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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
+$45.8M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$35.4M
3
JAWM
J. Arnold Wealth Management
Ohio
+$24.7M
4
SIS
Strategic Investment Solutions
Illinois
+$21.1M
5
Goldman Sachs
Goldman Sachs
New York
+$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$31.4M
2
TA
TruWealth Advisors
Louisiana
-$20.2M
3
CM
Castleark Management
Illinois
-$8.92M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.65M
5
UBS Group
UBS Group
Switzerland
-$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
301
Jacobi Capital Management
Pennsylvania
$443K -$1.41K -29 -0.3%
BSG
302
Black Swift Group
Colorado
$441K +$441K +9,100 New
KDA
303
Kraft Davis & Associates
Missouri
$441K -$162K -3,395 -27%
VWM
304
Venturi Wealth Management
Texas
$441K -$343K -7,082 -44%
PTC
305
Private Trust Company
Ohio
$427K +$21.5K +444 +5%
PWA
306
Physician Wealth Advisors
Utah
$426K +$15.1K +316 +4%
GLA
307
Good Life Advisors
Pennsylvania
$421K -$152K -3,132 -27%
Koshinski Asset Management
308
Koshinski Asset Management
Illinois
$417K +$2.57K +53 +0.6%
PWM
309
Perigon Wealth Management
California
$415K +$10.4K +214 +3%
SAM
310
Secure Asset Management
Michigan
$415K +$2.43K +50 +0.6%
HFP
311
Holistic Financial Partners
Indiana
$412K -$11.5K -237 -3%
CWM
312
Comprehensive Wealth Management
Washington
$412K +$20.1K +414 +5%
SIC
313
Sterling Investment Counsel
New York
$411K +$5.24K +108 +1%
HFRG
314
Houlihan Financial Resource Group
Virginia
$411K +$411K +8,700 New
RWMH
315
Riverpoint Wealth Management Holdings
Illinois
$407K – – –
BBA
316
BLB&B Advisors
Pennsylvania
$405K -$243K -5,016 -38%
SEIA
317
Signature Estate & Investment Advisors
California
$397K -$45.4K -936 -10%
PCM
318
Penserra Capital Management
California
$395K +$395K +8,160 New
PWA
319
PCG Wealth Advisors
Kansas
$394K -$1.12K -23 -0.3%
AL
320
Aspiriant LLC
California
$394K – – –
WP
321
WealthSource Partners
California
$385K -$61.4K -1,266 -14%
GEA
322
Glen Eagle Advisors
New Jersey
$380K – – –
ACM
323
Advisors Capital Management
New Jersey
$379K +$36.8K +759 +11%
T
324
TNF
Montana
$368K -$20.8K -450 -5%
WPC
325
Wedmont Private Capital
Pennsylvania
$368K – – –
11 12
13
14 15