Vault-13

ISHARES TR IHI

U.S. MED DVC ETF · ETP · CUSIP 464288810

515 institutional holders -44 vs Q4 2025
27,726,65027.7m shares reported held*
$1.5bnreported value*
45 new 131 added 202 reduced 83 sold out net bought ≈ $7.3m (+113.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($504.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.29. Options: 5 managers hold calls ($7.7m notional), 3 hold puts ($4.8m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 556Q4 22: 576Q1 23: 558Q2 23: 585Q3 23: 546Q4 23: 577Q1 24: 583Q2 24: 548Q3 24: 559Q4 24: 568Q1 25: 563Q2 25: 551Q3 25: 529Q4 25: 559Q1 26: 515515Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022556
Q4 2022576
Q1 2023558
Q2 2023585
Q3 2023546
Q4 2023577
Q1 2024583
Q2 2024548
Q3 2024559
Q4 2024568
Q1 2025563
Q2 2025551
Q3 2025529
Q4 2025559
Q1 2026515

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 170 bought or addedQ2 24: 316 cut or sold outQ3 24: 177 bought or addedQ3 24: 271 cut or sold outQ3 24Q4 24: 184 bought or addedQ4 24: 277 cut or sold outQ1 25: 200 bought or addedQ1 25: 263 cut or sold outQ1 25Q2 25: 171 bought or addedQ2 25: 270 cut or sold outQ3 25: 148 bought or addedQ3 25: 281 cut or sold outQ3 25Q4 25: 190 bought or addedQ4 25: 225 cut or sold outQ1 26: 176 bought or addedQ1 26: 285 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024170316
Q3 2024177271
Q4 2024184277
Q1 2025200263
Q2 2025171270
Q3 2025148281
Q4 2025190225
Q1 2026176285

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ2 25 calls: $16.2mQ2 25 puts: $7.9mQ2 25P/C 0.49Q3 25 calls: $13.4mQ3 25 puts: $5.0mQ3 25P/C 0.37Q4 25 calls: $15.9mQ4 25 puts: $6.4mQ4 25P/C 0.40Q1 26 calls: $7.7mQ1 26 puts: $4.8mQ1 26P/C 0.63
Numbers
QuarterCallsPutsP/C
Q2 2025$16.2m$7.9m0.49
Q3 2025$13.4m$5.0m0.37
Q4 2025$15.9m$6.4m0.40
Q1 2026$7.7m$4.8m0.63

Biggest buyers

CITIGROUP INC Added +1,749,840+1.7m
GOLDMAN SACHS GROUP INC Added +1,547,315+1.5m
TWO SIGMA INVESTMENTS, LP Added +949,800+949.8k
D. E. Shaw & Co., Inc. Added +292,088+292.1k
RAYMOND JAMES FINANCIAL INC Added +247,278+247.3k
WELLS FARGO & COMPANY/MN Added +178,562+178.6k
BARCLAYS PLC Added +100,793+100.8k
ALTFEST L J & CO INC Added +95,950+96.0k
MARSHALL WACE, LLP New +89,493+89.5k
Point72 Asset Management, L.P. Added +72,326+72.3k

Biggest sellers

MENORA MIVTACHIM HOLDINGS LTD. Reduced -2,486,802-2.5m
BANK OF AMERICA CORP /DE/ Reduced -388,172-388.2k
LPL Financial LLC Reduced -226,963-227.0k
MORGAN STANLEY Reduced -211,727-211.7k
TUDOR INVESTMENT CORP ET AL Sold out -207,281-207.3k
Qube Research & Technologies Ltd Reduced -161,619-161.6k
Wealth Advisory Solutions, LLC Sold out -117,866-117.9k
BNP PARIBAS FINANCIAL MARKETS Reduced -104,810-104.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -104,538-104.5k
Janney Montgomery Scott LLC Sold out -101,260-101.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.8m52.3k shares
Point72 Asset Management, L.P. New $2.3m42.5k shares
CITADEL ADVISORS LLC Reduced $2.1m40.0k shares
Walleye Trading LLC New $282.8k5.3k shares
JANE STREET GROUP, LLC Reduced $218.7k4.1k shares

