Vault-13

ISHARES TR IHI

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

507 institutional holders -8 vs Q1 2026
30,876,04730.9m shares reported held*
$1.5bnreported value*
67 new 119 added 187 reduced 68 sold out net bought ≈ $170.6m (+3.4m 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 ($415.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.46. Options: 13 managers hold calls ($145.2m notional), 9 hold puts ($646.6m).

Trends to Q2 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: 515Q2 26: 507507Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026507

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 177 bought or addedQ3 24: 271 cut or sold outQ4 24: 184 bought or addedQ4 24: 277 cut or sold outQ4 24Q1 25: 200 bought or addedQ1 25: 263 cut or sold outQ2 25: 171 bought or addedQ2 25: 270 cut or sold outQ2 25Q3 25: 148 bought or addedQ3 25: 281 cut or sold outQ4 25: 190 bought or addedQ4 25: 225 cut or sold outQ4 25Q1 26: 176 bought or addedQ1 26: 285 cut or sold outQ2 26: 186 bought or addedQ2 26: 255 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024177271
Q4 2024184277
Q1 2025200263
Q2 2025171270
Q3 2025148281
Q4 2025190225
Q1 2026176285
Q2 2026186255

Calls vs puts

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

CallsPuts
$0$200m$400m$600m$800mQ3 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 0.63Q2 26 calls: $145.2mQ2 26 puts: $646.6mQ2 26P/C 4.45
Numbers
QuarterCallsPutsP/C
Q3 2025$13.4m$5.0m0.37
Q4 2025$15.9m$6.4m0.40
Q1 2026$7.7m$4.8m0.63
Q2 2026$145.2m$646.6m4.45

Biggest buyers

TWO SIGMA INVESTMENTS, LP Added +1,396,300+1.4m
Annex Advisory Services, LLC New +680,069+680.1k
BANK OF AMERICA CORP /DE/ Added +567,299+567.3k
MARSHALL WACE, LLP Added +532,128+532.1k
ROYAL BANK OF CANADA Added +406,387+406.4k
TD Asset Management Inc New +367,200+367.2k
D. E. Shaw & Co., Inc. Added +338,438+338.4k
Federation des caisses Desjardins du Quebec Added +284,729+284.7k
WHITTIER TRUST CO Added +277,464+277.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +268,231+268.2k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -1,229,792-1.2m
MORGAN STANLEY Reduced -678,388-678.4k
Foundations Investment Advisors, LLC Sold out -314,604-314.6k
WELLS FARGO & COMPANY/MN Reduced -291,978-292.0k
RAYMOND JAMES FINANCIAL INC Reduced -228,948-228.9k
LPL Financial LLC Reduced -111,683-111.7k
BNP PARIBAS FINANCIAL MARKETS Reduced -107,222-107.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -103,934-103.9k
BARCLAYS PLC Reduced -96,432-96.4k
Gerber Kawasaki Wealth & Investment Management Reduced -90,501-90.5k

Biggest calls

Elliott Investment Management L.P. New $69.2m1.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $23.5m474.7k shares
Jain Global LLC New $14.8m300.0k shares
JANE STREET GROUP, LLC Added $9.2m186.2k shares
CITADEL ADVISORS LLC Added $8.5m172.6k shares
Point72 Asset Management, L.P. Added $6.5m131.1k shares
Shay Capital LLC New $4.9m100.0k shares
Squarepoint Ops LLC New $3.8m76.0k shares
GOLDMAN SACHS GROUP INC New $3.7m74.9k shares
CAPITAL FUND MANAGEMENT S.A. New $504.0k10.2k shares

