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iShares US Medical Devices ETF

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: 67 (+1)

1% more funds holding

Funds holding: 574581 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
376
DHK Financial Advisors
New Hampshire
$271K
BWL
377
Bogart Wealth LLC
Virginia
$270K -$734 -13 -0.3%
PFS
378
Prospera Financial Services
Texas
$263K -$65.3K -1,156 -21%
TFS
379
Thoroughbred Financial Services
Tennessee
$260K -$63K -1,116 -20%
CFGS
380
Concourse Financial Group Securities
Alabama
$258K -$2.18M -38,644 -90%
RJT
381
Raymond James Trust
Florida
$253K -$28.8K -510 -11%
AWA
382
Acorn Wealth Advisors
Michigan
$253K -$8.64K -153 -3%
RIA
383
Regal Investment Advisors
Michigan
$249K +$339 +6 +0.1%
BSW
384
Buckingham Strategic Wealth
Missouri
$245K +$236K +4,187 New
TCM
385
Tufton Capital Management
Maryland
$237K +$7.06K +125 +3%
SB
386
Strategic Blueprint
Georgia
$235K -$28.8K -510 -11%
FFN
387
Focus Financial Network
Minnesota
$235K -$2.68M -47,392 -92%
PWA
388
Prairie Wealth Advisors
Nebraska
$235K +$226K +4,005 New
SFI
389
SPC Financial Inc
Maryland
$234K
SPW
390
Sonoma Private Wealth
California
$234K +$6.78K +120 +3%
AWA
391
Arkadios Wealth Advisors
Georgia
$234K -$25.1K -444 -10%
WWM
392
Western Wealth Management
Colorado
$232K +$3.22K +57 +1%
Corient Private Wealth
393
Corient Private Wealth
Florida
$230K -$647K -11,457 -74%
WANY
394
Wealthspire Advisors (New York)
New York
$229K -$7.63K -135 -3%
ANTB
395
AMG National Trust Bank
Colorado
$228K
CT
396
Colonial Trust
South Carolina
$225K
Northern Trust
397
Northern Trust
Illinois
$225K +$217K +3,845 New
JSC
398
Jackson Square Capital
California
$222K
KeyBank National Association
399
KeyBank National Association
Ohio
$222K -$10.1K -178 -4%
FCA
400
FLC Capital Advisors
California
$220K +$212K +3,762 New

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.