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iShares US Medical Devices ETF
IHI

Overview Fund Activity

557 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 77 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+6
Holders Change %
+1.09%
% of All Funds
7.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
77
Increased
139
Reduced
216
Closed
55
Calls
$19.3M
Puts
$44.7M
Net Calls
-$25.4M
Net Calls Change
+$24.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$35M
2
LPL Financial
LPL Financial
California
+$25.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$11.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.75M
5
UBS Group
UBS Group
Switzerland
+$6.09M

Top Sellers

1
Citigroup
Citigroup
New York
-$318M
2
IAIM
International Assets Investment Management
Florida
-$43.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$41.3M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$24.2M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
401
Octavia Wealth Advisors
Ohio
$203K – – –
GVCM
402
Global View Capital Management
Wisconsin
$202K +$202K +3,458 New
WWP
403
WR Wealth Planners
Missouri
$201K -$96.7K -1,657 -33%
CT
404
Clearstead Trust
Maine
$198K – – –
UBP
405
Union Bancaire Privee
Switzerland
$196K +$196K +3,480 New
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$195K +$58 +1 +0%
AWM
407
Activest Wealth Management
Florida
$192K +$117 +2 +0.1%
MHR
408
Matthew Hamilton Rosenberg
$180K +$15K +257 +9%
FFWM
409
Future Financial Wealth Management
Ohio
$179K -$1.17K -20 -0.6%
MWM
410
MGB Wealth Management
Texas
$176K – – –
AG
411
AmeriFlex Group
Nevada
$174K +$174K +2,720 New
AWM
412
AE Wealth Management
Kansas
$172K +$172K +2,941 New
PWS
413
Peterson Wealth Services
Utah
$170K – – –
BFO
414
Biltmore Family Office
North Carolina
$158K – – –
GT
415
Glenmede Trust
Pennsylvania
$151K – – –
FWP
416
FAS Wealth Partners
Kansas
$146K +$1.4K +24 +1%
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
$138K -$2.63M -45,012 -95%
TCG
418
Transcendent Capital Group
Oklahoma
$128K – – –
BWL
419
Bogart Wealth LLC
Virginia
$125K +$58 +1 +0%
MA
420
Montag & Associates
Georgia
$121K +$14.6K +250 +14%
BTI
421
Blue Trust Inc
Georgia
$116K +$53.6K +919 +87%
MIFH
422
Migdal Insurance & Financial Holdings
Israel
$114K -$51.3K -882 -31%
CWP
423
Concord Wealth Partners
Virginia
$113K -$13.2K -227 -11%
AAP
424
Arax Advisory Partners
Colorado
$111K +$61.2K +1,048 +122%
WT
425
Whittier Trust
California
$105K – – –
15 16
17
18 19