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

iShares U.S. Medical Devices ETF logo
$53.91 -0.51 (-0.94%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$950.92M
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$278.41M
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IHI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP36,727$1.82M0.0%-10.8%0.059%
8/25/2026 Advus Financial Partners LLC6,652$329K0.1%N/A0.011%
8/23/2026 Readystate Asset Management LP5,023$248K0.0%N/A0.008%
8/23/2026 Ameritas Advisory Services LLC42,498$2.10M0.0%+71.3%0.068%
8/23/2026 PCG Wealth Advisors LLC4,419$218K0.0%-24.3%0.007%
8/23/2026 HB Wealth Management LLC11,737$580K0.0%+6.1%0.019%
8/22/2026 Seven Fleet Capital Management LP13,800$682K0.1%N/A0.022%
8/22/2026 TD Waterhouse Canada Inc.9,208$460K0.0%+33.0%0.015%
8/22/2026 Concurrent Investment Advisors LLC14,993$741K0.0%+17.0%0.024%
8/21/2026 Mason & Associates Inc4,944$244K0.0%-9.7%0.008%
8/21/2026 Paragon Private Wealth Management LLC8,184$404K0.1%-30.7%0.013%
8/21/2026 Continuum Advisory LLC2,522$125K0.0%N/A0.004%
8/21/2026 Safeguard Investment Advisory Group LLC96,571$4.77M1.1%-4.5%0.156%
8/21/2026 Live Oak Private Wealth LLC21,577$1.07M0.1%-20.0%0.035%
8/20/2026 Nwam LLC8,153$403K0.0%+33.2%0.013%
8/6/2026 Clearstead Trust LLC3,400$168K0.0%N/A0.005%
7/10/2026 Annex Advisory Services LLC680,069$33.60M0.6%N/A1.099%
7/9/2026 Finivi Inc.4,240$210K0.1%-45.2%0.007%
7/9/2026 Allied Private Wealth LLC4,072$209K0.1%N/A0.007%
7/9/2026 Flaharty Asset Management LLC4,709$244K0.3%N/A0.008%
7/8/2026 AAFMAA Wealth Management & Trust LLC12,186$602K0.2%+10.5%0.020%
7/8/2026 FNY Investment Advisers LLC2,000$98K0.0%N/A0.003%
7/7/2026 Dynamic Advisor Solutions LLC24,326$1.20M0.0%-8.5%0.040%
7/7/2026 Wisconsin Wealth Advisors LLC15,656$774K0.7%-2.4%0.026%
6/25/2026 Hamilton Wealth LLC87,920$4.69M0.9%+7.6%0.142%
6/18/2026 Western Wealth Management LLC8,019$428K0.0%-17.7%0.013%
6/12/2026 S&A Financial Services Inc.24,106$1.29M0.9%N/A0.039%
6/3/2026 NewEdge Advisors LLC62,314$3.32M0.0%-7.9%0.101%
5/19/2026 Western Wealth Management LLC8,019$428K0.0%-17.7%0.013%
5/19/2026 Paragon Private Wealth Management LLC11,811$630K0.2%+4.8%0.019%
5/19/2026 NewEdge Advisors LLC60,412$3.22M0.1%-10.7%0.098%
5/19/2026 Bank of America Corp DE1,344,915$71.75M0.0%-22.4%2.173%
5/19/2026 Hamilton Wealth LLC263,760$14.07M1.0%+222.7%0.426%
5/19/2026 Ashton Thomas Securities LLC1,873$100K0.0%N/A0.003%
5/18/2026 Royal Bank of Canada729,683$38.93M0.0%-4.3%1.179%
5/16/2026 Glen Eagle Advisors LLC3,572$191K0.0%-6.3%0.006%
5/16/2026 Quantinno Capital Management LP9,027$482K0.0%+12.6%0.015%
5/15/2026 Blue Chip Partners LLC10,301$550K0.0%N/A0.017%
5/14/2026 Orleans Capital Management Corp LA26,900$1.44M1.0%-7.8%0.043%
5/14/2026 RMG Wealth Management LLC660$35K0.0%N/A0.001%
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5/14/2026 Lido Advisors LLC14,193$757K0.0%-47.3%0.023%
5/13/2026 Cetera Investment Advisers249,409$13.31M0.0%-23.3%0.403%
5/13/2026 Aureus Asset Management LLC5,400$288K0.0%N/A0.009%
5/13/2026 Prestige Wealth Management Group LLC631$34K0.0%-98.9%0.001%
5/8/2026 PNC Financial Services Group Inc.66,939$3.57M0.0%-0.5%0.108%
5/8/2026 Dale Q Rice Investment Management Ltd27,324$1.46M1.1%-2.4%0.044%
5/8/2026 Cassaday & Co Wealth Management LLC3,311$177K0.0%N/A0.005%
