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 %
DIP
351
Davis Investment Partners
North Carolina
$302K -$11.4K -240 -4%
SFM
352
Signet Financial Management
New Jersey
$299K +$36.9K +761 +14%
AWM
353
Avitas Wealth Management
California
$294K +$97 +2 +0%
JSW
354
Journey Strategic Wealth
New Jersey
$292K -$73.7K -1,520 -20%
IFO
355
Independent Family Office
New York
$291K – – –
HWM
356
HFR Wealth Management
New York
$291K – – –
CFA
357
Cahill Financial Advisors
Minnesota
$291K -$6.4K -132 -2%
PP
358
Patten & Patten
Tennessee
$290K -$485 -10 -0.2%
MPW
359
MA Private Wealth
California
$288K – – –
PVH
360
Psagot Value Holdings
Israel
$288K – – –
CST
361
Charles Schwab Trust
Nevada
$287K +$287K +5,920 New
Bank of New York Mellon
362
Bank of New York Mellon
New York
$281K +$33.1K +683 +13%
NP
363
NorthRock Partners
Minnesota
$279K +$679 +14 +0.2%
SB
364
Strategic Blueprint
Georgia
$279K -$34.1K -704 -11%
MSCM
365
McElhenny Sheffield Capital Management
Texas
$279K +$19.4K +400 +7%
CWS
366
Cypress Wealth Services
California
$276K -$10.8K -223 -4%
SFP
367
Sandbox Financial Partners
Maryland
$275K -$24.4K -504 -8%
MCA
368
Martin Capital Advisors
Texas
$271K -$22.8K -470 -8%
AFFA
369
ALM First Financial Advisors
Texas
$269K – – –
PFS
370
Prospera Financial Services
Texas
$265K -$35K -721 -12%
SVWAG
371
Sound View Wealth Advisors Group
Georgia
$265K -$36.2K -746 -12%
KWA
372
Kingswood Wealth Advisors
California
$262K +$70.3K +1,449 +37%
AWA
373
Arkadios Wealth Advisors
Georgia
$257K -$9.31K -192 -3%
HWM
374
Howard Wealth Management
Connecticut
$257K -$15K -310 -6%
CAM
375
Cresset Asset Management
Illinois
$254K +$2.72K +56 +1%
13 14
15
16 17