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iShares US Medical Devices ETF

554 hedge funds and large institutions have $2.03B invested in iShares US Medical Devices ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 543554 (+11)

0.06% more ownership

Funds ownership: 41.75%41.81% (+0.06%)

5% less capital invested

Capital invested by funds: $2.14B → $2.03B (-$112M)

44% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 227

74% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $67.7M

Holders
554
Holders Change
+11
Holders Change %
+2.03%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
57
Increased
126
Reduced
227
Closed
42
Calls
$17.4M
Puts
$67.7M
Net Calls
-$50.3M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$208K +$201K +3,516 New
HFS
402
Howard Financial Services
Texas
$208K +$200K +3,509 New
GM
403
GeoWealth Management
Illinois
$207K -$13.3K -233 -6%
SFA
404
Source Financial Advisors
New York
$207K -$13.3K -233 -6%
OWA
405
Octavia Wealth Advisors
Ohio
$206K +$198K +3,472 New
KeyBank National Association
406
KeyBank National Association
Ohio
$205K -$18K -315 -8%
GC
407
Gibson Capital
Pennsylvania
$203K +$196K +3,425 New
TW
408
TrinityPoint Wealth
Connecticut
$203K -$8.57K -150 -4%
CWS
409
Cypress Wealth Services
California
$202K +$195K +3,417 New
CT
410
Clearstead Trust
Maine
$201K
AI
411
Atria Investments
North Carolina
$201K -$140K -2,455 -42%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$198K +$5.31K +93 +3%
SIC
413
Salem Investment Counselors
North Carolina
$196K -$3.43K -60 -2%
AWM
414
Activest Wealth Management
Florida
$195K +$114 +2 +0.1%
FFWM
415
Future Financial Wealth Management
Ohio
$182K +$176K +3,080 New
GTAM
416
Global Trust Asset Management
Florida
$181K +$131K +2,300 +307%
MWM
417
MGB Wealth Management
Texas
$179K
PWS
418
Peterson Wealth Services
Utah
$172K +$166K +2,910 New
MIFH
419
Migdal Insurance & Financial Holdings
Israel
$168K
MHR
420
Matthew Hamilton Rosenberg
$168K -$4.85K -85 -3%
BFO
421
Biltmore Family Office
North Carolina
$160K
GT
422
Glenmede Trust
Pennsylvania
$153K
FWP
423
FAS Wealth Partners
Kansas
$146K
NFA
424
Northwest Financial Advisors
Virginia
$143K +$138K +2,411 New
PCMC
425
Private Capital Management (Colorado)
Colorado
$142K +$137K +2,403 New

IHI Hedge Fund Activity: Q3 2024 in Review

554 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2024, worth a combined $2.03B — down 5.2% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IHI positions and 42 closed out — a net gain of 15 holders — while 126 added to existing stakes and 227 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $42.5M. The largest seller was Fisher Asset Management, cutting an estimated $40.3M.

  • 554 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2024, up from 543 in Q2 2024.
  • Funds reported $2.03B of iShares US Medical Devices ETF stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 57 funds opened new iShares US Medical Devices ETF positions in Q3 2024 and 42 closed out, a net change of +15 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $42.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2024 was Fisher Asset Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2024.