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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 %
VVP
251
Venture Visionary Partners
Ohio
$661K -$8.83K -182 -1%
SG
252
StoneX Group
New York
$635K +$355K +7,316 +127%
CS
253
Credit Suisse
Switzerland
$632K +$279K +5,747 +79%
BPA
254
Beacon Pointe Advisors
California
$625K -$68.6K -1,414 -10%
GCM
255
Gallacher Capital Management
Colorado
$625K – – –
USCWA
256
U.S. Capital Wealth Advisors
Texas
$624K -$98.6K -2,034 -14%
ST
257
Spinnaker Trust
Maine
$624K – – –
LFAS
258
Level Four Advisory Services
Texas
$617K +$40.4K +832 +7%
GRP
259
Global Retirement Partners
California
$615K -$250K -5,234 -29%
AIFAIM
260
American Institute for Advanced Investment Management
Arizona
$615K -$90.2K -1,773 -13%
CIAS
261
Capital Investment Advisory Services
North Carolina
$610K -$109K -2,245 -15%
TRCT
262
Tower Research Capital (TRC)
New York
$610K +$292K +6,017 +92%
FWSM
263
First Wilshire Securities Management
California
$597K – – –
MOS
264
MGO One Seven
Ohio
$593K +$593K +12,232 New
KA
265
Kovack Advisors
Florida
$592K -$195K -4,031 -25%
WG
266
Watchman Group
Texas
$591K – – –
EWA
267
Exencial Wealth Advisors
Oklahoma
$589K -$102K -2,098 -15%
SCA
268
Southern Capital Advisors
Tennessee
$586K +$15.6K +322 +3%
OWM
269
Opes Wealth Management
California
$583K -$835K -17,207 -59%
LL
270
LWMG LLC
Minnesota
$567K -$28.1K -580 -5%
RIA
271
Regal Investment Advisors
Michigan
$565K -$14.6K -302 -3%
VNA
272
Valley National Advisers
Pennsylvania
$560K -$12.3K -254 -2%
Comerica Bank
273
Comerica Bank
Texas
$558K +$558K +11,511 New
WW
274
Westshore Wealth
California
$547K – – –
YDMI
275
Y.D. More Investments
Israel
$546K -$23.3K -480 -4%
9 10
11
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