Biggest puts

Point72 Asset Management, L.P. New $2.7m49.8k shares
CITADEL ADVISORS LLC Reduced $1.8m33.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $426.8k8.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,228,2963.2m $172.2m $172.2m 0.01% Reduced -211.7k -211,727
2 CITIGROUP INC 0.07% of their portfolio NEW YORK, NY 1,952,8722.0m $104.2m $104.2m 0.07% Added +1.7m +1,749,840
3 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,777,7961.8m $94.8m $94.8m 0.01% Added +1.5m +1,547,315
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,344,9151.3m $71.8m $71.8m 0.01% Reduced -388.2k -388,172
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,289,6841.3m $68.8m $68.8m 0.02% Reduced -227.0k -226,963
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,169,4951.2m $62.4m $62.4m 0.01% Added +178.6k +178,562
7 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 1,117,0001.1m $59.6m $59.6m 0.05% Added +949.8k +949,800
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 946,706946.7k $50.5m $50.5m 0.01% Reduced -75.8k -75,836
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 901,608901.6k $48.1m $48.1m 0.01% Added +247.3k +247,278
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 729,683729.7k $38.9m $38.9m 0.01% Reduced -32.7k -32,722
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 654,651654.7k $34.9m $34.9m 0.01% Added +23.1k +23,099
12 RiverFront Investment Group, LLC 0.36% of their portfolio RICHMOND, VA 437,370437.4k $23.3m $23.3m 0.36% Added +18.7k +18,748
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 329,602329.6k $17.6m $17.6m 0.00% Added +1.0k +1,009
14 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 329,189329.2k $17.6m $17.6m 0.01% Added +292.1k +292,088
15 Foundations Investment Advisors, LLC 0.21% of their portfolio PHOENIX, AZ 314,604314.6k $16.8m $16.8m 0.21% Added +28.8k +28,820
16 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 313,680313.7k $16.7m $16.7m 0.02% Added +1.6k +1,572
17 Wharton Business Group, LLC 0.59% of their portfolio MALVERN, PA 292,975293.0k $15.6m $15.6m 0.59% Reduced -6.6k -6,555
18 Kingsview Wealth Management, LLC 0.21% of their portfolio GRANTS PASS, OR 286,729286.7k $15.3m $15.3m 0.21% Added +34.2k +34,250
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 249,409249.4k $13.3m $13.3m 0.01% Reduced -75.7k -75,742
20 Baker Avenue Asset Management, LP 0.28% of their portfolio SAN FRANCISCO, CA 226,743226.7k $12.1m $12.1m 0.28% Added +11.5k +11,547
21 ARKANSAS FINANCIAL GROUP, INC. 1.61% of their portfolio LITTLE ROCK, AR 211,861211.9k $11.5m $11.5m 1.61% Added +9.1k +9,117
22 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 196,921196.9k $10.5m $10.5m 0.01% Added +7.5k +7,502
23 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 188,900188.9k $10.0m $10.0m 0.00% Added +1.6k +1,647
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 188,193188.2k $10.0m $10.0m 0.02% Reduced -104.5k -104,538
25 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 182,931182.9k $9.8m $9.8m 0.02% Added +72.3k +72,326
26 SAVA PENZISKO DRUSHTVO A.D. SKOPJE 2.97% of their portfolio SKOPJE, 1U 182,281182.3k $9.7m $9.7m 2.97% Added +37.1k +37,133
27 Gerber Kawasaki Wealth & Investment Management 0.30% of their portfolio SANTA MONICA, CA 174,783174.8k $9.3m $9.3m 0.30% Added +1.5k +1,510
28 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 157,351157.4k $8.4m $8.4m 0.01% Reduced -47.6k -47,593
29 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 147,719147.7k $7.9m $7.9m 0.01% Reduced -104.8k -104,810
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 143,710143.7k $7.6m $7.6m 0.00% Added +25.9k +25,866
31 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 141,094141.1k $8.8m $8.8m 0.06% Added +276 +276
32 REDSTONE WEALTH MANAGEMENT, LLC 5.99% of their portfolio OKLAHOMA CITY, OK 141,001141.0k $7.5m $7.5m 5.99% Reduced -1.3k -1,348
