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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
VR
201
Valued Retirements
Texas
$841K -$282K -4,752 -25%
YDMI
202
Y.D. More Investments
Israel
$840K -$48.7K -820 -5%
HI
203
Harbour Investments
Wisconsin
$838K -$53K -891 -6%
Barclays
204
Barclays
United Kingdom
$834K +$290K +4,875 +52%
CIC
205
Carnegie Investment Counsel
Ohio
$798K -$53.5K -900 -6%
NIP
206
Nicholas Investment Partners
California
$795K +$810K +13,629 New
VVP
207
Venture Visionary Partners
Ohio
$795K
Lido Advisors
208
Lido Advisors
California
$792K +$5.82K +98 +0.7%
Brown Advisory
209
Brown Advisory
Maryland
$791K -$14.5K -244 -2%
FFA
210
Farther Finance Advisors
California
$761K +$8.86K +149 +1%
CB
211
Commerce Bank
Missouri
$756K
CA
212
Cornerstone Advisory
Maryland
$747K +$59 +1 +0%
BAM
213
Belpointe Asset Management
Nevada
$746K -$6.24K -105 -0.8%
OC
214
Oppenheimer & Co
New York
$743K -$107K -1,804 -12%
IAIM
215
International Assets Investment Management
Florida
$742K -$44.3M -746,096 -98%
ST
216
Spinnaker Trust
Maine
$735K
WFS
217
WealthGarden F.S.
California
$727K -$49.9K -840 -6%
RA
218
RFG Advisory
Alabama
$726K -$5.59K -94 -0.7%
SFS
219
Sowell Financial Services
Arkansas
$722K -$356K -5,991 -33%
FWSM
220
First Wilshire Securities Management
California
$718K
GPA
221
Guerra Pan Advisors
New Jersey
$713K -$70.1K -1,179 -9%
IA
222
IFG Advisory
Georgia
$713K +$726K +12,214 New
PPWM
223
Paragon Private Wealth Management
Kentucky
$712K +$49.1K +826 +7%
SWP
224
Sagespring Wealth Partners
Tennessee
$710K +$723K +12,162 New
SWP
225
Strategic Wealth Partners
Ohio
$709K -$7.59M -127,769 -92%

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.