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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
CPIG
301
Chicago Partners Investment Group
Illinois
$404K
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$402K -$11.5K -194 -3%
PWA
303
PCG Wealth Advisors
Kansas
$399K -$4.93K -83 -1%
CW
304
CreativeOne Wealth
Kansas
$395K -$6.3K -106 -2%
SFM
305
Signet Financial Management
New Jersey
$393K -$4.81K -81 -1%
GS
306
GTS Securities
New York
$390K -$474K -7,972 -54%
CMMS
307
Comprehensive Money Management Services
Florida
$388K +$395K +6,648 New
WG
308
Welch Group
Alabama
$388K
SA
309
Strategic Advisors
New York
$385K -$66.3K -1,116 -14%
CP
310
Creekside Partners
California
$371K
BIA
311
Biondo Investment Advisors
Pennsylvania
$368K +$45.2K +760 +14%
IFG
312
Independent Financial Group
California
$366K -$75.2K -1,265 -17%
GIA
313
Gladstone Institutional Advisory
Florida
$366K -$9.98K -168 -3%
DWP
314
Daymark Wealth Partners
Ohio
$364K +$357 +6 +0.1%
SWA
315
Sax Wealth Advisors
New Jersey
$364K +$371K +6,240 New
HFP
316
Holistic Financial Partners
Indiana
$359K -$54.1K -910 -13%
PWM
317
Perigon Wealth Management
California
$357K +$6K +101 +2%
HWM
318
HFR Wealth Management
New York
$350K
CP
319
Castleview Partners
Texas
$349K +$9.63K +162 +3%
FIA
320
Foundations Investment Advisors
Arizona
$348K +$96.5K +1,624 +37%
SC
321
Savant Capital
Illinois
$345K +$351K +5,907 New
SRC
322
Shufro Rose & Co
New York
$344K -$125K -2,100 -26%
GRP
323
Global Retirement Partners
California
$341K +$90.8K +1,527 +35%
UAS
324
United Asset Strategies
New York
$337K +$41.1K +691 +14%
AWA
325
Arkadios Wealth Advisors
Georgia
$333K +$119 +2 +0%

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.