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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
MCC
326
Money Concepts Capital
Florida
$332K +$33.6K +565 +11%
CIAS
327
Capital Investment Advisory Services
North Carolina
$331K -$32.6K -548 -9%
C1AG
328
Client 1st Advisory Group
Florida
$331K -$39.9K -672 -11%
GLA
329
Good Life Advisors
Pennsylvania
$330K -$522K -8,791 -61%
AWM
330
Avitas Wealth Management
California
$328K -$18.4K -309 -5%
AFFA
331
ALM First Financial Advisors
Texas
$325K
SW
332
SteelPeak Wealth
California
$319K +$48.6K +818 +18%
BFF
333
Byrne Financial Freedom
Massachusetts
$318K +$324K +5,448 New
GEA
334
Glen Eagle Advisors
New Jersey
$316K -$28.8K -484 -8%
Kovitz Investment Group Partners
335
Kovitz Investment Group Partners
Illinois
$313K -$23.8K -401 -7%
CFA
336
Cahill Financial Advisors
Minnesota
$309K -$88.7K -1,493 -22%
SAM
337
Secure Asset Management
Michigan
$305K -$19.4K -327 -6%
VFA
338
Valeo Financial Advisors
Indiana
$304K +$594 +10 +0.2%
TFS
339
Thoroughbred Financial Services
Tennessee
$302K -$13.4K -225 -4%
MSCM
340
McElhenny Sheffield Capital Management
Texas
$299K
JE
341
JMAC Enterprises
Pennsylvania
$297K
USCWA
342
U.S. Capital Wealth Advisors
Texas
$296K
CCA
343
Carrera Capital Advisors
Michigan
$293K -$69.7K -1,173 -19%
IA
344
IFP Advisors
Florida
$290K -$6.06K -102 -2%
RCA
345
Runnymede Capital Advisors
Ohio
$289K +$294K +4,949 New
GVAG
346
Great Valley Advisor Group
Delaware
$288K -$1.66K -28 -0.6%
AF
347
Advisornet Financial
Minnesota
$287K -$69.9K -1,176 -19%
EW
348
Evoke Wealth
California
$285K +$290K +4,878 New
CAM
349
Cresset Asset Management
Illinois
$284K -$40.9K -688 -12%
AIM
350
Acropolis Investment Management
Missouri
$280K

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.