iShares U.S. Medical DevicesIHIETF

13F holders, Q1 2025 (March 31)
560holders −5
44new positions
47sold out
3famous investors
$60.14avg. 13F price*

At the end of Q1 2025, 560 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 5 from Q4 2024. 44 opened new positions and 47 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($305.3M), Morgan Stanley ($167.3M) and LPL Financial LLC ($129.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares U.S. Medical Devices
CUSIP
464288810
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 581Q1 2024Q2 2024: 545Q2 2024Q3 2024: 555Q3 2024Q4 2024: 565Q4 2024Q1 2025: 560Q1 2025Q2 2025: 547Q2 2025Q3 2025: 526Q3 2025Q4 2025: 557Q4 2025Q1 2026: 511Q1 2026Q2 2026: 503Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions44$345.7M
Exits47$16.0M

All 13F filers, Q4 2024 → Q1 2025: 7,560,350 shares bought and 3,644,215 shares sold, net +3,916,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 560 holders

Menora Mivtachim Holdings LTD. 1.99% New 5,072,050 $305.3M
Morgan Stanley 0.01% Reduce -2.6% 2,779,223 $167.3M
LPL Financial LLC 0.05% Reduce -4.0% 2,147,548 $129.3M
Bank of America Corp. 0.01% Reduce -39.1% 1,624,034 $97.8M
UBS Group AG 0.02% Reduce -2.5% 1,218,877 $73.4M
Wells Fargo & Company 0.02% Add +4.5% 1,136,054 $68.4M
Raymond James Financial Inc. 0.02% Add +13.5% 756,743 $45.5M
Envestnet Asset Management Inc. 0.01% Add +0.6% 752,670 $45.3M
Harel Insurance Investments & Financial Services Ltd. 0.56% Add +980.6% 711,329 $42.5M
Royal Bank of Canada 0.01% Reduce -1.6% 698,962 $42.1M
Goldman Sachs Group Inc. 0.00% Add +46.7% 427,152 $25.7M
RiverFront Investment Group, LLC 0.50% Add +9.3% 373,968 $22.5M
Ameriprise Financial Inc. 0.01% Add +11.2% 364,298 $21.9M
JPMorgan Chase & Co. 0.00% Reduce -28.5% 353,752 $21.3M
Commonwealth Equity Services, LLC 0.03% Add +8.8% 350,979 $21.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +20.5% 267,366 $16.1M
Wharton Business Group, LLC 0.71% Add +1.7% 262,205 $15.7M
Cetera Investment Advisers 0.03% Add +4.3% 259,602 $15.6M
BNP Paribas Financial Markets 0.01% Reduce -27.1% 254,061 $15.3M
Osaic Holdings, Inc. 0.03% Reduce -4.9% 242,883 $14.6M
Kingsview Wealth Management, LLC 0.22% Reduce -7.7% 190,701 $11.5M
FWL Investment Management, LLC 4.22% Reduce -5.8% 188,759 $11.4M
Gerber Kawasaki Wealth & Investment Management 0.50% Reduce -3.9% 185,884 $11.2M
Arkansas Financial Group, Inc. 1.84% Add +4.2% 190,871 $10.7M
Baker Avenue Asset Management, LP 0.32% Add +1.7% 167,045 $10.1M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -4.5% 165,425 $10.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.57% New 158,000 $9.5M
Equitable Holdings, Inc. 0.09% Add +1.1% 153,005 $9.2M
Mercer Global Advisors Inc. 0.02% Reduce -6.9% 151,960 $9.1M
HighTower Advisors, LLC 0.01% Reduce -37.7% 147,359 $8.9M
Fisher Asset Management 0.00% Reduce -87.2% 147,066 $8.9M
Trivium Point Advisory, LLC 1.09% Add +7.5% 146,390 $8.8M
Cumberland Advisors Inc. 3.93% Add +44.7% 143,860 $8.7M
Jones Financial Companies LLLP 0.01% Add +32.5% 139,561 $8.3M
Qube Research & Technologies Ltd 0.01% Add +5661.3% 136,025 $8.2M
Certified Advisory Corp 0.92% Reduce -1.3% 134,622 $8.1M
Federation des caisses Desjardins du Quebec 0.04% Add +0.9% 132,952 $8.0M
EP Wealth Advisors, LLC 0.06% Reduce -6.9% 129,962 $7.8M
MML Investors Services, LLC 0.03% Add +1.0% 128,775 $7.8M
Safeguard Investment Advisory Group, LLC 2.05% Reduce -1.0% 125,540 $7.6M
Alliancebernstein L.P. 0.00% Add +71.5% 119,844 $7.2M
Wealth Advisory Solutions, LLC 1.91% New 119,737 $7.2M
