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iShares US Medical Devices ETF

296 hedge funds and large institutions have $1.83B invested in iShares US Medical Devices ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 274296 (+22)

4% more capital invested

Capital invested by funds: $1.76B → $1.83B (+$76.4M)

10.25% less ownership

Funds ownership: 299.55%289.3% (-10%)

86% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $77.1M

Holders
296
Holders Change
+22
Holders Change %
+8.03%
% of All Funds
6.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
58
Increased
100
Reduced
85
Closed
31
Calls
$10.5M
Puts
$77.1M
Net Calls
-$66.7M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$196K +$76.8K +2,028 +71%
Simplex Trading
227
Simplex Trading
Illinois
$195K +$185K +4,884 New
CWA
228
Clarus Wealth Advisors
Arizona
$187K +$2.04K +54 +1%
RFWA
229
RPg Family Wealth Advisory
Massachusetts
$184K -$20K -528 -10%
VNA
230
Valley National Advisers
Pennsylvania
$183K +$35.7K +942 +26%
RWA
231
Ropes Wealth Advisors
Massachusetts
$164K
CT
232
Clearstead Trust
Maine
$157K -$10.9K -288 -7%
PCM
233
Princeton Capital Management
New Jersey
$156K
PCM
234
Prelude Capital Management
New York
$130K +$18.2K +480 +17%
AIC
235
Archer Investment Corporation
Indiana
$123K
RFA
236
Reilly Financial Advisors
California
$120K
PWMG
237
Prestige Wealth Management Group
New Jersey
$116K +$109K +2,892 New
BFO
238
Biltmore Family Office
North Carolina
$108K +$102K +2,700 New
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$97K +$92K +2,430 New
BFEC
240
Benjamin F. Edwards & Company
Missouri
$93K -$681 -18 -0.8%
ANBT
241
American National Bank & Trust
Texas
$90K
TC
242
Truvestments Capital
Florida
$90K
VFA
243
Valeo Financial Advisors
Indiana
$82K
JWA
244
JFS Wealth Advisors
Pennsylvania
$82K +$77.2K +2,040 New
WCG
245
Weaver Consulting Group
California
$70K -$32K -846 -33%
OIA
246
Optimum Investment Advisors
Illinois
$67K
IWA
247
IBEX Wealth Advisors
New Jersey
$65K +$61.3K +1,620 New
CTC
248
Central Trust Company
Missouri
$61K
TPWA
249
TRUE Private Wealth Advisors
Oregon
$57K +$53.8K +1,422 New
HH
250
HWG Holdings
Texas
$52K -$177K -4,668 -78%