iShares U.S. Medical DevicesIHIETF

13F holders, Q4 2025 (December 31)
557holders +31
42new positions
31sold out
7famous investors
$62.12avg. 13F price*

At the end of Q4 2025, 557 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, up 31 from Q3 2025. 42 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($213.8M), Menora Mivtachim Holdings LTD. ($159.2M) and Bank of America Corp. ($107.7M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$59.4M
Exits31$32.9M

All 13F filers, Q3 2025 → Q4 2025: 2,360,797 shares bought and 3,709,878 shares sold, net −1,349,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 557 holders

Morgan Stanley 0.01% Add +14.4% 3,440,023 $213.8M
Menora Mivtachim Holdings LTD. 0.75% Reduce -35.1% 2,561,450 $159.2M
Bank of America Corp. 0.01% Add +1.3% 1,733,087 $107.7M
LPL Financial LLC 0.03% Reduce -0.7% 1,516,647 $94.3M
UBS Group AG 0.01% Reduce -2.6% 1,022,542 $63.6M
Wells Fargo & Company 0.01% Reduce -2.0% 990,933 $61.6M
Royal Bank of Canada 0.01% Add +2.3% 762,405 $47.4M
Raymond James Financial Inc. 0.01% Add +3.3% 654,330 $40.7M
Envestnet Asset Management Inc. 0.01% Reduce -2.0% 631,552 $39.3M
RiverFront Investment Group, LLC 0.43% Add +3.9% 418,622 $26.0M
Ameriprise Financial Inc. 0.00% Reduce -0.2% 328,593 $20.5M
Cetera Investment Advisers 0.02% Reduce -1.9% 325,151 $20.2M
Commonwealth Equity Services, LLC 0.03% Reduce -5.6% 312,108 $19.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.5% 292,731 $18.9M
Wharton Business Group, LLC 0.71% Reduce -1.0% 299,530 $18.6M
Foundations Investment Advisors, LLC 0.23% New 285,784 $17.8M
BNP Paribas Financial Markets 0.01% Add +2540.7% 252,529 $15.7M
Kingsview Wealth Management, LLC 0.23% Reduce -6.0% 252,479 $15.7M
Qube Research & Technologies Ltd 0.02% Reduce -14.5% 245,086 $15.2M
Goldman Sachs Group Inc. 0.00% Reduce -7.1% 230,481 $14.3M
Baker Avenue Asset Management, LP 0.31% Add +11.4% 215,196 $13.4M
Tudor Investment Corporation 0.07% New 207,281 $12.9M
Osaic Holdings, Inc. 0.02% Reduce -10.5% 204,944 $12.7M
Citigroup Inc. 0.01% Add +332.1% 203,032 $12.6M
Arkansas Financial Group, Inc. 1.82% Add +0.7% 202,744 $12.6M
HighTower Advisors, LLC 0.01% Add +13.4% 189,419 $11.8M
Jones Financial Companies LLLP 0.01% Add +5.5% 187,253 $11.6M
Gerber Kawasaki Wealth & Investment Management 0.38% Reduce -4.0% 173,273 $10.8M
Two Sigma Investments, LP 0.02% Reduce -19.0% 167,200 $10.4M
Sava Penzisko Drushtvo A.D. Skopje 2.91% No change 145,148 $9.0M
Redstone Wealth Management, LLC 6.99% — 142,349 $8.8M
Equitable Holdings, Inc. 0.06% Reduce -1.9% 140,818 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.7% 140,187 $8.7M
Mercer Global Advisors Inc. 0.01% Add +3.1% 137,575 $8.6M
Certified Advisory Corp 0.78% Reduce -0.7% 136,883 $8.5M
Cumberland Advisors Inc. 3.07% Reduce -0.4% 130,475 $8.1M
MML Investors Services, LLC 0.02% Add +3.5% 125,892 $7.8M
Wealth Advisory Solutions, LLC 1.71% Add +0.0% 117,866 $7.3M
JPMorgan Chase & Co. 0.00% Reduce -76.0% 117,844 $7.3M
Anchor Investment Management, LLC 0.56% Add +3.1% 110,690 $6.9M
Point72 Asset Management 0.01% New 110,605 $6.9M
Blair William & Co. 0.02% Reduce -0.4% 109,850 $6.8M
Federation des caisses Desjardins du Quebec 0.03% Add +1.8% 109,644 $6.8M
Safeguard Investment Advisory Group, LLC 1.71% Reduce -5.2% 107,345 $6.7M
