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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
JCM
276
Jacobi Capital Management
Pennsylvania
$461K -$57.5K -967 -11%
BSG
277
Black Swift Group
Colorado
$458K +$106K +1,780 +29%
PWW
278
Pettyjohn Wood & White
Virginia
$448K -$4.46K -75 -1%
SS
279
Sunbelt Securities
Texas
$447K -$38K -639 -8%
M&T Bank
280
M&T Bank
New York
$446K +$1.49K +25 +0.3%
IWC
281
Integrated Wealth Concepts
Massachusetts
$446K +$454K +7,635 New
KIA
282
KCM Investment Advisors
California
$441K
GWSG
283
GPS Wealth Strategies Group
Colorado
$439K -$75K -1,262 -14%
SVWAG
284
Sound View Wealth Advisors Group
Georgia
$439K +$93.9K +1,580 +27%
MCM
285
Manchester Capital Management
Vermont
$438K
MWM
286
Meridian Wealth Management
Kentucky
$437K -$3.09K -52 -0.7%
TWC
287
TD Waterhouse Canada
Ontario, Canada
$437K -$5.82K -98 -1%
AG
288
AlTi Global
New York
$434K
CWM
289
Circle Wealth Management
New Jersey
$432K
BPA
290
Beacon Pointe Advisors
California
$432K -$154K -2,596 -26%
CIC
291
Cutler Investment Counsel
Oregon
$430K -$45K -758 -9%
HIA
292
Harbor Investment Advisory
Maryland
$429K
PCA
293
Prosperity Capital Advisors
Ohio
$426K -$381K -6,405 -47%
PIA
294
Panoramic Investment Advisors
Colorado
$425K -$16.6K -279 -4%
SIS
295
Strategic Investment Solutions
Illinois
$424K -$61.2K -1,029 -12%
DAM
296
Delta Asset Management
Tennessee
$420K
PTC
297
Private Trust Company
Ohio
$420K +$10K +169 +2%
KWA
298
Kingswood Wealth Advisors
California
$409K +$416K +7,006 New
PWA
299
Primoris Wealth Advisors
Florida
$408K -$14.9K -250 -3%
GWM
300
GK Wealth Management
Nevada
$406K +$414K +6,963 New

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.