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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 %
SIC
401
Salem Investment Counselors
North Carolina
$176K -$2.67K -55 -1%
CT
402
Clearstead Trust
Maine
$165K – – –
AWM
403
Activest Wealth Management
Florida
$159K +$159K +3,285 New
LFG
404
Larson Financial Group
Missouri
$154K +$26.2K +540 +20%
EL
405
EMFO LLC
Florida
$150K – – –
MHR
406
Matthew Hamilton Rosenberg
$142K -$3.1K -64 -2%
RG
407
Retirement Group
California
$141K +$18.5K +381 +15%
CG
408
Cutler Group
California
$141K +$136K +2,812 +2,812%
BFO
409
Biltmore Family Office
North Carolina
$131K – – –
GT
410
Glenmede Trust
Pennsylvania
$125K – – –
HGERS
411
Householder Group Estate & Retirement Specialist
Arizona
$123K +$123K +2,537 New
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$105K +$15.6K +321 +17%
CT
413
Cambridge Trust
Massachusetts
$98.7K -$31K -640 -24%
PAG
414
Paladin Advisory Group
Iowa
$98.1K -$32.3K -666 -25%
CT
415
Colonial Trust
South Carolina
$97.5K – – –
TWM
416
Tradition Wealth Management
Minnesota
$96K – – –
CWP
417
Concord Wealth Partners
Virginia
$92.8K -$15.4K -318 -14%
ACA
418
Aptus Capital Advisors
Alabama
$89.4K +$71.9K +1,482 +409%
WT
419
Whittier Trust
California
$87.6K +$57K +1,176 +187%
WP
420
WealthShield Partners
North Carolina
$85.7K -$4.18K -86 -5%
FCMT
421
Founders Capital Management (Texas)
Texas
$83.3K +$2.04K +42 +3%
AF
422
Allworth Financial
California
$79.7K -$98K -2,020 -55%
FWP
423
FAS Wealth Partners
Kansas
$77.6K – – –
Bank Julius Baer & Co
424
Bank Julius Baer & Co
Switzerland
$77K +$2.34K +48 +3%
SSB
425
Sandy Spring Bank
Maryland
$76.2K -$3.49K -72 -4%
15 16
17
18 19