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iShares US Medical Devices ETF

554 hedge funds and large institutions have $2.03B invested in iShares US Medical Devices ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 543554 (+11)

0.06% more ownership

Funds ownership: 41.75%41.81% (+0.06%)

5% less capital invested

Capital invested by funds: $2.14B → $2.03B (-$112M)

44% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 227

74% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $67.7M

Holders
554
Holders Change
+11
Holders Change %
+2.03%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
57
Increased
126
Reduced
227
Closed
42
Calls
$17.4M
Puts
$67.7M
Net Calls
-$50.3M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$5.92K +$5.71K +100 New
GWANC
527
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.45K
BCMLT
528
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.33K
S
529
SignatureFD
Georgia
$4.92K +$2.06K +36 +77%
TCM
530
TD Capital Management
Tennessee
$4.81K
PA
531
PSI Advisors
Florida
$4.54K -$4.34K -76 -50%
OLVIG
532
Oliver Lagore Vanvalin Investment Group
Michigan
$3.49K
CWC
533
Carolinas Wealth Consulting
North Carolina
$3.44K
BBHC
534
Brown Brothers Harriman & Co
New York
$3.26K +$3.14K +55 New
VWWMG
535
Vermillion & White Wealth Management Group
Pennsylvania
$3.2K
HNB
536
Huntington National Bank
Ohio
$3.08K
AW
537
Avion Wealth
Texas
$3K
SAM
538
Smartleaf Asset Management
Massachusetts
$2.94K +$2.85K +50 New
VWM
539
Venturi Wealth Management
Texas
$2.61K
AIM
540
Arcadia Investment Management
Michigan
$2.55K -$457 -8 -16%
JPWM
541
Jamison Private Wealth Management
Georgia
$2.55K +$2.46K +43 New
RIA
542
Realta Investment Advisors
Delaware
$2.38K -$273K -4,787 -99%
OA
543
Operose Advisors
Wisconsin
$2.25K
LWANC
544
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.13K
CIA
545
Cape Investment Advisory
Georgia
$1.78K
EWA
546
EverSource Wealth Advisors
Alabama
$1.42K
Credit Agricole
547
Credit Agricole
France
$1.42K
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$1.36K +$1.31K +23 New
WAM
549
WFA Asset Management
Wisconsin
$1.08K
SRCM
550
Signature Resources Capital Management
California
$1.07K

IHI Hedge Fund Activity: Q3 2024 in Review

554 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2024, worth a combined $2.03B — down 5.2% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IHI positions and 42 closed out — a net gain of 15 holders — while 126 added to existing stakes and 227 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $42.5M. The largest seller was Fisher Asset Management, cutting an estimated $40.3M.

  • 554 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2024, up from 543 in Q2 2024.
  • Funds reported $2.03B of iShares US Medical Devices ETF stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 57 funds opened new iShares US Medical Devices ETF positions in Q3 2024 and 42 closed out, a net change of +15 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $42.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2024 was Fisher Asset Management, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2024.