5/7/2026 AlTi Global Inc.7,020$375K0.0%-4.5%0.011%
5/7/2026 Scarborough Advisors LLC608$32K0.0%N/A0.001%
5/7/2026 Vision Retirement LLC25,273$1.35M0.4%-25.3%0.041%
5/6/2026 Avalon Trust Co800$43K0.0%-49.4%0.001%
5/6/2026 Independent Financial Group LLC5,235$279K0.0%N/A0.008%
5/6/2026 Prosperity Consulting Group LLC7,357$392K0.0%-32.5%0.012%
5/5/2026 Vectors Research Management LLC13,450$718K0.2%-32.0%0.022%
5/5/2026 Wealthfront Advisers LLC10,585$565K0.0%-5.1%0.017%
5/5/2026 IMC Chicago LLC5,066$270K0.0%-100.0%0.008%
5/5/2026 Geneos Wealth Management Inc.30,612$1.63M0.0%-57.0%0.049%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.23,029$1.23M0.0%+179.9%0.037%
5/5/2026 Sanctuary Advisors LLC10,716$572K0.0%-6.7%0.017%
5/5/2026 Sigma Planning Corp10,088$538K0.0%-18.0%0.016%
5/5/2026 Wealthgarden F.S. LLC12,105$646K0.4%-2.2%0.020%
5/5/2026 Nwam LLC6,122$327K0.0%-8.9%0.010%
5/4/2026 Chicago Partners Investment Group LLC48,476$2.58M0.1%-3.3%0.078%
5/4/2026 Y.D. More Investments Ltd8,568$456K0.0%-15.4%0.014%
5/2/2026 International Assets Investment Management LLC4,592$245K0.0%-17.7%0.007%
5/2/2026Anchor Investment Management LLC111,615$5.96M0.5%+0.8%0.180%
5/2/2026 Carnegie Investment Counsel11,319$604K0.0%-16.7%0.018%
5/1/2026 Fifth Third Bancorp4,322$231K0.0%+2,688.4%0.007%
5/1/2026 Sovran Advisors LLC11,319$578K0.0%-4.8%0.018%
5/1/2026 Darwin Wealth Management LLC22,041$1.18M0.4%N/A0.036%
5/1/2026 Sequoia Financial Advisors LLC18,138$968K0.0%-36.7%0.030%
4/30/2026 Mason & Associates Inc5,477$288K0.1%+10.8%0.009%
4/30/2026 Kestra Advisory Services LLC40,243$2.15M0.0%+9.9%0.066%
4/30/2026 Money Concepts Capital Corp3,808$203K0.0%-8.7%0.006%
4/30/2026 First Interstate Bank50,890$2.72M0.2%+61.2%0.083%
4/29/2026 Armor Investment Advisors LLC15,750$840K0.3%-8.7%0.026%
4/29/2026 Integrated Advisors Network LLC33,596$1.79M0.1%-34.8%0.055%
4/28/2026 Whittier Trust Co.630$34K0.0%-65.1%0.001%
4/28/2026 Stephens Inc. AR5,556$296K0.0%-20.1%0.009%
4/28/2026 Cumberland Advisors Inc.130,230$6.95M2.7%-0.2%0.214%
4/27/2026 PFG Investments LLC24,330$1.30M0.1%-2.1%0.040%
4/27/2026 BIP Wealth LLC17,417$929K0.0%N/A0.029%
4/27/2026 World Investment Advisors19,053$1.02M0.0%-1.2%0.031%
4/27/2026 Private Advisor Group LLC42,941$2.29M0.0%-7.2%0.071%
4/27/2026 Y Intercept Hong Kong Ltd4,327$231K0.0%N/A0.007%
4/27/2026 Elevation Point Wealth Partners LLC4,889$261K0.0%N/A0.008%
4/25/2026 Physician Wealth Advisors Inc.8,265$441K0.1%+7.8%0.014%
4/24/2026 Capital Asset Advisory Services LLC51,859$2.79M0.1%+4.0%0.085%
4/23/2026 NORTHSTAR ASSET MANAGEMENT Co48,460$2.59M0.6%-1.0%0.080%
4/23/2026 Ameliora Wealth Management Ltd.1,000$53K0.0%N/A0.002%
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4/23/2026 Apollon Financial LLC43,925$2.34M0.3%-11.0%0.072%
4/23/2026 Apollon Wealth Management LLC20,935$1.12M0.0%-11.6%0.034%
4/22/2026 TPG Advisors LLC18,229$972K0.6%-22.5%0.030%
4/22/2026 Harbor Asset Planning Inc.1,868$100K0.1%-9.4%0.003%
4/22/2026 Merkkuri Wealth Advisors LLC992$53K0.0%N/A0.002%
4/21/2026 Balance Wealth LLC7,401$395K0.1%-9.1%0.012%
4/21/2026 Triangle Securities Wealth Management12,911$689K0.2%-17.5%0.021%
4/21/2026 Fairvoy Private Wealth LLC13,011$694K0.2%N/A0.022%
4/20/2026 Kestra Private Wealth Services LLC29,675$1.58M0.0%+3.5%0.049%
4/20/2026 Live Oak Private Wealth LLC26,981$1.44M0.2%-5.9%0.045%


IHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 566 institutional investors and hedge funds held shares of iShares U.S. Medical Devices ETF. The most heavily invested institutionals were Menora Mivtachim Holdings LTD. ($237.10M), Morgan Stanley ($213.80M), LPL Financial LLC ($94.26M), Bank of America Corp DE ($71.75M), UBS Group AG ($63.55M), Wells Fargo & Company MN ($61.59M), and Royal Bank of Canada ($38.93M).Learn more on iShares U.S. Medical Devices ETF's institutional investors.

Of the 433 institutional investors that purchased iShares U.S. Medical Devices ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($12.16M), Menora Mivtachim Holdings LTD. ($5.07M), Raymond James Financial Inc. ($1.42M), JPMorgan Chase & Co. ($1.12M), Bank of America Corp DE ($909.94K), International Assets Investment Management LLC ($744.41K), and Harel Insurance Investments & Financial Services Ltd. ($715.20K).

Institutional investors have bought a total of 17,280,124 shares in the last 24 months. This purchase volume represents approximately $950.92M in transactions.

Of the 220 institutional investors that sold iShares U.S. Medical Devices ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Menora Mivtachim Holdings LTD. ($918.10K), Harel Insurance Investments & Financial Services Ltd. ($689.90K), Bank of America Corp DE ($612.45K), JPMorgan Chase & Co. ($373.03K), BNP Paribas Financial Markets ($145.97K), UBS Group AG ($119.90K), and Envestnet Asset Management Inc. ($112.96K).

Institutional investors have sold a total of 4,663,448 shares in the last 24 months. This volume of shares sold represents approximately $278.41M in transactions.


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Institutional ownership data for NYSEARCA:IHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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