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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
NFA
376
Northwest Financial Advisors
Virginia
$237K +$98.5K +1,658 +69%
VA
377
Valmark Advisers
Ohio
$234K +$238K +4,005 New
SFI
378
SPC Financial Inc
Maryland
$234K
PB
379
Pinnacle Bancorp
Nebraska
$231K
BFC
380
Bedel Financial Consulting
Indiana
$230K
HI
381
Hudock Inc
Pennsylvania
$230K +$234K +3,934 New
Bank of New York Mellon
382
Bank of New York Mellon
New York
$229K
LFAS
383
Level Four Advisory Services
Texas
$229K -$23.7K -399 -9%
CT
384
Colonial Trust
South Carolina
$228K +$3.69K +62 +2%
FFN
385
Focus Financial Network
Minnesota
$228K
SPW
386
Sonoma Private Wealth
California
$227K -$6.6K -111 -3%
FNBT
387
FineMark National Bank & Trust
Florida
$223K +$227K +3,823 New
LG
388
LaFleur & Godfrey
Michigan
$222K +$13.6K +228 +6%
FAIM
389
Financial Advocates Investment Management
Washington
$221K -$112K -1,887 -33%
LA
390
LexAurum Advisors
Kansas
$220K -$23.1K -389 -9%
KWS
391
Keystone Wealth Services
California
$220K
CCA
392
Cadent Capital Advisors
Oklahoma
$218K +$357 +6 +0.2%
PFG
393
Prosperity Financial Group
California
$216K
SFP
394
Sterling Financial Planning
New Jersey
$211K -$78.7K -1,325 -27%
MW
395
Marcum Wealth
Ohio
$209K -$1.43K -24 -0.7%
AWE
396
Avidian Wealth Enterprises
Texas
$208K +$119 +2 +0.1%
HNB
397
Hilltop National Bank
Wyoming
$207K
OCM
398
One Capital Management
California
$207K -$1.72K -29 -0.8%
MCA
399
Martin Capital Advisors
Texas
$207K
GM
400
GeoWealth Management
Illinois
$207K +$3.15K +53 +2%

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.