33 Certified Advisory Corp 0.63% of their portfolio ALTAMONTE SPRINGS, FL 131,669131.7k $7.0m $7.0m 0.63% Reduced -5.2k -5,214
34 CUMBERLAND ADVISORS INC 2.72% of their portfolio SARASOTA, FL 130,230130.2k $6.9m $6.9m 2.72% Reduced -245 -245
35 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 128,644128.6k $6.9m $6.9m 0.01% Reduced -8.9k -8,931
36 Anchor Investment Management, LLC 0.50% of their portfolio COLUMBIA, SC 111,615111.6k $6.0m $6.0m 0.50% Added +925 +925
37 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 111,264111.3k $5.9m $5.9m 0.01% Added +10.2k +10,232
38 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 110,088110.1k $5.9m $5.9m 0.02% Reduced -30.1k -30,099
39 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 109,862109.9k $5.9m $5.9m 0.02% Added +218 +218
40 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 109,202109.2k $5.8m $5.8m 0.02% Reduced -648 -648
41 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 103,148103.1k $5.5m $5.5m 0.02% Reduced -22.7k -22,744
42 ALTFEST L J & CO INC 0.58% of their portfolio NEW YORK, NY 102,280102.3k $5.5m $5.5m 0.58% Added +96.0k +95,950
43 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 101,945101.9k $5.4m $5.4m 0.00% Added +100.8k +100,793
44 LYNX CAPITAL GROUP LTD /ADV 2.53% of their portfolio BEACHWOOD, OH 101,934101.9k $5.4m $5.4m 2.53% Reduced -589 -589
45 Safeguard Investment Advisory Group, LLC 1.49% of their portfolio Corona, CA 101,117101.1k $5.4m $5.4m 1.49% Reduced -6.2k -6,228
46 Moors & Cabot, Inc. 0.23% of their portfolio BOSTON, MA 99,80399.8k $5.3m $5.3m 0.23% Reduced -1.2k -1,204
47 VALICENTI ADVISORY SERVICES INC 1.10% of their portfolio ELMIRA, NY 94,55594.6k $5.0m $5.0m 1.10% Added +30 +30
48 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 90,90690.9k $4.8m $4.8m 0.02% Reduced -5.1k -5,083
49 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 89,49389.5k $4.8m $4.8m 0.01% New
50 MEANS INVESTMENT CO., INC. 0.41% of their portfolio BANGOR, ME 88,90088.9k $4.7m $4.7m 0.41% Reduced -4.3k -4,265
51 Hamilton Wealth, LLC 0.91% of their portfolio LOS ANGELES, CA 87,92087.9k $4.7m $4.7m 0.91% Added +6.2k +6,180
52 PEAPACK GLADSTONE FINANCIAL CORP 0.06% of their portfolio BEDMINSTER, NJ 87,71987.7k $4.7m $4.7m 0.06% Reduced -3.2k -3,188
53 J. Goldman & Co LP 0.21% of their portfolio NEW YORK, NY 83,94283.9k $4.5m $4.5m 0.21% Unchanged
54 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 83,46783.5k $4.5m $4.5m 0.01% Reduced -161.6k -161,619
55 CENTAURUS FINANCIAL, INC. 0.20% of their portfolio ANAHEIM, CA 77,49477.5k $4.1m $4.1m 0.20% Reduced -139 -139
56 MENORA MIVTACHIM HOLDINGS LTD. 0.02% of their portfolio Ramat Gan, L3 74,64874.6k $4.0m $4.0m 0.02% Reduced -2.5m -2,486,802
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 74,45574.5k $4.0m $4.0m 0.00% Reduced -10.2k -10,232
58 B. Riley Wealth Advisors, Inc. 0.25% of their portfolio MEMPHIS, TN 72,17872.2k $3.8m $3.8m 0.25% Reduced -19.2k -19,228
59 Capital Analysts, LLC 0.10% of their portfolio FORT WASHINGTON, PA 70,61170.6k $3.8m $3.8m 0.10% Reduced -11.2k -11,248
60 CREATIVE FINANCIAL DESIGNS INC /ADV 0.22% of their portfolio KOKOMO, IN 67,03367.0k $3.6m $3.6m 0.22% Added +1.2k +1,197
61 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 66,93966.9k $3.6m $3.6m 0.00% Reduced -320 -320
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 66,74666.7k $3.6m $3.6m 0.00% Reduced -24.6k -24,599
63 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 66,56666.6k $3.6m $3.6m 0.05% Reduced -2.3k -2,276
64 Capital Investment Advisory Services, LLC 0.25% of their portfolio RALEIGH, NC 64,05764.1k $3.4m $3.4m 0.25% Reduced -1.4k -1,368
65 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 62,31462.3k $3.3m $3.3m 0.01% Reduced -5.4k -5,363
66 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 62,31062.3k $3.3m $3.3m 0.00% Reduced -6.5k -6,457
