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iShares US Medical Devices ETF

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: 67 (+1)

1% more funds holding

Funds holding: 574581 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
451
Founders Capital Management (Texas)
Texas
$98.6K -$2.32K -41 -2%
RFA
452
Register Financial Advisors
Georgia
$92.9K
SSB
453
Sandy Spring Bank
Maryland
$89.3K -$4.41K -78 -5%
BlackRock
454
BlackRock
New York
$88.3K +$4.52K +80 +6%
FFA
455
Founders Financial Alliance
North Carolina
$84.8K
FP
456
Financial Perspectives
Minnesota
$84.6K
RG
457
Retirement Group
California
$82.1K
HFS
458
Hantz Financial Services
Michigan
$76K +$73.6K +1,303 New
Franklin Resources
459
Franklin Resources
California
$71.5K
HR
460
Howe & Rusling
New York
$70.3K -$255K -4,508 -79%
CM
461
Caption Management
Oklahoma
$70.2K -$249K -4,402 -79%
BWP
462
Baldwin Wealth Partners
Massachusetts
$68.7K
HWP
463
Highline Wealth Partners
California
$67.9K -$261K -4,623 -80%
ACA
464
Atlas Capital Advisors
Wyoming
$62.8K
OIA
465
Optimum Investment Advisors
Illinois
$62.6K
IGWM
466
ICA Group Wealth Management
Colorado
$59.2K -$13.8K -244 -19%
PAG
467
Paladin Advisory Group
Iowa
$59K
AT
468
Avalon Trust
New Mexico
$58.6K -$11.3K -200 -17%
CYG
469
Clean Yield Group
Vermont
$57.4K
AI
470
Arvest Investments
Arkansas
$56.2K
GIA
471
GHP Investment Advisors
Colorado
$54.7K
SIS
472
Sound Income Strategies
Florida
$53.6K -$4.41K -78 -8%
TFGT
473
TS Financial Group (TSFG)
Illinois
$53K
TC
474
Truvestments Capital
Florida
$52.7K
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$52.1K -$44.8K -794 -47%

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.