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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
HFS
401
Howard Financial Services
Texas
$205K +$238 +4 +0.1%
CWM
402
Cahaba Wealth Management
Georgia
$205K -$37.3K -628 -15%
FCA
403
Fortis Capital Advisors
Kansas
$204K -$3.8K -64 -2%
AWA
404
Acorn Wealth Advisors
Michigan
$203K -$16.3K -274 -7%
OWA
405
Octavia Wealth Advisors
Ohio
$203K
GVCM
406
Global View Capital Management
Wisconsin
$202K +$206K +3,458 New
WWP
407
WR Wealth Planners
Missouri
$201K -$98.5K -1,657 -33%
CT
408
Clearstead Trust
Maine
$198K
UBP
409
Union Bancaire Privee
Switzerland
$196K +$207K +3,480 New
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$195K +$59 +1 +0%
AWM
411
Activest Wealth Management
Florida
$192K +$119 +2 +0.1%
MHR
412
Matthew Hamilton Rosenberg
$180K +$15.3K +257 +9%
FFWM
413
Future Financial Wealth Management
Ohio
$179K -$1.19K -20 -0.6%
MWM
414
MGB Wealth Management
Texas
$176K
AG
415
AmeriFlex Group
Nevada
$174K +$162K +2,720 New
AWM
416
AE Wealth Management
Kansas
$172K +$175K +2,941 New
PWS
417
Peterson Wealth Services
Utah
$170K
BFO
418
Biltmore Family Office
North Carolina
$158K
GT
419
Glenmede Trust
Pennsylvania
$151K
FWP
420
FAS Wealth Partners
Kansas
$146K +$1.43K +24 +1%
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
$138K -$2.68M -45,012 -95%
TCG
422
Transcendent Capital Group
Oklahoma
$128K
BWL
423
Bogart Wealth LLC
Virginia
$125K +$59 +1 +0%
MA
424
Montag & Associates
Georgia
$121K +$14.9K +250 +14%
BTI
425
Blue Trust Inc
Georgia
$116K +$54.6K +919 +87%

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.