iShares U.S. Medical DevicesIHIETF

13F holders, Q2 2025 (June 30)
547holders −13
36new positions
51sold out
3famous investors
$62.62avg. 13F price*

At the end of Q2 2025, 547 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 13 from Q1 2025. 36 opened new positions and 51 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($304.7M), Morgan Stanley ($183.4M) and LPL Financial LLC ($131.4M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$10.2M
Exits51$51.0M

All 13F filers, Q1 2025 → Q2 2025: 1,569,307 shares bought and 2,842,639 shares sold, net −1,273,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 547 holders

Menora Mivtachim Holdings LTD. 1.75% Reduce -4.1% 4,864,550 $304.7M
Morgan Stanley 0.01% Add +5.4% 2,928,633 $183.4M
LPL Financial LLC 0.04% Reduce -2.3% 2,097,596 $131.4M
Bank of America Corp. 0.01% Add +19.1% 1,934,996 $121.2M
UBS Group AG 0.01% Reduce -6.3% 1,142,446 $71.6M
Wells Fargo & Company 0.02% Reduce -0.1% 1,135,377 $71.1M
Envestnet Asset Management Inc. 0.01% Add +0.6% 757,244 $47.4M
Goldman Sachs Group Inc. 0.01% Add +64.7% 703,458 $44.1M
Harel Insurance Investments & Financial Services Ltd. 0.50% Reduce -2.9% 690,929 $43.3M
Raymond James Financial Inc. 0.01% Reduce -10.2% 679,823 $42.6M
Royal Bank of Canada 0.01% Reduce -3.7% 673,075 $42.2M
RiverFront Investment Group, LLC 0.47% Add +3.6% 387,632 $24.3M
Ameriprise Financial Inc. 0.01% Reduce -7.4% 337,238 $21.1M
Wharton Business Group, LLC 0.80% Add +15.4% 302,630 $18.9M
Cetera Investment Advisers 0.03% Add +15.7% 300,387 $18.8M
Commonwealth Equity Services, LLC 0.02% Reduce -17.0% 291,220 $18.2M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.3% 292,277 $18.2M
JPMorgan Chase & Co. 0.00% Reduce -24.3% 267,658 $16.8M
Osaic Holdings, Inc. 0.03% Reduce -3.8% 233,731 $14.6M
Baker Avenue Asset Management, LP 0.39% Add +29.6% 216,432 $13.6M
Arkansas Financial Group, Inc. 1.86% Add +0.4% 191,615 $12.0M
Gerber Kawasaki Wealth & Investment Management 0.44% Reduce -1.4% 183,199 $11.5M
HighTower Advisors, LLC 0.01% Add +11.2% 163,862 $10.3M
Alliancebernstein L.P. 0.00% Add +36.1% 163,080 $10.2M
Jones Financial Companies LLLP 0.01% Add +17.6% 164,165 $10.2M
Kingsview Wealth Management, LLC 0.17% Reduce -15.5% 161,199 $10.1M
Qube Research & Technologies Ltd 0.01% Add +16.2% 158,077 $9.9M
BNP Paribas Financial Markets 0.01% Reduce -38.8% 155,535 $9.7M
Equitable Holdings, Inc. 0.08% Reduce -0.1% 152,915 $9.6M
Mercer Global Advisors Inc. 0.02% Reduce -1.8% 149,275 $9.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -10.8% 147,483 $9.2M
GTS Securities LLC 0.38% Add +625.4% 137,742 $8.6M
Certified Advisory Corp 0.86% Reduce -1.7% 132,336 $8.3M
Cumberland Advisors Inc. 3.45% Reduce -9.0% 130,965 $8.2M
MML Investors Services, LLC 0.02% Reduce -3.8% 123,908 $7.8M
Safeguard Investment Advisory Group, LLC 1.92% Reduce -2.1% 122,932 $7.7M
Federation des caisses Desjardins du Quebec 0.03% Reduce -9.4% 120,399 $7.5M
Wealth Advisory Solutions, LLC 1.87% Reduce -1.8% 117,584 $7.4M
EP Wealth Advisors, LLC 0.05% Reduce -12.0% 114,333 $7.2M
Blair William & Co. 0.02% Add +3.1% 111,527 $7.0M
B. Riley Wealth Advisors, Inc. 0.33% Reduce -6.3% 109,530 $6.9M
Anchor Investment Management, LLC 0.60% Add +1.6% 108,478 $6.8M
Stifel Financial Corp. 0.01% Add +5.1% 107,159 $6.7M
Fisher Asset Management 0.00% Reduce -28.0% 105,924 $6.6M
