IHI icon

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 %
KIA
326
KCM Investment Advisors
California
$367K – – –
SF
327
Summit Financial
New Jersey
$365K – – –
HIA
328
Harbor Investment Advisory
Maryland
$357K – – –
CCA
329
Column Capital Advisors
Indiana
$354K +$118K +2,441 +50%
WWP
330
WR Wealth Planners
Missouri
$351K -$1.65K -34 -0.5%
TSS
331
Two Sigma Securities
New York
$351K +$351K +7,232 New
DAM
332
Delta Asset Management
Tennessee
$349K – – –
SRC
333
Shufro Rose & Co
New York
$349K – – –
MSAM
334
Moloney Securities Asset Management
Missouri
$344K -$18.9K -390 -5%
C1AG
335
Client 1st Advisory Group
Florida
$337K -$84.4K -1,741 -20%
OA
336
Operose Advisors
Wisconsin
$331K +$331K +6,818 New
IWC
337
Integrated Wealth Concepts
Massachusetts
$329K -$4.8K -99 -1%
SFA
338
Source Financial Advisors
New York
$326K +$10.4K +215 +3%
GM
339
GeoWealth Management
Illinois
$326K +$10.4K +215 +3%
WG
340
Welch Group
Alabama
$322K – – –
CPIG
341
Chicago Partners Investment Group
Illinois
$316K – – –
OCM
342
One Capital Management
California
$315K -$1.84K -38 -0.6%
TFS
343
Thoroughbred Financial Services
Tennessee
$312K +$16.3K +336 +6%
RIA
344
Realta Investment Advisors
Delaware
$310K +$16.9K +300 +6%
PFO
345
Pathstone Family Office
New Jersey
$310K -$72.7K -1,499 -19%
MIFH
346
Migdal Insurance & Financial Holdings
Israel
$309K -$551K -11,284 -64%
DE
347
Day & Ennis
Georgia
$307K -$4.37K -90 -1%
FAP
348
Financial Advisory Partners
Florida
$306K – – –
AA
349
Advisory Alpha
Michigan
$305K +$18.4K +379 +6%
LA
350
LexAurum Advisors
Kansas
$304K +$19.9K +411 +7%
12 13
14
15 16