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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
CFP
476
Comprehensive Financial Planning
Pennsylvania
$33K +$33.6K +566 New
MSWA
477
Marshall & Sterling Wealth Advisors
New York
$33K +$33.6K +566 New
CWM
478
Copia Wealth Management
Oregon
$32.9K +$33.5K +564 New
WP
479
WealthShield Partners
North Carolina
$30.2K -$72.3K -1,216 -70%
GI
480
GAMMA Investing
California
$30.1K
VNA
481
Valley National Advisers
Pennsylvania
$29K -$2.85K -48 -9%
MA
482
Modus Advisors
Minnesota
$28K +$28.5K +480 New
MSFP
483
Mark Sheptoff Financial Planning
Connecticut
$26.3K
USB
484
Union Savings Bank
Connecticut
$26.3K
EPIMS
485
Evelyn Partners Investment Management Services
$24.5K +$25K +420 New
EFG
486
Ethos Financial Group
Pennsylvania
$24.1K +$24.5K +413 New
HNW
487
High Note Wealth
Minnesota
$23.8K +$24.2K +408 New
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$22.8K
PSFG
489
Park Square Financial Group
Georgia
$21.9K +$22.3K +375 New
AA
490
Ancora Advisors
Ohio
$21.8K -$23.1K -389 -51%
NSIM
491
North Star Investment Management
Illinois
$21K -$23.8K -400 -53%
RIL
492
Rothschild Investment LLC
Illinois
$20.8K
BF
493
BOK Financial
Oklahoma
$19.9K
AIC
494
Archer Investment Corporation
Indiana
$19.6K
WIM
495
Westside Investment Management
California
$19.3K
NB
496
NBT Bank
New York
$18.6K
MM
497
Main Management
California
$18K
CAM
498
Creekmur Asset Management
Illinois
$17.2K
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$16.9K -$14.2K -239 -45%
GWP
500
Gen-Wealth Partners
Michigan
$16.2K

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.