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iShares US Medical Devices ETF

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: 67 (+1)

1% more funds holding

Funds holding: 574581 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$545K +$109K +1,922 +26%
FFA
277
First Foundation Advisors
California
$544K
Wealthfront Advisers
278
Wealthfront Advisers
California
$540K +$57.4K +1,017 +12%
MCM
279
MAI Capital Management
Ohio
$539K +$4.86K +86 +0.9%
WW
280
Westshore Wealth
California
$533K
PTC
281
Private Trust Company
Ohio
$525K +$9.43K +167 +2%
LFAS
282
Level Four Advisory Services
Texas
$525K
ACM
283
Advisors Capital Management
New Jersey
$521K +$16.1K +285 +3%
HFRG
284
Houlihan Financial Resource Group
Virginia
$510K
MWM
285
Meridian Wealth Management
Kentucky
$509K -$6.5K -115 -1%
CWM
286
Comprehensive Wealth Management
Washington
$506K +$17.7K +314 +4%
NL
287
NWAM LLC
Washington
$504K -$15K -266 -3%
GWSG
288
GPS Wealth Strategies Group
Colorado
$504K -$9.83K -174 -2%
FHWM
289
Fox Hill Wealth Management
Massachusetts
$496K +$6.33K +112 +1%
Qube Research & Technologies (QRT)
290
Qube Research & Technologies (QRT)
United Kingdom
$496K +$478K +8,463 New
RWMH
291
Riverpoint Wealth Management Holdings
Illinois
$494K +$282 +5 +0.1%
PWW
292
Pettyjohn Wood & White
Virginia
$493K -$33.9K -600 -7%
TWC
293
TD Waterhouse Canada
Ontario, Canada
$492K -$45.9K -813 -10%
AIFAIM
294
American Institute for Advanced Investment Management
Arizona
$491K -$27.7K -490 -6%
BBA
295
BLB&B Advisors
Pennsylvania
$489K
SA
296
SpiderRock Advisors
Delaware
$488K +$482K +8,532 New
HFP
297
Holistic Financial Partners
Indiana
$487K -$10.8K -192 -2%
OWM
298
Opes Wealth Management
California
$486K -$11.6K -206 -2%
SF
299
Summit Financial
New Jersey
$482K +$54.4K +963 +13%
SEIA
300
Signature Estate & Investment Advisors
California
$480K

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.