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iShares US Medical Devices ETF

632 hedge funds and large institutions have $2.96B invested in iShares US Medical Devices ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.2M

1.46% less ownership

Funds ownership: 39.33%37.87% (-1.5%)

5% less funds holding

Funds holding: 662632 (-30)

17% less capital invested

Capital invested by funds: $3.56B → $2.96B (-$595M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 257

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
632
Holders Change
-30
Holders Change %
-4.53%
% of All Funds
9.97%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.35%
New
54
Increased
183
Reduced
257
Closed
77
Calls
$11.3M
Puts
$10.2M
Net Calls
+$1.08M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Security Financial Services
Indiana
$1.33M +$162K +2,718 +14%
SWA
227
Stratos Wealth Advisors
Ohio
$1.31M -$92.4K -1,550 -7%
SMC
228
Smith, Moore & Co
Missouri
$1.31M +$52.4K +879 +4%
DADC
229
D.A. Davidson & Co
Montana
$1.29M -$25.2K -423 -2%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$1.28M +$1.25M +21,026 New
HAS
231
HBW Advisory Services
California
$1.25M +$782K +13,116 +178%
CT
232
Caldwell Trust
Florida
$1.25M -$24.2K -406 -2%
BWP
233
Bernardo Wealth Planning
Pennsylvania
$1.23M -$36.5K -612 -3%
RPCONE
234
Retirement Planning Company of New England
Rhode Island
$1.21M
ACM
235
AlphaStar Capital Management
North Carolina
$1.21M +$150K +2,509 +15%
RIA
236
Regal Investment Advisors
Michigan
$1.2M -$91.7K -1,538 -7%
EL
237
EQ LLC
Washington
$1.2M +$27.2K +457 +2%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$1.19M -$152K -2,544 -12%
VNA
239
Valley National Advisers
Pennsylvania
$1.18M -$1.26M -21,210 -52%
BFG
240
Buttonwood Financial Group
Missouri
$1.18M +$1.15M +19,257 New
LJAC
241
L.J. Altfest & Co
New York
$1.17M -$7.62M -127,780 -87%
P
242
&Partners
Tennessee
$1.17M -$32.2K -540 -3%
GVAG
243
Great Valley Advisor Group
Delaware
$1.16M -$33K -554 -3%
Creative Planning
244
Creative Planning
Kansas
$1.16M -$223K -3,744 -16%
OC
245
Oppenheimer & Co
New York
$1.16M -$327K -5,491 -22%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$1.15M +$31.4K +527 +3%
CB
247
Commerce Bank
Missouri
$1.15M
BCA
248
Bay Colony Advisors
Massachusetts
$1.13M -$38.3K -643 -3%
PFS
249
Prospera Financial Services
Texas
$1.12M +$49.8K +835 +5%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.12M -$113K -1,897 -9%