iShares U.S. Medical Devices ETF (IHI) Institutional Ownership

$55.83
-0.02 (-0.04%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

Number of
Institutional Buyers
(last 12 months)
315
Total
Institutional Inflows
(last 12 months)
$712.49M
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$555.58M
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IHI Institutional Buying and Selling by Quarter

iShares U.S. Medical Devices ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Patten & Patten Inc. TN5,270$309K0.0%-11.9%0.006%
5/10/2024Osaic Holdings Inc.402,666$23.60M0.1%-6.2%0.426%
5/10/2024 Nwam LLC9,020$504K0.0%-2.9%0.010%
5/9/2024 Orion Portfolio Solutions LLC17,228$1.01M0.0%-14.8%0.018%
5/9/2024 Blair William & Co. IL102,562$6.01M0.0%+1.5%0.109%
5/9/2024 Kingsview Wealth Management LLC112,723$6.60M0.2%+300.8%0.118%
5/9/2024 Pettyjohn Wood & White Inc.8,410$493K0.1%-6.7%0.009%
5/9/2024 WP Advisors LLC31,867$1.87M0.6%+7.3%0.033%
5/8/2024 Edmond DE Rothschild Holding S.A.11,062$648K0.0%-33.4%0.012%
5/8/2024 Baltimore Washington Financial Advisors Inc.246,621$14.45M0.9%+5.7%0.259%
5/8/2024 Bleakley Financial Group LLC3,654$214K0.0%N/A0.004%
5/8/2024 Avantax Advisory Services Inc.68,610$4.02M0.0%-22.5%0.072%
5/8/2024 US Bancorp DE40,844$2.39M0.0%-20.4%0.043%
5/8/2024 Headlands Technologies LLC461$27K0.0%N/A0.000%
5/8/2024 Thoroughbred Financial Services LLC4,445$260K0.0%-20.1%0.005%
5/7/2024 Bedel Financial Consulting Inc.3,534$207K0.0%N/A0.004%
5/7/2024 Concurrent Investment Advisors LLC9,387$550K0.0%-8.2%0.010%
5/7/2024 Montag A & Associates Inc.2,020$118K0.0%+236.7%0.002%
5/7/2024 Bernardo Wealth Planning LLC7,152$419K0.1%-22.4%0.008%
5/7/2024 Avalon Trust Co1,000$59K0.0%-16.7%0.001%
5/7/2024 EQ LLC15,759$923K0.6%-5.6%0.017%
5/7/2024 Oppenheimer & Co. Inc.14,352$841K0.0%-72.1%0.015%
5/7/2024 Hilltop National Bank3,555$208K0.1%N/A0.004%
5/7/2024 Howard Wealth Management LLC3,515$206K0.2%-14.7%0.004%
5/7/2024 Retirement Planning Co of New England Inc.18,299$1.07M0.6%-1.8%0.019%
5/7/2024 SG Americas Securities LLC6,127$359K0.0%+107.3%0.006%
5/6/2024 Envestnet Portfolio Solutions Inc.7,039$412K0.0%-5.5%0.007%
5/6/2024 Concord Investment Counsel Inc.53,493$3.13M1.1%N/A0.056%
5/6/2024 Gallacher Capital Management LLC9,632$564K0.3%+2.0%0.010%
5/6/2024 Advisory Alpha LLC5,345$313K0.0%-10.3%0.006%
5/4/2024 Geneos Wealth Management Inc.48,270$2.83M0.1%-13.1%0.051%
5/4/2024 Riggs Asset Managment Co. Inc.108,597$6.36M1.9%N/A0.114%
5/4/2024 Csenge Advisory Group7,119$417K0.0%-14.8%0.007%
5/4/2024 Joseph P. Lucia & Associates LLC19,274$1.13M0.6%-2.6%0.020%
5/3/2024 Forte Asset Management LLC3,608$211K0.1%N/A0.004%
5/3/2024 Larson Financial Group LLC3,637$213K0.0%+7.1%0.004%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors18,189$1.07M0.1%-22.6%0.019%
5/2/2024 Diversified LLC57,144$3.35M0.5%-1.9%0.060%
5/2/2024 RiverFront Investment Group LLC267,733$15.69M0.4%+10.5%0.281%
5/2/2024 USAdvisors Wealth Management LLC17,446$1.02M0.4%-4.0%0.018%
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5/2/2024 Hudock Inc.3,665$215K0.0%N/A0.004%
5/2/2024 Fifth Lane Capital LP3,425$201K0.2%N/A0.004%
5/2/2024 BNP Paribas600$35K0.0%N/A0.001%
5/2/2024 Choreo LLC19,425$1.14M0.0%+4.4%0.020%
5/2/2024 Comprehensive Wealth Management LLC8,638$506K0.4%+3.8%0.009%
5/2/2024 Moloney Securities Asset Management LLC6,650$390K0.1%-6.3%0.007%
5/2/2024 Martin Capital Advisors LLP3,545$208K0.2%-33.7%0.004%
5/1/2024 StoneX Group Inc.16,764$982K0.1%+19.6%0.018%
5/1/2024 1834 Investment Advisors Co.3,429$201K0.0%N/A0.004%
