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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
KWS
401
Keystone Wealth Services
California
$220K -$11.4K -201 -5%
MW
402
Marcum Wealth
Ohio
$219K -$13.6K -241 -6%
CCA
403
Cadent Capital Advisors
Oklahoma
$218K +$113 +2 +0.1%
PFG
404
Prosperity Financial Group
California
$217K -$39.5K -700 -16%
GM
405
GeoWealth Management
Illinois
$217K -$159K -2,817 -43%
SFA
406
Source Financial Advisors
New York
$217K -$159K -2,817 -43%
SRSA
407
S.R. Schill & Associates
Washington
$217K -$4.41K -78 -2%
HI
408
Hudock Inc
Pennsylvania
$215K +$207K +3,665 New
BFG
409
Bleakley Financial Group
New Jersey
$214K +$206K +3,654 New
SW
410
Simplicity Wealth
New Jersey
$214K +$206K +3,654 New
MCIA
411
Mountain Capital Investment Advisors
Colorado
$214K -$1.3K -23 -0.6%
TW
412
TrinityPoint Wealth
Connecticut
$213K -$14.1K -250 -6%
LFG
413
Larson Financial Group
Missouri
$213K +$13.7K +242 +7%
FAM
414
Forte Asset Management
New York
$211K +$204K +3,608 New
TSS
415
Two Sigma Securities
New York
$210K +$202K +3,582 New
SA
416
Strategic Advocates
Utah
$210K +$202K +3,580 New
AWE
417
Avidian Wealth Enterprises
Texas
$209K -$8.41K -149 -4%
HNB
418
Hilltop National Bank
Wyoming
$208K +$201K +3,555 New
MCA
419
Martin Capital Advisors
Texas
$208K -$102K -1,800 -34%
BFC
420
Bedel Financial Consulting
Indiana
$207K +$200K +3,534 New
HWM
421
Howard Wealth Management
Connecticut
$206K -$34.2K -605 -15%
HFS
422
Howard Financial Services
Texas
$205K +$198K +3,505 New
CWM
423
Cahaba Wealth Management
Georgia
$205K +$197K +3,496 New
OWA
424
Octavia Wealth Advisors
Ohio
$203K +$196K +3,472 New
OCM
425
One Capital Management
California
$203K -$104K -1,845 -35%
15 16
17
18 19

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.