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iShares US Medical Devices ETF
IHI

581 hedge funds and large institutions have $2.33B invested in iShares US Medical Devices ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 229 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $21.7M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

1% more funds holding

Funds holding: 574 → 581 (+7)

1% less capital invested

Capital invested by funds: $2.36B → $2.33B (-$31.9M)

3.39% less ownership

Funds ownership: 43.91% → 40.52% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 229

Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
67
Increased
163
Reduced
229
Closed
49
Calls
$45.7M
Puts
$21.7M
Net Calls
+$24M
Net Calls Change
+$1.33M

Top Buyers

1
Citigroup
Citigroup
New York
+$293M
2
Barclays
Barclays
United Kingdom
+$19.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.7M
4
Goldman Sachs
Goldman Sachs
New York
+$10.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$189M
2
MIH
Meitav Investment House
Israel
-$166M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$39.6M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$29.8M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$314K +$302K +5,353 New
AA
352
Advisory Alpha
Michigan
$313K -$34.6K -613 -10%
SL
353
SFM LLC
New Hampshire
$312K -$25.9K -459 -8%
BIA
354
Biondo Investment Advisors
Pennsylvania
$309K +$16.4K +290 +6%
YIH
355
Y-Intercept (HK)
Hong Kong
$309K +$298K +5,277 New
MIA
356
MMBG Investment Advisors
Florida
$309K +$9.88K +175 +3%
PP
357
Patten & Patten
Tennessee
$309K -$40.1K -710 -12%
WWP
358
WR Wealth Planners
Missouri
$305K -$37.4K -663 -11%
KWA
359
Kingswood Wealth Advisors
California
$304K -$39.6K -702 -12%
GVAG
360
Great Valley Advisor Group
Delaware
$303K +$13.6K +240 +5%
FWM
361
Forza Wealth Management
Florida
$299K – – –
PVH
362
Psagot Value Holdings
Israel
$294K – – –
HSBC Holdings
363
HSBC Holdings
United Kingdom
$293K +$282K +5,000 New
CHAM
364
Clear Harbor Asset Management
Connecticut
$291K – – –
SFP
365
Sterling Financial Planning
New Jersey
$290K +$56 +1 +0%
TWP
366
Tyche Wealth Partners
Texas
$289K -$6.44K -114 -2%
CAM
367
Cresset Asset Management
Illinois
$288K -$74.7K -1,322 -21%
MCC
368
Money Concepts Capital
Florida
$288K +$22K +389 +9%
AI
369
Arrien Investments
Idaho
$285K +$275K +4,869 New
SVWG
370
Shared Vision Wealth Group
United States
$284K – – –
AIM
371
Acropolis Investment Management
Missouri
$281K – – –
CFG
372
Citizens Financial Group
Rhode Island
$281K +$271K +4,800 New
SWM
373
SeaCrest Wealth Management
New York
$281K – – –
PCIA
374
Prime Capital Investment Advisors
Kansas
$276K +$1.07K +19 +0.4%
LSA
375
L & S Advisors
California
$275K +$265K +4,696 New
13 14
15
16 17

IHI Hedge Fund Activity: Q1 2024 in Review

581 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2024, worth a combined $2.33B — down 1.3% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IHI positions and 49 closed out — a net gain of 18 holders — while 163 added to existing stakes and 229 trimmed.

The largest buyer was Citigroup, adding an estimated $293M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 581 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2024, up from 574 in Q4 2023.
  • Funds reported $2.33B of iShares US Medical Devices ETF stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 67 funds opened new iShares US Medical Devices ETF positions in Q1 2024 and 49 closed out, a net change of +18 holders.
  • The largest iShares US Medical Devices ETF buyer in Q1 2024 was Citigroup, an estimated $293M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2024 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2024.