67 VIEWPOINT INVESTMENT PARTNERS CORP 0.07% of their portfolio CALGARY, A0 61,97462.0k $150.6k $150.6k 0.07% Reduced -12.4k -12,380
68 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 59,36459.4k $3.2m $3.2m 0.00% Reduced -31.2k -31,162
69 Segment Wealth Management, LLC 0.18% of their portfolio HOUSTON, TX 57,67657.7k $3.1m $3.1m 0.18% Reduced -5.7k -5,710
70 Anfield Capital Management, LLC 0.80% of their portfolio IRVINE, CA 54,23154.2k $2.9m $2.9m 0.80% Added +4.7k +4,674
71 Somerset Group LLC 2.18% of their portfolio WAYZATA, MN 54,10154.1k $2.9m $2.9m 2.18% Added +164 +164
72 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 53,86453.9k $2.9m $2.9m 0.01% Added +3.7k +3,719
73 Capital Asset Advisory Services LLC 0.11% of their portfolio Williamston, MI 51,85951.9k $2.8m $2.8m 0.11% Added +2.0k +2,007
74 Diversified Enterprises, LLC 0.15% of their portfolio Wilmington, DE 51,13451.1k $2.7m $2.7m 0.15% Added +288 +288
75 First Interstate Bank 0.15% of their portfolio Billings, MT 50,89050.9k $2.7m $2.7m 0.15% Added +19.3k +19,328
76 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 48,85748.9k $2.6m $2.6m 0.01% Added +1.3k +1,341
77 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,53148.5k $2.6m $2.6m 0.00% Reduced -11.3k -11,256
78 Chicago Partners Investment Group LLC 0.06% of their portfolio CHICAGO, IL 48,47648.5k $2.6m $2.6m 0.06% Reduced -1.6k -1,637
79 NORTHSTAR ASSET MANAGEMENT Co 0.58% of their portfolio BLUE BELL, PA 48,46048.5k $2.6m $2.6m 0.58% Reduced -510 -510
80 Charter Oak Capital Management, LLC 0.20% of their portfolio PORTSMOUTH, NH 48,28448.3k $2.6m $2.6m 0.20% Reduced -579 -579
81 FMR LLC 0.00% of their portfolio BOSTON, MA 44,65144.7k $2.4m $2.4m 0.00% Added +3.7k +3,670
82 Apollon Financial, LLC 0.32% of their portfolio MOUNT PLEASANT, SC 43,92543.9k $2.3m $2.3m 0.32% Reduced -5.4k -5,436
83 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 42,94142.9k $2.3m $2.3m 0.01% Reduced -3.3k -3,332
84 Concord Investment Counsel Inc. 0.76% of their portfolio IRVINE, CA 42,43742.4k $2.3m $2.3m 0.76% Reduced -412 -412
85 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 41,17041.2k $2.2m $2.2m 0.00% Reduced -49.6k -49,562
86 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,32540.3k $2.2m $2.2m 0.00% Added +32 +32
87 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,24340.2k $2.1m $2.1m 0.01% Added +3.6k +3,622
88 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 39,97840.0k $2.1m $2.1m 0.07% New
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 36,49436.5k $1.9m $1.9m 0.00% Reduced -9.4k -9,409
90 Destination Wealth Management 0.05% of their portfolio Walnut Creek, CA 35,24735.2k $1.9m $1.9m 0.05% Added +1.4k +1,446
91 Madden Advisory Services, Inc. 0.74% of their portfolio Jacksonville, FL 34,98235.0k $1.9m $1.9m 0.74% Reduced -5.3k -5,270
92 CITIZENS FINANCIAL GROUP INC/RI 0.03% of their portfolio PROVIDENCE, RI 34,76834.8k $1.9m $1.9m 0.03% Reduced -10 -10
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,65134.7k $1.8m $1.8m 0.00% Added +1.5k +1,481
94 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 34,29534.3k $1.8m $1.8m 0.04% Reduced -618 -618
95 TCP Asset Management, LLC 0.24% of their portfolio Upper Arlington, OH 34,29534.3k $1.8m $1.8m 0.24% New
96 Integrated Advisors Network LLC 0.09% of their portfolio DALLAS, TX 33,59633.6k $1.8m $1.8m 0.09% Reduced -17.9k -17,904
97 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 33,51033.5k $1.8m $1.8m 0.01% Added +11.5k +11,520
98 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 33,22633.2k $1.8m $1.8m 0.00% Added +4.9k +4,861
99 GARRISON POINT ADVISORS, LLC 0.79% of their portfolio Walnut Creek, CA 32,38832.4k $1.7m $1.7m 0.79% Reduced -100 -100
100 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 31,37231.4k $1.7m $1.7m 0.00% Reduced -3.5k -3,488