LYNX Capital Group Ltd. 2.92% Add +0.3% 102,523 $6.4M
Janney Montgomery Scott LLC 0.01% Reduce -2.4% 101,260 $6.3M
Baird Financial Group, Inc. 0.01% Reduce -2.6% 101,032 $6.3M
Moors & Cabot, Inc. 0.27% Add +1.5% 101,007 $6.3M
EP Wealth Advisors, LLC 0.03% — 95,989 $6.0M
Valicenti Advisory Services Inc. 1.23% New 94,525 $5.9M
Means Investment Co., Inc. 0.49% Reduce -1.9% 93,165 $5.8M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -5.2% 91,406 $5.7M
Stifel Financial Corp. 0.01% Reduce -6.0% 91,345 $5.7M
Peapack Gladstone Financial Corp. 0.07% Reduce -2.0% 90,907 $5.6M
Fisher Asset Management 0.00% Reduce -8.1% 90,526 $5.6M
Mariner, LLC 0.01% Reduce -1.3% 84,687 $5.3M
J. Goldman & Co LP 0.20% Add +14.5% 83,942 $5.2M
Capital Analysts, LLC 0.14% Add +2.9% 81,859 $5.1M
Hamilton Wealth, LLC 0.97% Add +3.8% 81,740 $5.1M
Centaurus Financial, Inc. 0.22% Add +1.8% 77,633 $4.8M
Viewpoint Investment Partners Corp. 2.20% Reduce -0.3% 74,354 $4.6M
Geneos Wealth Management Inc. 0.11% Reduce -1.4% 71,244 $4.4M
Principal Securities, Inc. 0.07% Add +18.4% 68,842 $4.3M
Truist Financial Corp. 0.01% Reduce -4.1% 68,767 $4.3M
NewEdge Advisors, LLC 0.02% Reduce -6.7% 67,677 $4.2M
PNC Financial Services Group, Inc. 0.00% Reduce -5.7% 67,259 $4.2M
Creative Financial Designs Inc. 0.26% Add +1.0% 65,836 $4.1M
Capital Investment Advisory Services, LLC 0.29% Add +2.8% 65,425 $4.1M
Segment Wealth Management, LLC 0.23% Reduce -0.7% 63,386 $3.9M
St Germain D J Co. Inc. 0.14% New 59,858 $3.7M
Prestige Wealth Management Group LLC 0.71% Add +0.3% 59,805 $3.7M
Susquehanna International Group, LLP 0.01% Add +13.8% 59,787 $3.7M
Tower Research Capital LLC (TRC) 0.09% Add +81.8% 59,016 $3.7M
CMH Wealth Management LLC 0.76% Reduce -1.4% 57,055 $3.5M
Econ Financial Services Corp 1.77% Reduce -7.0% 56,807 $3.5M
Somerset Group LLC 2.61% Reduce -0.3% 53,937 $3.5M
Walleye Trading LLC 0.05% Reduce -0.5% 54,396 $3.4M
Capital Asset Advisory Services LLC 0.13% Reduce -2.3% 49,852 $3.2M
Integrated Advisors Network LLC 0.14% Add +5.4% 51,500 $3.2M
Diversified Enterprises, LLC 0.19% Add +0.9% 50,846 $3.2M
Cibc World Market Inc. 0.01% Reduce -14.7% 50,145 $3.1M
GTS Securities LLC 0.11% Add +256.6% 50,031 $3.1M
Axxcess Wealth Management, LLC 0.06% Reduce -3.3% 49,613 $3.1M
Anfield Capital Management, LLC 0.97% Add +72777.9% 49,557 $3.1M
Citadel Advisors 0.00% Add +32.4% 49,552 $3.1M
Apollon Financial, LLC 0.45% Reduce -2.6% 49,361 $3.1M
NORTHSTAR ASSET MANAGEMENT Co 0.65% Reduce -0.3% 48,970 $3.0M
Charter Oak Capital Management, LLC 0.23% Reduce -9.6% 48,863 $3.0M
Chicago Partners Investment Group LLC 0.07% Add +5.3% 50,113 $3.0M
&partners 0.02% Add +14.8% 47,516 $3.0M
Private Advisor Group, LLC 0.01% Reduce -11.3% 46,273 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.4% 45,903 $2.9M
Corient Private Wealth LP 0.00% Reduce -39.0% 45,366 $2.8M
Evergreen Wealth Partners LLC 2.27% — 43,303 $2.7M
Concord Investment Counsel Inc. 0.86% Reduce -3.6% 42,849 $2.7M
FMR LLC 0.00% Add +26.1% 40,981 $2.5M
Creative Planning 0.00% Add +0.3% 40,293 $2.5M
Madden Advisory Services, Inc. 1.01% Reduce -10.9% 40,252 $2.5M
TD Waterhouse Canada Inc. 0.01% Add +427.4% 38,736 $2.4M
D. E. Shaw & Co. 0.00% Reduce -43.9% 37,101 $2.3M

"% 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 557 holders