5/1/2024 Janney Montgomery Scott LLC121,734$7.13M0.0%+3.5%0.128%
5/1/2024 BNP Paribas Financial Markets116,170$6.81M0.0%+581.3%0.122%
5/1/2024 Source Financial Advisors LLC3,702$217K0.1%-43.2%0.004%
5/1/2024 Mirae Asset Global Investments Co. Ltd.22,690$1.33M0.0%-29.1%0.024%
5/1/2024 Concourse Financial Group Securities Inc.4,404$258K0.0%-89.8%0.005%
5/1/2024 Sequoia Financial Advisors LLC43,361$2.54M0.0%-2.8%0.045%
4/30/2024 Private Advisor Group LLC65,527$3.84M0.0%-14.5%0.069%
4/30/2024 J.W. Cole Advisors Inc.40,994$2.40M0.1%+28.7%0.043%
4/30/2024 Hartline Investment Corp11,720$687K0.1%N/A0.012%
4/30/2024 SpiderRock Advisors LLC8,532$488K0.0%N/A0.009%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.23,476$1.38M0.0%-96.8%0.025%
4/30/2024 Arkadios Wealth Advisors3,995$234K0.0%-10.0%0.004%
4/30/2024 Perigon Wealth Management LLC5,950$349K0.0%-17.2%0.006%
4/30/2024 Independent Family Office LLC6,000$352K0.2%N/A0.006%
4/30/2024 Hazlett Burt & Watson Inc.34,911$2.05M1.2%-10.6%0.037%
4/29/2024Commonwealth Equity Services LLC358,764$21.02M0.0%-5.5%0.376%
4/29/2024 Benjamin F. Edwards & Company Inc.23,928$1.40M0.0%+6.1%0.025%
4/29/2024 RWA Wealth Partners LLC64,078$3.75M0.1%-4.3%0.067%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC68,000$3.98M1.0%-2.9%0.071%
4/27/2024 K.J. Harrison & Partners Inc17,000$996K0.2%-32.0%0.018%
4/26/2024 Pinnacle Associates Ltd.29,776$1.75M0.0%-4.2%0.031%
4/26/2024 Sterling Investment Counsel LLC10,067$590K0.3%+20.8%0.011%
4/26/2024Prestige Wealth Management Group LLC52,585$3.08M0.7%+1.1%0.055%
4/26/2024 YHB Investment Advisors Inc.950$56K0.0%N/A0.001%
4/26/2024 Clear Creek Financial Management LLC18,360$1.08M0.1%+1.0%0.019%
4/25/2024 Capital Investment Advisory Services LLC7,022$411K0.0%-12.7%0.007%
4/25/2024 Armor Investment Advisors LLC37,857$2.22M1.1%-0.9%0.040%
4/25/2024 Valeo Financial Advisors LLC6,470$360K0.0%+32.5%0.007%
4/25/2024 Summit Financial LLC8,223$482K0.0%+13.3%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.209,673$12.29M0.0%-3.9%0.220%
4/25/2024 Heirloom Wealth Management11,768$689K0.2%-21.3%0.012%
4/24/2024 Newbridge Financial Services Group Inc.1,779$104K0.0%-40.9%0.002%
4/24/2024 Paragon Financial Partners Inc.18,865$1.11M0.9%-3.1%0.020%
4/24/2024 Dakota Wealth Management131,218$7.69M0.2%+31.1%0.138%
4/24/2024 Simplicity Wealth LLC3,654$214K0.0%N/A0.004%
4/23/2024 Charter Oak Capital Management LLC77,220$4.52M0.5%-1.7%0.081%
4/23/2024 Mason & Associates Inc72,538$4.25M1.1%+7.3%0.076%
4/23/2024 Live Oak Private Wealth LLC25,705$1.51M0.3%-1.7%0.027%
4/23/2024 Nations Financial Group Inc. IA ADV18,755$1.10M0.1%-4.4%0.020%
4/23/2024 Fifth Third Bancorp889$52K0.0%-47.2%0.001%
4/23/2024 Strategic Blueprint LLC4,019$235K0.0%-11.3%0.004%
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4/23/2024 Raymond James Financial Services Advisors Inc.345,215$20.23M0.0%-6.1%0.362%
4/22/2024 Cahaba Wealth Management Inc.3,496$205K0.0%N/A0.004%
4/22/2024 PFG Investments LLC29,782$1.75M0.1%-46.0%0.031%
4/22/2024 Altfest L J & Co. Inc.78,763$4.62M0.7%+1.8%0.083%
4/22/2024 Raymond James & Associates373,951$21.91M0.0%-2.2%0.392%
4/22/2024Ashton Thomas Private Wealth LLC16,766$982K0.1%+55.7%0.015%
4/22/2024 American Institute for Advanced Investment Management LLP8,375$491K0.4%-5.5%0.008%
4/22/2024 Strategic Advisors LLC10,090$591K0.1%-1.9%0.009%
4/20/2024 Mezzasalma Advisors LLC10,800$633K0.3%-34.7%0.010%
4/19/2024 PCG Wealth Advisors LLC7,510$440K0.2%-4.1%0.007%
(Data available from 1/1/2016 forward)

IHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IHI shares?

During the previous two years, 620 institutional investors and hedge funds held shares of iShares U.S. Medical Devices ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($11.50B), Meitav Investment House Ltd. ($165.51M), LPL Financial LLC ($135.29M), Bank of America Corp DE ($120.34M), Fisher Asset Management LLC ($112.03M), Meitav Dash Investments Ltd. ($76.81M), and Wells Fargo & Company MN ($71.71M).Learn more on IHI's institutional investors.

Which institutional investors have been buying iShares U.S. Medical Devices ETF stock?

Of the 485 institutional investors that purchased iShares U.S. Medical Devices ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($1.63M), Meitav Investment House Ltd. ($1.62M), Bank Julius Baer & Co. Ltd Zurich ($1.53M), Assetmark Inc. ($1.44M), Fisher Asset Management LLC ($1.26M), International Assets Investment Management LLC ($939.10K), and Modera Wealth Management LLC ($817.72K).

How much institutional buying is happening at iShares U.S. Medical Devices ETF?

Institutional investors have bought a total of 24,210,657 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Which iShares U.S. Medical Devices ETF major shareholders have been selling company stock?

Of the 414 institutional investors that sold iShares U.S. Medical Devices ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SG Americas Securities LLC ($4.59M), JPMorgan Chase & Co. ($2.17M), CFS Investment Advisory Services LLC ($1.63M), Harel Insurance Investments & Financial Services Ltd. ($1.53M), Bank of America Corp DE ($1.28M), Oliver Lagore Vanvalin Investment Group ($1.05M), and Envestnet Asset Management Inc. ($1.02M).

How much institutional selling is happening at iShares U.S. Medical Devices ETF?

Institutional investors have sold a total of 24,451,857 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


This page (NYSEARCA:IHI) was last updated on 5/11/2024 by MarketBeat.com Staff

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