B. Riley Wealth Advisors, Inc. 0.21% Add +2.9% 116,950 $7.0M
Dakota Wealth Management 0.16% Reduce -8.6% 110,506 $6.7M
Blair William & Co. 0.02% Add +6.1% 108,207 $6.5M
Means Investment Co., Inc. 0.69% Reduce -28.8% 107,768 $6.5M
Citigroup Inc. 0.00% Reduce -42.4% 107,124 $6.4M
Anchor Investment Management, LLC 0.60% Add +0.3% 106,797 $6.4M
Janney Montgomery Scott LLC 0.02% Reduce -4.4% 105,188 $6.3M
Altfest L J & Co. Inc. 0.79% Add +94.4% 104,788 $6.3M
Yarbrough Capital, LLC 0.27% No change 104,660 $6.3M
Segment Wealth Management, LLC 0.43% Reduce -2.3% 104,435 $6.3M
Baird Financial Group, Inc. 0.01% Add +2.8% 103,626 $6.2M
LYNX Capital Group Ltd. 3.16% Add +25.0% 102,090 $6.1M
Stifel Financial Corp. 0.01% Reduce -4.0% 101,978 $6.1M
Moors & Cabot, Inc. 0.30% Add +0.7% 99,138 $6.0M
Citadel Advisors 0.01% Reduce -35.3% 98,004 $5.9M
Peapack Gladstone Financial Corp. 0.09% Reduce -3.1% 97,342 $5.9M
Principal Securities, Inc. 0.12% Add +0.7% 92,682 $5.4M
BFI Infinity Ltd. 5.75% New 88,416 $5.3M
Valicenti Advisory Services Inc. 1.34% Add +43.6% 86,572 $5.2M
Capital Analysts, LLC 0.19% Reduce -10.8% 85,142 $5.1M
Northeast Financial Consultants Inc 0.22% Reduce -20.4% 83,890 $5.0M
Fifth Third Securities, Inc. 0.41% Reduce -23.1% 81,722 $4.9M
Millington Financial Advisors, LLC 3.00% Add +12.2% 86,367 $4.9M
Mariner, LLC 0.01% Add +5.4% 79,601 $4.8M
NewEdge Advisors, LLC 0.03% Reduce -1.2% 78,750 $4.7M
Riggs Asset Managment Co. Inc. 1.35% Add +5.9% 78,309 $4.7M
Truist Financial Corp. 0.01% Reduce -24.5% 77,506 $4.7M
Centaurus Financial, Inc. 0.28% Add +1.1% 76,449 $4.6M
Capital Asset Advisory Services LLC 0.23% Reduce -3.3% 75,738 $4.6M
Axxcess Wealth Management, LLC 0.12% Reduce -3.3% 75,724 $4.6M
Hamilton Wealth, LLC 1.08% Add +3.8% 74,326 $4.5M
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 73,897 $4.4M
J. Goldman & Co LP 0.16% No change 73,338 $4.4M
Dale Q Rice Investment Management Ltd 2.23% Reduce -1.6% 71,592 $4.3M
LM Advisors LLC 0.77% Reduce -4.5% 70,962 $4.3M
Lake Hills Wealth Management, LLC 2.87% Reduce -9.3% 68,971 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.0% 67,362 $4.1M
Virtu Financial LLC 0.22% Reduce -3.1% 65,651 $4.0M
J.W. Cole Advisors, Inc. 0.12% Add +24.0% 65,440 $3.9M
Transcend Capital Advisors, LLC 0.27% Reduce -9.6% 62,490 $3.8M
CMH Wealth Management LLC 0.93% Reduce -1.5% 61,829 $3.7M
Cibc World Market Inc. 0.01% Add +9.9% 60,628 $3.6M
Tower Research Capital LLC (TRC) 0.11% Add +15.5% 56,225 $3.6M
Snider Financial Group 1.18% Reduce -15.4% 60,172 $3.6M
Charter Oak Capital Management, LLC 0.33% Reduce -3.3% 59,677 $3.6M
Prestige Wealth Management Group LLC 0.76% Add +17.3% 59,107 $3.6M
Creative Financial Designs Inc. 0.28% Add +1.9% 57,942 $3.5M
Private Advisor Group, LLC 0.02% Reduce -6.1% 57,475 $3.5M
Susquehanna International Group, LLP 0.01% Reduce -7.7% 55,644 $3.3M
Geneos Wealth Management Inc. 0.11% No change 55,506 $3.3M
Continuum Advisory, LLC 0.43% Reduce -1.6% 55,105 $3.3M
Capital Fund Management S.A. 0.04% Reduce -16.7% 54,646 $3.3M
NORTHSTAR ASSET MANAGEMENT Co 0.79% Reduce -11.3% 54,645 $3.3M
Somerset Group LLC 2.95% Add +3.6% 53,778 $3.2M
Apollon Financial, LLC 0.76% Reduce -9.9% 53,518 $3.2M
Atria Wealth Solutions, Inc. 0.04% Add +21.6% 52,093 $3.1M
Marshall Wace, LLP 0.00% New 51,359 $3.1M
Diversified Enterprises, LLC 0.26% Reduce -0.9% 51,105 $3.1M

"% of holder's portfolio" is IHI's weight in each manager's 13F, not the share of iShares U.S. Medical Devices the manager owns.

Show all 560 holders