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MIH
Meitav Investment House Portfolio holdings
AUM
$14.9B
1-Year Est. Return
46.8%
This Fund
S&P 500
This Quarter
Est. Return
+17.52%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.42B
AUM Growth
+$1.99B
(+37%)
Cap. Flow
+$340M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
46.21%
Holding
229
New
13
Increased
93
Reduced
57
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$408M |
| 2 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$48M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$43.5M |
| 4 |
Elbit Systems
ESLT
|
+$33.3M |
| 5 |
State Street SPDR S&P Biotech ETF
XBI
|
+$30.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$123M |
| 2 |
Broadcom
AVGO
|
+$62.8M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$40M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$32M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$28.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.77% |
| 2 | Consumer Discretionary | 7.84% |
| 3 | Industrials | 5.79% |
| 4 | Financials | 4.6% |
| 5 | Communication Services | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
First Trust Cloud Computing ETF
SKYY
$3.21B
| $3.86M | 0.05% |
31,764
+21,099
| +198% | +$2.31M |
|
102
Cboe Global Markets
CBOE
$29.5B
| $3.67M | 0.05% |
+15,724
| New | +$3.5M |
|
103
SolarEdge
SEDG
$2.05B
| $3.52M | 0.05% |
172,392
-588,210
| -77% | -$9.73M |
|
104
MSCI
MSCI
$40.9B
| $3.14M | 0.04% |
5,453
+1,645
| +43% | +$910K |
|
105
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.9B
| $2.96M | 0.04% |
46,933
+1,850
| +4% | +$108K |
|
106
First Trust Germany AlphaDEX Fund
FGM
$98.2M
| $2.93M | 0.04% |
52,000
| – | – |
|
107
Mercado Libre
MELI
$98B
| $2.91M | 0.04% |
1,112
-993
| -47% | -$2.32M |
|
108
Invesco KBW Bank ETF
KBWB
$6.79B
| $2.9M | 0.04% |
40,455
+15,275
| +61% | +$969K |
|
109
Valens Semiconductor
VLN
$183M
| $2.83M | 0.04% |
1,074,243
| – | – |
|
|
IBDZ
110
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$865M
| $2.61M | 0.04% |
100,175
-4,093
| -4% | -$105K |
|
111
S&P Global
SPGI
$120B
| $2.54M | 0.03% |
4,875
+100
| +2% | +$49.9K |
|
112
Lam Research
LRCX
$389B
| $2.49M | 0.03% |
+25,536
| New | +$2.03M |
|
113
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.36B
| $2.41M | 0.03% |
8,949
+3,506
| +64% | +$843K |
|
114
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
| $2.36M | 0.03% |
101,238
+4,812
| +5% | +$111K |
|
115
iShares MSCI Japan ETF
EWJ
$22.7B
| $2.28M | 0.03% |
30,368
| – | – |
|
116
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
| $2.24M | 0.03% |
52,422
+50
| +0.1% | +$2.02K |
|
|
BTC
117
Grayscale Bitcoin Mini Trust ETF
BTC
$3.35B
| $2.21M | 0.03% |
46,328
+18,454
| +66% | +$806K |
|
118
iShares Bitcoin Trust
IBIT
$47.1B
| $2.2M | 0.03% |
36,022
+14,370
| +66% | +$805K |
|
119
VanEck Bitcoin Trust
HODL
$1.06B
| $2.2M | 0.03% |
72,311
+28,914
| +67% | +$807K |
|
120
Franklin Bitcoin ETF
EZBC
$374M
| $2.2M | 0.03% |
35,285
+14,110
| +67% | +$806K |
|
121
Invesco Galaxy Bitcoin ETF
BTCO
$424M
| $2.2M | 0.03% |
20,477
+8,189
| +67% | +$806K |
|
122
WisdomTree Bitcoin Fund
BTCW
$137M
| $2.2M | 0.03% |
19,277
+7,711
| +67% | +$806K |
|
123
Bitwise Bitcoin ETF
BITB
$2.43B
| $2.2M | 0.03% |
37,574
+15,031
| +67% | +$806K |
|
124
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
| $2.2M | 0.03% |
23,418
+9,368
| +67% | +$806K |
|
125
Coinshares Bitcoin ETF
BRRR
$398M
| $2.2M | 0.03% |
72,235
+28,874
| +67% | +$805K |
|
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Meitav Investment House's Q2 2025 Portfolio in Review
As of Q2 2025, Meitav Investment House held 229 positions worth $7.42B, up 37% from $5.43B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Meitav Investment House deployed $340M of net new capital in Q2 2025, opening 13 new positions and adding to 93 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.
On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $123M trimmed.
- Meitav Investment House's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
- Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $408M increase.
- Meitav Investment House's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $123M.
- Meitav Investment House fully exited Janus Henderson AAA CLO ETF in Q2 2025, selling an estimated $40M.
- Meitav Investment House's ten largest holdings make up 46% of its $7.42B portfolio in Q2 2025.
- Meitav Investment House opened 13 new positions and closed 12 in Q2 2025.
- Meitav Investment House's portfolio value rose 37% quarter-over-quarter to $7.42B.
Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.