IHI icon

iShares US Medical Devices ETF
IHI

Overview Fund Activity

542 hedge funds and large institutions have $2.01B invested in iShares US Medical Devices ETF in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 223 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-41
Holders Change %
-7.03%
% of All Funds
8.64%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
43
Increased
151
Reduced
223
Closed
80
Calls
$18.6M
Puts
$12.7M
Net Calls
+$5.93M
Net Calls Change
+$11.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$139M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$36.5M
3
JAWM
J. Arnold Wealth Management
Ohio
$24.7M
4
SIS
Strategic Investment Solutions
Illinois
$21.4M
5
Goldman Sachs
Goldman Sachs
New York
$24.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
TA
TruWealth Advisors
Louisiana
$2.07M
3
CM
Castleark Management
Illinois
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
UBS Group
UBS Group
Switzerland
$60.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$860K -$9.12K -188 -1%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$857K +$456K +9,401 +114%
UWM
228
USAdvisors Wealth Management
Minnesota
$850K +$24.6K +507 +3%
MA
229
Mezzasalma Advisors
New Jersey
$843K -$1.55K -32 -0.2%
CWM
230
Circle Wealth Management
New Jersey
$841K -$234K -4,834 -22%
EL
231
EQ LLC
Washington
$833K -$15.2K -314 -2%
SHJ
232
Sharkey, Howes & Javer
Colorado
$820K -$578K -11,921 -41%
RPCONE
233
Retirement Planning Company of New England
Rhode Island
$818K -$125K -2,569 -13%
TC
234
TownSquare Capital
Utah
$813K +$113K +2,336 +16%
SWM
235
Spire Wealth Management
Virginia
$813K -$695K -14,323 -46%
CIC
236
Carnegie Investment Counsel
Ohio
$812K -$14.5K -299 -2%
WS
237
Wedbush Securities
California
$810K -$208K -4,287 -20%
BCA
238
Bay Colony Advisors
Massachusetts
$775K -$76.7K -1,581 -9%
P
239
&Partners
Tennessee
$770K -$26.2K -540 -3%
RSWM
240
Robertson Stephens Wealth Management
California
$759K -$121K -2,480 -14%
TSWM
241
Triangle Securities Wealth Management
North Carolina
$749K – – –
VFG
242
V2 Financial group
Illinois
$747K – – –
SFS
243
Security Financial Services
Indiana
$740K -$154K -3,178 -17%
TJHA
244
Thomas J. Herzfeld Advisors
Florida
$729K -$49 -1 -0%
STA
245
Summit Trail Advisors
New York
$723K – – –
Lido Advisors
246
Lido Advisors
California
$712K +$14.6K +302 +2%
SWA
247
Stratos Wealth Advisors
Ohio
$704K +$704K +14,511 New
Brown Advisory
248
Brown Advisory
Maryland
$699K – – –
GPA
249
Guerra Pan Advisors
New Jersey
$672K – – –
CB
250
Commerce Bank
Missouri
$662K -$82.9K -1,710 -11%
8 9
10
11 12