Biggest puts

Elliott Investment Management L.P. New $617.6m12.5m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $13.7m277.1k shares
CITADEL ADVISORS LLC Added $7.9m159.2k shares
Point72 Asset Management, L.P. Added $3.7m75.7k shares
JANE STREET GROUP, LLC New $3.1m62.0k shares
Squarepoint Ops LLC New $306.3k6.2k shares
NOMURA HOLDINGS INC New $261.9k5.3k shares
PEAK6 LLC New $49.4k1.0k shares
Walleye Trading LLC New $14.8k300 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,549,9082.5m $126.0m $126.0m 0.01% Reduced -678.4k -678,388
2 TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio NEW YORK, NY 2,513,3002.5m $124.2m $124.2m 0.09% Added +1.4m +1,396,300
3 CITIGROUP INC 0.05% of their portfolio NEW YORK, NY 2,119,8442.1m $104.7m $104.7m 0.05% Added +167.0k +166,972
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,912,2141.9m $94.5m $94.5m 0.01% Added +567.3k +567,299
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,178,0011.2m $58.2m $58.2m 0.01% Reduced -111.7k -111,683
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,136,0701.1m $56.1m $56.1m 0.01% Added +406.4k +406,387
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 877,517877.5k $43.4m $43.4m 0.01% Reduced -292.0k -291,978
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 869,222869.2k $42.9m $42.9m 0.01% Reduced -77.5k -77,484
9 Annex Advisory Services, LLC 0.57% of their portfolio BROOKFIELD, WI 680,069680.1k $33.6m $33.6m 0.57% New
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 672,660672.7k $33.2m $33.2m 0.01% Reduced -228.9k -228,948
11 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 667,627667.6k $33.0m $33.0m 0.02% Added +338.4k +338,438
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 658,740658.7k $32.5m $32.5m 0.01% Added +4.1k +4,089
13 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 621,621621.6k $30.7m $30.7m 0.03% Added +532.1k +532,128
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 548,004548.0k $27.1m $27.1m 0.00% Reduced -1.2m -1,229,792
15 RiverFront Investment Group, LLC 0.27% of their portfolio RICHMOND, VA 419,481419.5k $20.7m $20.7m 0.27% Reduced -17.9k -17,889
16 Federation des caisses Desjardins du Quebec 0.06% of their portfolio LEVIS, A8 394,591394.6k $19.5m $19.5m 0.06% Added +284.7k +284,729
17 Kingsview Wealth Management, LLC 0.23% of their portfolio GRANTS PASS, OR 376,493376.5k $18.6m $18.6m 0.23% Added +89.8k +89,764
18 TD Asset Management Inc 0.02% of their portfolio Toronto, A6 367,200367.2k $18.1m $18.1m 0.02% New
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 356,119356.1k $17.6m $17.6m 0.00% Added +26.5k +26,517
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 316,762316.8k $15.7m $15.7m 0.01% Added +268.2k +268,231
21 WHITTIER TRUST CO 0.14% of their portfolio SOUTH PASADENA, CA 278,094278.1k $14.5m $14.5m 0.14% Added +277.5k +277,464
22 Wharton Business Group, LLC 0.45% of their portfolio MALVERN, PA 273,580273.6k $13.5m $13.5m 0.45% Reduced -19.4k -19,395
23 Baker Avenue Asset Management, LP 0.23% of their portfolio SAN FRANCISCO, CA 250,115250.1k $12.4m $12.4m 0.23% Added +23.4k +23,372
24 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 250,020250.0k $12.4m $12.4m 0.01% New
25 REDSTONE WEALTH MANAGEMENT, LLC 7.52% of their portfolio OKLAHOMA CITY, OK 233,348233.3k $11.5m $11.5m 7.52% Added +92.3k +92,347
26 Hamilton Wealth, LLC 2.09% of their portfolio LOS ANGELES, CA 231,147231.1k $11.4m $11.4m 2.09% Added +143.2k +143,227
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 226,567226.6k $11.2m $11.2m 0.01% Reduced -22.8k -22,842
28 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 209,746209.7k $10.4m $10.4m 0.01% Reduced -103.9k -103,934
29 ARKANSAS FINANCIAL GROUP, INC. 1.29% of their portfolio LITTLE ROCK, AR 200,285200.3k $9.9m $9.9m 1.29% Reduced -11.6k -11,576
30 SAVA PENZISKO DRUSHTVO A.D. SKOPJE 2.44% of their portfolio SKOPJE, 1U 198,379198.4k $9.1m $9.1m 2.44% Added +16.1k +16,098
