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iShares US Medical Devices ETF

313 hedge funds and large institutions have $2B invested in iShares US Medical Devices ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 80

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $6.98M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$164M)

6% more funds holding

Funds holding: 296313 (+17)

8.33% less ownership

Funds ownership: 289.3%280.97% (-8.3%)

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
54
Increased
122
Reduced
80
Closed
36
Calls
$9.16M
Puts
$6.98M
Net Calls
+$2.18M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Nations Financial Group
Iowa
$223K +$220K +5,364 New
PV
227
Private Vista
Illinois
$219K
DAS
228
Dynamic Advisor Solutions
Arizona
$219K +$218K +5,322 New
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$219K +$220K +5,382 New
1IA
230
1834 Investment Advisors
Wisconsin
$216K
UR
231
USCA RIA
Texas
$216K +$215K +5,244 New
Northern Trust
232
Northern Trust
Illinois
$211K +$210K +5,124 New
AWM
233
Avitas Wealth Management
California
$210K -$2.95K -72 -1%
SFG
234
Summit Financial Group
West Virginia
$210K
MRCM
235
M&R Capital Management
New Jersey
$210K +$209K +5,106 New
BFC
236
Bedel Financial Consulting
Indiana
$209K
MWA
237
Meridian Wealth Advisors
Texas
$208K +$2.46K +60 +1%
IFWM
238
Institute for Wealth Management
Colorado
$208K +$207K +5,046 New
PCM
239
Princeton Capital Management
New Jersey
$203K +$42.7K +1,044 +27%
PA
240
Parallel Advisors
California
$203K +$197K +4,800 +4,000%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$199K +$98.3K +2,400 +99%
RFWA
242
RPg Family Wealth Advisory
Massachusetts
$186K -$2.95K -72 -2%
VFA
243
Valeo Financial Advisors
Indiana
$183K +$98.3K +2,400 +118%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$182K +$181K +4,410 New
BFEC
245
Benjamin F. Edwards & Company
Missouri
$178K +$82.3K +2,010 +87%
RWA
246
Ropes Wealth Advisors
Massachusetts
$168K
CT
247
Clearstead Trust
Maine
$161K
FGAM
248
Financial Gravity Asset Management
Texas
$143K -$229K -5,586 -62%
RFA
249
Reilly Financial Advisors
California
$124K
PCM
250
Prelude Capital Management
New York
$111K -$22.1K -540 -17%