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iShares US Medical Devices ETF

564 hedge funds and large institutions have $2.15B invested in iShares US Medical Devices ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 139 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $2.03B → $2.15B (+$121M)

2% more funds holding

Funds holding: 554564 (+10)

4.31% less ownership

Funds ownership: 41.81%37.51% (-4.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 220

57% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $44.7M

Holders
564
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
80
Increased
139
Reduced
220
Closed
55
Calls
$19.3M
Puts
$44.7M
Net Calls
-$25.4M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$707K +$1.31K +22 +0.2%
Vontobel Holding
227
Vontobel Holding
Switzerland
$701K -$124K -2,080 -15%
SWM
228
Spire Wealth Management
Virginia
$700K +$2.26K +38 +0.3%
PCG
229
Prosperity Consulting Group
Maryland
$700K +$66.7K +1,123 +10%
KA
230
Kovack Advisors
Florida
$693K +$74.3K +1,251 +12%
WG
231
Watchman Group
Texas
$673K
EL
232
EQ LLC
Washington
$670K -$65.6K -1,103 -9%
LI
233
LRI Investments
Florida
$665K
RAS
234
RPS Advisory Solutions
Kentucky
$663K -$13.8K -233 -2%
DJSG
235
D.J. St. Germain
Massachusetts
$654K +$666K +11,202 New
NP
236
NorthRock Partners
Minnesota
$653K -$2.26K -38 -0.3%
EWA
237
Exencial Wealth Advisors
Oklahoma
$647K +$951 +16 +0.1%
DADC
238
D.A. Davidson & Co
Montana
$636K -$141K -2,377 -18%
CIA
239
Concurrent Investment Advisors
Florida
$625K +$127K +2,130 +25%
KDA
240
Kraft Davis & Associates
Missouri
$608K +$181K +3,053 +47%
PAS
241
Park Avenue Securities
New York
$590K +$601K +10,116 New
CWM
242
Cornerstone Wealth Management
Missouri
$586K +$27K +454 +5%
Focus Partners Wealth
243
Focus Partners Wealth
Massachusetts
$586K +$297K +5,005 +99%
PM
244
Phraction Management
Connecticut
$584K
SDWIA
245
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$584K +$595K +10,014 New
Wealthfront Advisers
246
Wealthfront Advisers
California
$576K -$15.7K -265 -3%
SG
247
StoneX Group
New York
$570K +$251K +4,218 +76%
CT
248
Caldwell Trust
Florida
$567K -$1.25K -21 -0.2%
BCA
249
Bay Colony Advisors
Massachusetts
$566K -$22.7K -382 -4%
MFG
250
Merit Financial Group
Georgia
$543K -$178K -2,998 -24%

IHI Hedge Fund Activity: Q4 2024 in Review

564 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2024, worth a combined $2.15B — up 6% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IHI positions and 55 closed out — a net gain of 25 holders — while 139 added to existing stakes and 220 trimmed.

The largest buyer was Bank of America, adding an estimated $35.6M. The largest seller was Citigroup, cutting an estimated $324M.

  • 564 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2024, up from 554 in Q3 2024.
  • Funds reported $2.15B of iShares US Medical Devices ETF stock for Q4 2024, up 6% quarter-over-quarter.
  • 80 funds opened new iShares US Medical Devices ETF positions in Q4 2024 and 55 closed out, a net change of +25 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2024 was Bank of America, an estimated $35.6M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2024 was Citigroup, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2024.