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

iShares U.S. Medical Devices ETF logo
$50.23 +0.79 (+1.60%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$994.01M
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$343.70M
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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
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%
6/25/2026Hamilton Wealth LLC87,920$4.69M0.9%+7.6%0.142%
6/18/2026Western Wealth Management LLC8,019$428K0.0%-17.7%0.013%
6/12/2026S&A Financial Services Inc.24,106$1.29M0.9%N/A0.039%
6/3/2026NewEdge Advisors LLC62,314$3.32M0.0%-7.9%0.101%
5/19/2026Western Wealth Management LLC8,019$428K0.0%-17.7%0.013%
5/19/2026Paragon Private Wealth Management LLC11,811$630K0.2%+4.8%0.019%
5/19/2026NewEdge Advisors LLC60,412$3.22M0.1%-10.7%0.098%
5/19/2026Bank of America Corp DE1,344,915$71.75M0.0%-22.4%2.173%
5/19/2026Hamilton Wealth LLC263,760$14.07M1.0%+222.7%0.426%
5/19/2026Ashton Thomas Securities LLC1,873$100K0.0%N/A0.003%
5/18/2026Royal Bank of Canada729,683$38.93M0.0%-4.3%1.179%
5/16/2026Glen Eagle Advisors LLC3,572$191K0.0%-6.3%0.006%
5/16/2026Quantinno Capital Management LP9,027$482K0.0%+12.6%0.015%
5/15/2026Blue Chip Partners LLC10,301$550K0.0%N/A0.017%
5/14/2026Orleans Capital Management Corp LA26,900$1.44M1.0%-7.8%0.043%
5/14/2026RMG Wealth Management LLC660$35K0.0%N/A0.001%
5/14/2026Lido Advisors LLC14,193$757K0.0%-47.3%0.023%
5/13/2026Cetera Investment Advisers249,409$13.31M0.0%-23.3%0.403%
5/13/2026Aureus Asset Management LLC5,400$288K0.0%N/A0.009%
5/13/2026Prestige Wealth Management Group LLC631$34K0.0%-98.9%0.001%
5/8/2026PNC Financial Services Group Inc.66,939$3.57M0.0%-0.5%0.108%
5/8/2026Dale Q Rice Investment Management Ltd27,324$1.46M1.1%-2.4%0.044%
5/8/2026Cassaday & Co Wealth Management LLC3,311$177K0.0%N/A0.005%
5/7/2026AlTi 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%
5/6/2026Avalon Trust Co800$43K0.0%-49.4%0.001%
5/6/2026 Independent Financial Group LLC5,235$279K0.0%N/A0.008%
5/6/2026Prosperity Consulting Group LLC7,357$392K0.0%-32.5%0.012%
5/5/2026Vectors Research Management LLC13,450$718K0.2%-32.0%0.022%
5/5/2026Wealthfront Advisers LLC10,585$565K0.0%-5.1%0.017%
5/5/2026IMC Chicago LLC5,066$270K0.0%-100.0%0.008%
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5/5/2026Geneos Wealth Management Inc.30,612$1.63M0.0%-57.0%0.049%
5/5/2026Harel Insurance Investments & Financial Services Ltd.23,029$1.23M0.0%+179.9%0.037%
5/5/2026Sanctuary Advisors LLC10,716$572K0.0%-6.7%0.017%
5/5/2026Sigma Planning Corp10,088$538K0.0%-18.0%0.016%
5/5/2026Wealthgarden F.S. LLC12,105$646K0.4%-2.2%0.020%
5/5/2026 Nwam LLC6,122$327K0.0%-8.9%0.010%
5/4/2026Chicago Partners Investment Group LLC48,476$2.58M0.1%-3.3%0.078%
5/4/2026Y.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%
5/2/2026Carnegie Investment Counsel11,319$604K0.0%-16.7%0.018%
5/1/2026Fifth Third Bancorp4,322$231K0.0%+2,688.4%0.007%
5/1/2026Sovran 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%
4/30/2026Kestra Advisory Services LLC40,243$2.15M0.0%+9.9%0.066%
4/30/2026Money Concepts Capital Corp3,808$203K0.0%-8.7%0.006%
4/30/2026First Interstate Bank50,890$2.72M0.2%+61.2%0.083%
4/29/2026Armor Investment Advisors LLC15,750$840K0.3%-8.7%0.026%
4/29/2026Integrated Advisors Network LLC33,596$1.79M0.1%-34.8%0.055%
4/28/2026Whittier Trust Co.630$34K0.0%-65.1%0.001%
4/28/2026Stephens 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%
4/27/2026BIP Wealth LLC17,417$929K0.0%N/A0.029%
4/27/2026World Investment Advisors19,053$1.02M0.0%-1.2%0.031%
4/27/2026Private 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%
4/27/2026Elevation 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%
4/24/2026Capital Asset Advisory Services LLC51,859$2.79M0.1%+4.0%0.085%
4/23/2026NORTHSTAR ASSET MANAGEMENT Co48,460$2.59M0.6%-1.0%0.080%
4/23/2026Ameliora Wealth Management Ltd.1,000$53K0.0%N/A0.002%
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%
4/22/2026TPG Advisors LLC18,229$972K0.6%-22.5%0.030%
4/22/2026 Harbor Asset Planning Inc.1,868$100K0.1%-9.4%0.003%
4/22/2026Merkkuri 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%
4/20/2026Kestra 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%
4/17/2026 Certified Advisory Corp131,669$7.03M0.6%-3.8%0.218%
4/17/2026 AdvisorNet Financial Inc20,852$1.11M0.1%-3.1%0.035%
4/17/2026 Brookstone Capital Management14,695$784K0.0%+4.2%0.024%
4/16/2026 Montecito Bank & Trust21,806$1.16M0.2%-2.4%0.036%
4/16/2026 Redstone Wealth Management LLC141,001$7.52M6.0%-0.9%0.232%
4/15/2026 Nations Financial Group Inc. IA ADV13,164$702K0.0%-2.5%0.022%
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3/17/2026Rockefeller Capital Management L.P.33,170$2.06M0.0%+1.6%0.054%
3/13/2026World Investment Advisors19,286$1.20M0.0%+4.6%0.031%
3/12/2026Nalls Sherbakoff Group LLC918$57K0.0%N/A0.001%
3/9/2026Corient Private Wealth LLC45,366$2.82M0.0%-39.0%0.073%
3/2/2026Sankala Group LLC2,931$176K0.1%N/A0.005%
2/26/2026Anchor Investment Management LLC110,690$6.88M0.6%+3.1%0.179%
2/23/2026Virtu Financial LLC23,942$1.49M0.1%+33.7%0.039%
2/20/2026Sunbelt Securities Inc.4,845$301K0.0%-4.7%0.008%
2/19/2026Hamilton Wealth LLC81,740$5.08M1.0%+3.8%0.132%
2/19/2026Axxcess Wealth Management LLC49,613$3.08M0.0%-3.3%0.080%


IHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 570 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 441 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 17,956,069 shares in the last 24 months. This purchase volume represents approximately $994.01M in transactions.

Of the 248 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. ($1.13M), Harel Insurance Investments & Financial Services Ltd. ($710.30K), Bank of America Corp DE ($612.45K), JPMorgan Chase & Co. ($459.12K), BNP Paribas Financial Markets ($244.50K), Raymond James Financial Inc. ($123.44K), and UBS Group AG ($119.90K).

Institutional investors have sold a total of 5,701,434 shares in the last 24 months. This volume of shares sold represents approximately $343.70M in transactions.



This page (NYSEARCA:IHI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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