31 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 197,443197.4k $9.8m $9.8m 0.01% Added +522 +522
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 190,974191.0k $9.4m $9.4m 0.01% Added +80.9k +80,886
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 184,550184.6k $9.5m $9.5m 0.02% Reduced -3.6k -3,643
34 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 179,007179.0k $8.8m $8.8m 0.01% Added +21.7k +21,656
35 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 178,122178.1k $8.8m $8.8m 0.01% Reduced -4.8k -4,809
36 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 170,933170.9k $8.4m $8.4m 0.02% Added +67.8k +67,785
37 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 161,648161.6k $8.2m $8.2m 0.00% Reduced -27.3k -27,252
38 ALTFEST L J & CO INC 0.75% of their portfolio NEW YORK, NY 157,345157.3k $7.8m $7.8m 0.75% Added +55.1k +55,065
39 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 154,893154.9k $7.7m $7.7m 0.01% Added +43.6k +43,629
40 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 153,972154.0k $7.6m $7.6m 0.01% Added +25.3k +25,328
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 149,105149.1k $7.6m $7.6m 0.00% Added +5.4k +5,395
42 CREATIVE FINANCIAL DESIGNS INC /ADV 0.32% of their portfolio KOKOMO, IN 135,649135.6k $6.7m $6.7m 0.32% Added +68.6k +68,616
43 Journey Advisory Group, LLC 0.51% of their portfolio COVINGTON, KY 134,066134.1k $6.6m $6.6m 0.51% New
44 CUMBERLAND ADVISORS INC 2.29% of their portfolio SARASOTA, FL 131,470131.5k $6.5m $6.5m 2.29% Added +1.2k +1,240
45 LYNX CAPITAL GROUP LTD /ADV 2.51% of their portfolio BEACHWOOD, OH 125,665125.7k $6.2m $6.2m 2.51% Added +23.7k +23,731
46 WHITTIER TRUST CO OF NEVADA INC 0.11% of their portfolio RENO, NV 117,570117.6k $6.1m $6.1m 0.11% Added +117.2k +117,184
47 Cannon Advisors, Inc. 3.42% of their portfolio CHARLOTTE, NC 114,080114.1k $5.6m $5.6m 3.42% New
48 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 108,904108.9k $5.4m $5.4m 0.01% Reduced -298 -298
49 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 103,983104.0k $5.1m $5.1m 0.03% Reduced -37.1k -37,111
50 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 102,552102.6k $5.1m $5.1m 0.01% New
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 99,69399.7k $4.9m $4.9m 0.00% Added +32.9k +32,947
52 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 98,49498.5k $4.9m $4.9m 0.02% Added +7.6k +7,588
53 Safeguard Investment Advisory Group, LLC 1.10% of their portfolio Corona, CA 96,57196.6k $4.8m $4.8m 1.10% Reduced -4.5k -4,546
54 VALICENTI ADVISORY SERVICES INC 0.87% of their portfolio ELMIRA, NY 93,75393.8k $4.6m $4.6m 0.87% Reduced -802 -802
55 Quantitative Investment Management, LLC 0.50% of their portfolio CHARLOTTESVILLE, VA 93,67793.7k $4.6m $4.6m 0.50% Added +82.1k +82,065
56 CENTAURUS FINANCIAL, INC. 0.17% of their portfolio ANAHEIM, CA 89,14989.1k $4.4m $4.4m 0.17% Added +11.7k +11,655
57 Moors & Cabot, Inc. 0.17% of their portfolio BOSTON, MA 88,30888.3k $4.4m $4.4m 0.17% Reduced -11.5k -11,495
58 PEAPACK GLADSTONE FINANCIAL CORP 0.05% of their portfolio BEDMINSTER, NJ 86,55786.6k $4.3m $4.3m 0.05% Reduced -1.2k -1,162
59 Gerber Kawasaki Wealth & Investment Management 0.11% of their portfolio SANTA MONICA, CA 84,28284.3k $4.2m $4.2m 0.11% Reduced -90.5k -90,501
60 J. Goldman & Co LP 0.15% of their portfolio NEW YORK, NY 83,94283.9k $4.1m $4.1m 0.15% Unchanged
61 MEANS INVESTMENT CO., INC. 0.30% of their portfolio BANGOR, ME 80,07280.1k $4.0m $4.0m 0.30% Reduced -8.8k -8,828
62 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 77,98678.0k $3.9m $3.9m 0.06% New
63 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 75,65575.7k $3.7m $3.7m 0.01% Added +13.3k +13,341
64 Capital Analysts, LLC 0.08% of their portfolio FORT WASHINGTON, PA 66,46366.5k $3.3m $3.3m 0.08% Reduced -4.1k -4,148
65 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 64,79064.8k $3.2m $3.2m 0.01% Added +24.5k +24,547
