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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
CTA
476
Colonial Trust Advisors
South Carolina
$49.6K +$56 +1 +0.1%
CH
477
Canton Hathaway
Rhode Island
$49K – – –
TPCW
478
TD Private Client Wealth
New York
$48.7K +$24.9K +440 +113%
EWM
479
EPG Wealth Management
Georgia
$48.5K – – –
CA
480
Clearstead Advisors
Ohio
$46.2K +$11.4K +201 +32%
Bank Julius Baer & Co
481
Bank Julius Baer & Co
Switzerland
$45.7K – – –
AA
482
Ancora Advisors
Ohio
$44.6K -$488K -8,648 -92%
NSIM
483
North Star Investment Management
Illinois
$44.5K – – –
ANBT
484
American National Bank & Trust
Texas
$43.9K – – –
Amundi
485
Amundi
France
$43.1K -$5.65K -100 -11%
PCMC
486
Private Capital Management (Colorado)
Colorado
$42.3K – – –
KFI
487
Key Financial Inc
Pennsylvania
$41.5K +$56 +1 +0.1%
AWM
488
AllSquare Wealth Management
New York
$40.8K – – –
PCA
489
Providence Capital Advisors
North Carolina
$40.5K +$6.55K +116 +20%
RLIM
490
Red Lighthouse Investment Management
New York
$39K – – –
MG
491
Mather Group
Illinois
$38.8K +$40.6K +718 New
BA
492
Ballast Advisors
Minnesota
$36.9K – – –
ACA
493
Aptus Capital Advisors
Alabama
$35.9K +$23.4K +414 +208%
GWS
494
Glassman Wealth Services
Virginia
$35.3K – – –
FCA
495
FinTrust Capital Advisors
South Carolina
$35.2K – – –
PGAM
496
Princeton Global Asset Management
New Jersey
$35.2K – – –
BP
497
BNP Paribas
France
$35.2K +$33.9K +600 New
LFA
498
Legend Financial Advisors
Pennsylvania
$34.7K +$6.95K +123 +26%
EL
499
EMFO LLC
Florida
$34.6K – – –
FIM
500
Fernwood Investment Management
Massachusetts
$32.5K +$31.3K +555 New
18 19
20
21 22

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.