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iShares US Medical Devices ETF

558 hedge funds and large institutions have $1.93B invested in iShares US Medical Devices ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

4.22% more ownership

Funds ownership: 37.51%41.72% (+4.2%)

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

1% less funds holding

Funds holding: 564558 (-6)

10% less capital invested

Capital invested by funds: $2.15B → $1.93B (-$219M)

29% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 216

64% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $28.8M

Holders
558
Holders Change
-6
Holders Change %
-1.06%
% of All Funds
7.48%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
48
Increased
154
Reduced
216
Closed
47
Calls
$10.5M
Puts
$28.8M
Net Calls
-$18.3M
Net Calls Change
+$7.06M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
Orleans Capital Management
Louisiana
$2.85M -$22.1K -355 -0.7%
KAS
102
Kestra Advisory Services
Texas
$2.82M -$198K -3,190 -6%
MAS
103
Madden Advisory Services
Florida
$2.74M -$30.9K -498 -1%
VAG
104
VisionPoint Advisory Group
Texas
$2.67M -$120K -1,927 -4%
WWA
105
WCG Wealth Advisors
Nevada
$2.64M -$87.9K -1,415 -3%
MD
106
Money Design
Japan
$2.54M -$352K -5,660 -12%
AF
107
Allworth Financial
California
$2.51M -$151K -2,427 -5%
MWM
108
Modern Wealth Management
Kansas
$2.48M +$53.3K +858 +2%
DAS
109
Dynamic Advisor Solutions
Arizona
$2.43M +$25K +403 +1%
Walleye Trading
110
Walleye Trading
New York
$2.41M +$1.33M +21,405 +115%
AIA
111
Armor Investment Advisors
North Carolina
$2.4M +$2.73K +44 +0.1%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$2.4M +$413K +6,650 +20%
SWP
113
Stratos Wealth Partners
Ohio
$2.3M -$179K -2,886 -7%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.26M +$493K +7,939 +27%
KWM
115
Koa Wealth Management
California
$2.24M -$191K -3,079 -8%
SEIA
116
Signature Estate & Investment Advisors
California
$2.21M +$335K +5,389 +17%
VWM
117
Valley Wealth Managers
New Jersey
$2.17M +$690K +11,101 +45%
SFPG
118
Stonebridge Financial Planning Group
Florida
$2.15M +$50K +805 +2%
CFG
119
Citizens Financial Group
Rhode Island
$2.12M -$131K -2,104 -6%
SFA
120
Sequoia Financial Advisors
Ohio
$2.11M -$156K -2,504 -7%
FTUS
121
Flow Traders U.S.
New York
$2.09M +$2.16M +34,705 New
US Bancorp
122
US Bancorp
Minnesota
$2.05M -$146K -2,354 -6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$2.03M +$352K +5,671 +20%
GPA
124
Garrison Point Advisors
California
$2.02M -$29.8K -480 -1%
NL
125
NWAM LLC
Washington
$2.02M +$261K +4,201 +14%

IHI Hedge Fund Activity: Q1 2025 in Review

558 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2025, worth a combined $1.93B — down 10% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IHI positions and 47 closed out — a net gain of 1 holder — while 154 added to existing stakes and 216 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $315M. The largest seller was Bank of America, cutting an estimated $64.8M.

  • 558 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2025, down from 564 in Q4 2024.
  • Funds reported $1.93B of iShares US Medical Devices ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 48 funds opened new iShares US Medical Devices ETF positions in Q1 2025 and 47 closed out, a net change of +1 holder.
  • The largest iShares US Medical Devices ETF buyer in Q1 2025 was Menora Mivtachim Holdings, an estimated $315M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2025 was Bank of America, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2025.