66 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 63,95564.0k $3.2m $3.2m 0.00% Reduced -3.0k -2,984
67 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 63,75463.8k $3.2m $3.2m 0.04% Reduced -2.8k -2,812
68 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 59,75359.8k $3.0m $3.0m 0.00% Reduced -2.6k -2,557
69 Segment Wealth Management, LLC 0.15% of their portfolio HOUSTON, TX 58,82158.8k $2.9m $2.9m 0.15% Added +1.1k +1,145
70 Cauble & Harre Wealth Management, Inc. 2.33% of their portfolio SAINT LOUIS, MO 58,76858.8k $2.9m $2.9m 2.33% New
71 Aster Capital Management (DIFC) Ltd 0.60% of their portfolio DUBAI, C0 56,76056.8k $2.8m $2.8m 0.60% Added +44.8k +44,799
72 LM Advisors LLC 0.32% of their portfolio SAN DIEGO, CA 55,19755.2k $2.7m $2.7m 0.32% Added +52.1k +52,106
73 SIMPLEX TRADING, LLC 0.07% of their portfolio CHICAGO, IL 54,19054.2k $2.7m $2.7m 0.07% New
74 Capital Asset Advisory Services LLC 0.10% of their portfolio Williamston, MI 53,71953.7k $2.7m $2.7m 0.10% Added +1.9k +1,860
75 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 53,55953.6k $2.6m $2.6m 0.00% Reduced -305 -305
76 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 53,35353.4k $2.6m $2.6m 0.00% Added +22.0k +21,981
77 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 53,21353.2k $2.6m $2.6m 0.00% Reduced -6.2k -6,151
78 Somerset Group LLC 1.88% of their portfolio WAYZATA, MN 52,23152.2k $2.7m $2.7m 1.88% Reduced -1.9k -1,870
79 First Interstate Bank 0.13% of their portfolio Billings, MT 50,62250.6k $2.5m $2.5m 0.13% Reduced -268 -268
80 O'Connor Alternative Investments LLC 0.18% of their portfolio NEW YORK, NY 50,00050.0k $2.5m $2.5m 0.18% Not comparable
81 Diversified Enterprises, LLC 0.12% of their portfolio Wilmington, DE 49,49149.5k $2.4m $2.4m 0.12% Reduced -1.6k -1,643
82 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 49,23949.2k $2.4m $2.4m 0.01% Added +382 +382
83 NORTHSTAR ASSET MANAGEMENT Co 0.45% of their portfolio BLUE BELL, PA 47,76047.8k $2.4m $2.4m 0.45% Reduced -700 -700
84 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,95845.0k $2.2m $2.2m 0.00% Reduced -29.5k -29,497
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44,37044.4k $2.2m $2.2m 0.00% Added +7.9k +7,876
86 B. Riley Wealth Advisors, Inc. 0.12% of their portfolio MEMPHIS, TN 44,26244.3k $2.2m $2.2m 0.12% Reduced -27.9k -27,916
87 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 44,15344.2k $2.2m $2.2m 0.04% Reduced -4.3k -4,323
88 FIRST AMERICAN BANK 0.12% of their portfolio DUNDEE, IL 43,89643.9k $2.2m $2.2m 0.12% New
89 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 42,78342.8k $2.1m $2.1m 0.01% New
90 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 42,49842.5k $2.1m $2.1m 0.04% Added +17.7k +17,694
91 Certified Advisory Corp 0.17% of their portfolio ALTAMONTE SPRINGS, FL 42,41842.4k $2.1m $2.1m 0.17% Reduced -89.3k -89,251
92 Concord Investment Counsel Inc. 0.57% of their portfolio IRVINE, CA 42,28842.3k $2.1m $2.1m 0.57% Reduced -149 -149
93 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 41,50041.5k $2.1m $2.1m 0.00% New
94 GTS SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 41,06141.1k $2.0m $2.0m 0.04% New
95 Destination Wealth Management 0.05% of their portfolio Walnut Creek, CA 40,94840.9k $2.0m $2.0m 0.05% Added +5.7k +5,701
96 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 40,49740.5k $2.0m $2.0m 0.00% Reduced -107.2k -107,222
97 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 39,61739.6k $2.0m $2.0m 0.01% Added +12.3k +12,347
98 Apollon Financial, LLC 0.22% of their portfolio MOUNT PLEASANT, SC 37,97438.0k $1.9m $1.9m 0.22% Reduced -6.0k -5,951
99 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 37,34837.3k $1.8m $1.8m 0.00% Reduced -3.0k -2,977
100 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 36,72736.7k $1.8m $1.8m 0.00% Reduced -4.4k -4,443