Janney Montgomery Scott LLC 0.02% Add +0.7% 105,900 $6.6M
Baird Financial Group, Inc. 0.01% Add +0.1% 103,752 $6.5M
Means Investment Co., Inc. 0.61% Reduce -5.0% 102,431 $6.4M
Segment Wealth Management, LLC 0.40% Reduce -2.8% 101,540 $6.4M
LYNX Capital Group Ltd. 3.06% Reduce -0.9% 101,176 $6.3M
Moors & Cabot, Inc. 0.29% Add +0.9% 100,058 $6.3M
BFI Infinity Ltd. 5.22% Add +12.8% 99,719 $6.2M
Peapack Gladstone Financial Corp. 0.09% Reduce -0.9% 96,439 $6.0M
Millington Financial Advisors, LLC 2.93% Add +9.8% 94,792 $5.8M
Principal Securities, Inc. 0.11% Reduce -2.4% 90,418 $5.7M
Citigroup Inc. 0.00% Reduce -16.9% 89,020 $5.6M
Valicenti Advisory Services Inc. 1.28% Add +0.8% 87,267 $5.5M
Mariner, LLC 0.01% Add +9.1% 86,858 $5.4M
Altfest L J & Co. Inc. 0.63% Reduce -18.5% 85,392 $5.3M
Capital Analysts, LLC 0.18% Reduce -0.6% 84,629 $5.3M
Fifth Third Securities, Inc. 0.37% Reduce -2.6% 79,586 $5.0M
Northeast Financial Consultants Inc 0.20% Reduce -5.8% 79,059 $5.0M
Centaurus Financial, Inc. 0.28% Add +1.6% 77,664 $4.9M
NewEdge Advisors, LLC 0.02% Reduce -4.4% 75,251 $4.7M
Hamilton Wealth, LLC 1.05% Add +0.7% 74,866 $4.7M
Viewpoint Investment Partners Corp. 2.56% Add +154.6% 74,611 $4.7M
J. Goldman & Co LP 0.14% No change 73,338 $4.6M
Geneos Wealth Management Inc. 0.11% Add +30.2% 72,270 $4.5M
Truist Financial Corp. 0.01% Reduce -8.1% 71,242 $4.5M
PNC Financial Services Group, Inc. 0.00% Reduce -4.0% 70,944 $4.4M
LM Advisors LLC 0.55% Reduce -4.5% 67,778 $4.2M
J.W. Cole Advisors, Inc. 0.09% Add +2.4% 67,030 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.8% 62,801 $3.9M
Creative Financial Designs Inc. 0.28% Add +7.1% 62,057 $3.9M
Cibc World Market Inc. 0.01% Add +1.9% 61,791 $3.9M
Prestige Wealth Management Group LLC 0.78% Add +2.9% 60,797 $3.8M
CMH Wealth Management LLC 0.86% Reduce -4.3% 59,190 $3.7M
Charter Oak Capital Management, LLC 0.31% Reduce -2.8% 58,031 $3.6M
Private Advisor Group, LLC 0.02% Reduce -0.8% 56,984 $3.6M
Jane Street Group, LLC 0.01% Add +264.2% 55,569 $3.5M
Walleye Trading LLC 0.08% Add +36.9% 54,761 $3.4M
Somerset Group LLC 2.88% Add +0.8% 54,200 $3.4M
Apollon Financial, LLC 0.70% Reduce -1.1% 52,936 $3.3M
Diversified Enterprises, LLC 0.24% Reduce -0.5% 50,866 $3.2M
Axxcess Wealth Management, LLC 0.08% Reduce -33.3% 50,504 $3.2M
Capital Asset Advisory Services LLC 0.15% Reduce -33.5% 50,389 $3.1M
NORTHSTAR ASSET MANAGEMENT Co 0.72% Reduce -9.2% 49,620 $3.1M
Integrated Advisors Network LLC 0.14% Add +81.2% 48,703 $3.1M
Chicago Partners Investment Group LLC 0.08% Reduce -1.0% 48,118 $2.9M
Orleans Capital Management Corp. 1.54% Reduce -2.3% 46,295 $2.9M
Madden Advisory Services, Inc. 1.21% Reduce -0.5% 45,309 $2.8M
Rockefeller Capital Management L.P. 0.01% Add +9.5% 43,601 $2.7M
Modern Wealth Management, LLC 0.07% Add +4.0% 42,913 $2.7M
Citadel Advisors 0.00% Reduce -57.9% 41,298 $2.6M
Money Design Co.,Ltd. 0.13% Reduce -2.4% 41,122 $2.6M
Creative Planning 0.00% Add +31.3% 40,034 $2.5M
WCG Wealth Advisors LLC 0.16% Reduce -11.4% 38,930 $2.4M
Armor Investment Advisors, LLC 0.92% Reduce -2.5% 38,908 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -18.7% 38,101 $2.4M
&partners 0.02% Add +15.7% 37,626 $2.4M
Valley Wealth Managers, Inc. 0.17% Add +4.4% 37,563 $2.4M

"% 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 547 holders