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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
FFL
501
Financial Freedom LLC
Ohio
$31.6K – – –
DRS
502
Deane Retirement Strategies
Louisiana
$27.6K -$5.59M -98,896 -100%
HT
503
Headlands Technologies
Illinois
$27K +$26K +461 New
S
504
SignatureFD
Georgia
$27K +$23.4K +414 +881%
CMA
505
Cedar Mountain Advisors
Oregon
$26.4K – – –
MSFP
506
Mark Sheptoff Financial Planning
Connecticut
$26.4K – – –
USB
507
Union Savings Bank
Connecticut
$26.4K – – –
NB
508
NBT Bank
New York
$24.6K – – –
TAM
509
Tucker Asset Management
Colorado
$24.3K +$8.47K +150 +57%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$23.9K – – –
TFA
511
Transamerica Financial Advisors
Florida
$23K – – –
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$22.9K – – –
AFS
513
Annapolis Financial Services
Maryland
$21.4K – – –
First Manhattan
514
First Manhattan
New York
$21.1K – – –
HNB
515
Huntington National Bank
Ohio
$21.1K – – –
RIL
516
Rothschild Investment LLC
Illinois
$20.9K -$16.9K -300 -46%
TSWM
517
Tyler-Stone Wealth Management
Ohio
$20.7K – – –
AIC
518
Archer Investment Corporation
Indiana
$19.7K – – –
WIM
519
Westside Investment Management
California
$19.3K – – –
MM
520
Main Management
California
$19K -$16.2K -286 -47%
NIC
521
Northwest Investment Counselors
Oregon
$17.6K +$16.9K +300 New
CJ
522
Caitlin John
Michigan
$17.4K – – –
CAM
523
Creekmur Asset Management
Illinois
$17.2K – – –
PCWA
524
Pacific Capital Wealth Advisors
California
$17.2K +$16.6K +294 New
RP
525
Rice Partnership
Hawaii
$17.1K -$15.2K -270 -48%
19 20
21
22 23

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.