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iShares US Medical Devices ETF
IHI

Overview Fund Activity

583 hedge funds and large institutions have $2.19B invested in iShares US Medical Devices ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 167 increasing their positions, 232 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+28
Holders Change %
+5.05%
% of All Funds
9.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
68
Increased
167
Reduced
232
Closed
38
Calls
$12.4M
Puts
$18.1M
Net Calls
-$5.71M
Net Calls Change
-$14M

Top Buyers

1
LPL Financial
LPL Financial
California
$160M
2
CM
Castleark Management
Illinois
$8.92M
3
WAS
WESPAC Advisors SoCal
California
$8.8M
4
Marshall Wace
Marshall Wace
United Kingdom
$8.65M
5
EWA
EP Wealth Advisors
California
$9.68M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$0
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1.21M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$0
4
Bank of America
Bank of America
North Carolina
$108M
5
NSLI
Nan Shan Life Insurance
Taiwan
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
501
Princeton Global Asset Management
New Jersey
$33.9K -$12.4K -220 -27%
PCA
502
Providence Capital Advisors
North Carolina
$33.9K -$3.28K -58 -9%
MA
503
Montag & Associates
Georgia
$33.9K – – –
LFA
504
Legend Financial Advisors
Pennsylvania
$33.4K -$33.8K -599 -50%
FHA
505
First Horizon Advisors
Tennessee
$31.6K +$28.2K +500 +833%
FCA
506
FinTrust Capital Advisors
South Carolina
$31.5K – – –
BF
507
BOK Financial
Oklahoma
$31.2K -$75.8K -1,342 -71%
FFL
508
Financial Freedom LLC
Ohio
$30.4K +$56 +1 +0.2%
MMG
509
Monetary Management Group
Missouri
$28.2K – – –
OP
510
ORG Partners
Indiana
$27.2K +$27.2K +487 New
MSFP
511
Mark Sheptoff Financial Planning
Connecticut
$25.4K – – –
USB
512
Union Savings Bank
Connecticut
$25.2K +$25.2K +450 New
CWA
513
Clearview Wealth Advisors
Oregon
$25K -$6.1K -108 -20%
BWM
514
Baystate Wealth Management
Massachusetts
$24.9K +$24.9K +440 New
CAM
515
Costello Asset Management
Pennsylvania
$24.2K -$3.39K -60 -12%
SIS
516
Sound Income Strategies
Florida
$23K +$23K +408 New
NSIM
517
North Star Investment Management
Illinois
$22.6K +$22.6K +400 New
TFA
518
Transamerica Financial Advisors
Florida
$22K – – –
CTC
519
Central Trust Company
Missouri
$21.2K – – –
AFS
520
Annapolis Financial Services
Maryland
$20.7K – – –
ACA
521
Aptus Capital Advisors
Alabama
$20.4K +$5.93K +105 +41%
TSWM
522
Tyler-Stone Wealth Management
Ohio
$20K +$20K +354 New
EWM
523
Endurance Wealth Management
Rhode Island
$19K – – –
AIC
524
Archer Investment Corporation
Indiana
$19K +$3.05K +54 +19%
WIM
525
Westside Investment Management
California
$18.6K – – –
19 20
21
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