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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
FWM
351
Forza Wealth Management
Florida
$280K
WG
352
Wealth Group
North Carolina
$280K
PP
353
Patten & Patten
Tennessee
$279K -$9.21K -155 -3%
TSMHT
354
Thurston Springer Miller Herd & Titak
Indiana
$276K +$21.8K +366 +8%
SIC
355
Salem Investment Counselors
North Carolina
$273K +$81.7K +1,375 +42%
PFS
356
Prospera Financial Services
Texas
$273K +$59 +1 +0%
DFA
357
DHK Financial Advisors
New Hampshire
$270K
Corient Private Wealth
358
Corient Private Wealth
Florida
$266K -$35.8K -602 -6%
MGIA
359
Moneta Group Investment Advisors
Missouri
$266K +$58.5K +984 +28%
Northern Trust
360
Northern Trust
Illinois
$263K +$268K +4,511 New
SC
361
Scotia Capital
Ontario, Canada
$263K
Wolverine Trading
362
Wolverine Trading
Illinois
$262K +$266K +4,481 New
BWP
363
Bernardo Wealth Planning
Pennsylvania
$261K -$7.49K -126 -3%
AIFAIM
364
American Institute for Advanced Investment Management
Arizona
$258K -$116K -1,955 -31%
GLR
365
Great Lakes Retirement
Ohio
$258K
LFG
366
Larson Financial Group
Missouri
$254K -$113K -1,906 -30%
SWM
367
SeaCrest Wealth Management
New York
$253K
AA
368
Advisory Alpha
Michigan
$251K +$535 +9 +0.2%
CFGS
369
Concourse Financial Group Securities
Alabama
$250K
MSAM
370
Moloney Securities Asset Management
Missouri
$250K -$32.8K -552 -11%
HNWA
371
Henrickson Nauta Wealth Advisors
Michigan
$250K +$254K +4,279 New
BHCM
372
Brevan Howard Capital Management
Jersey
$245K +$250K +4,204 New
TWP
373
Tyche Wealth Partners
Texas
$245K +$11.8K +198 +5%
TSS
374
Two Sigma Securities
New York
$245K +$249K +4,194 New
RMC
375
Ring Mountain Capital
California
$241K +$245K +4,124 New

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.