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iShares US Medical Devices ETF
IHI

581 hedge funds and large institutions have $2.33B invested in iShares US Medical Devices ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 229 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $21.7M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

1% more funds holding

Funds holding: 574 → 581 (+7)

1% less capital invested

Capital invested by funds: $2.36B → $2.33B (-$31.9M)

3.39% less ownership

Funds ownership: 43.91% → 40.52% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 229

Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
67
Increased
163
Reduced
229
Closed
49
Calls
$45.7M
Puts
$21.7M
Net Calls
+$24M
Net Calls Change
+$1.33M

Top Buyers

1
Citigroup
Citigroup
New York
+$293M
2
Barclays
Barclays
United Kingdom
+$19.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.7M
4
Goldman Sachs
Goldman Sachs
New York
+$10.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$189M
2
MIH
Meitav Investment House
Israel
-$166M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$39.6M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$29.8M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$671K +$70.7K +1,252 +12%
WS
252
Wedbush Securities
California
$669K -$81.7K -1,446 -11%
NP
253
NorthRock Partners
Minnesota
$649K -$91.4K -1,618 -13%
KA
254
Kovack Advisors
Florida
$649K +$2.77K +49 +0.4%
EDRH
255
Edmond de Rothschild Holding
Switzerland
$648K -$313K -5,541 -33%
SS
256
Sunbelt Securities
Texas
$644K -$991K -17,553 -61%
LL
257
LWMG LLC
Minnesota
$642K +$169 +3 +0%
MA
258
Mezzasalma Advisors
New Jersey
$633K -$324K -5,737 -35%
MSFS
259
Main Street Financial Solutions
Pennsylvania
$619K +$10.6K +187 +2%
MFG
260
Merit Financial Group
Georgia
$611K +$621K +11,002 New
SCM
261
Sage Capital Management
New Jersey
$606K +$169 +3 +0%
IA
262
IFP Advisors
Florida
$599K -$414K -7,331 -42%
SA
263
Strategic Advisors
New York
$591K -$11.3K -200 -2%
IFG
264
Independent Financial Group
California
$590K -$59.2K -1,048 -9%
SIC
265
Sterling Investment Counsel
New York
$590K +$98K +1,735 +21%
PM
266
Phraction Management
Connecticut
$587K – – –
SI
267
Stephens Inc
Arkansas
$572K +$25.1K +445 +5%
BPA
268
Beacon Pointe Advisors
California
$571K -$61.2K -1,084 -10%
GCM
269
Gallacher Capital Management
Colorado
$564K +$10.7K +190 +2%
CA
270
Cornerstone Advisory
Maryland
$563K – – –
JCM
271
Jacobi Capital Management
Pennsylvania
$558K +$8.7K +154 +2%
FI
272
Finivi Inc
Massachusetts
$553K -$7.29K -129 -1%
CIA
273
Concurrent Investment Advisors
Florida
$550K -$47.2K -835 -8%
AWM
274
Apollon Wealth Management
South Carolina
$545K – – –
CIC
275
Cutler Investment Counsel
Oregon
$545K -$14.1K -250 -3%
9 10
11
12 13

IHI Hedge Fund Activity: Q1 2024 in Review

581 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2024, worth a combined $2.33B — down 1.3% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IHI positions and 49 closed out — a net gain of 18 holders — while 163 added to existing stakes and 229 trimmed.

The largest buyer was Citigroup, adding an estimated $293M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 581 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2024, up from 574 in Q4 2023.
  • Funds reported $2.33B of iShares US Medical Devices ETF stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 67 funds opened new iShares US Medical Devices ETF positions in Q1 2024 and 49 closed out, a net change of +18 holders.
  • The largest iShares US Medical Devices ETF buyer in Q1 2024 was Citigroup, an estimated $293M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2024 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2024.