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iShares US Medical Devices ETF

543 hedge funds and large institutions have $2.14B invested in iShares US Medical Devices ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 229 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $12.9M

1.23% more ownership

Funds ownership: 40.52%41.75% (+1.2%)

7% less funds holding

Funds holding: 581543 (-38)

8% less capital invested

Capital invested by funds: $2.33B → $2.14B (-$186M)

37% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 83

44% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 229

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
543
Holders Change
-38
Holders Change %
-6.54%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
52
Increased
128
Reduced
229
Closed
83
Calls
$20.2M
Puts
$12.9M
Net Calls
+$7.31M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$705K -$2.97K -53 -0.4%
TC
227
TownSquare Capital
Utah
$704K -$264K -4,708 -27%
RAS
228
RPS Advisory Solutions
Kentucky
$696K +$696K +12,428 New
SHJ
229
Sharkey, Howes & Javer
Colorado
$690K -$99.7K -1,781 -13%
FWSM
230
First Wilshire Securities Management
California
$689K
MWM
231
Mascoma Wealth Management
New Hampshire
$683K -$29.7K -530 -4%
WG
232
Watchman Group
Texas
$683K
AWM
233
Avior Wealth Management
Nebraska
$677K +$672 +12 +0.1%
ACM
234
AlphaStar Capital Management
North Carolina
$672K +$672K +11,998 New
EWA
235
Exencial Wealth Advisors
Oklahoma
$642K
BCA
236
Bay Colony Advisors
Massachusetts
$631K -$26K -465 -4%
NP
237
NorthRock Partners
Minnesota
$630K +$8.62K +154 +1%
FFS
238
Founders Financial Securities
Maryland
$622K -$243K -4,350 -28%
KA
239
Kovack Advisors
Florida
$621K +$56 +1 +0%
WS
240
Wedbush Securities
California
$619K -$20.9K -374 -3%
CT
241
Caldwell Trust
Florida
$616K -$82.5K -1,473 -12%
LL
242
LWMG LLC
Minnesota
$614K +$336 +6 +0.1%
CA
243
Cornerstone Advisory
Maryland
$595K +$56K +1,000 +10%
PPWM
244
Paragon Private Wealth Management
Kentucky
$591K +$254K +4,542 +76%
TCM
245
Traynor Capital Management
Pennsylvania
$580K -$102K -1,822 -15%
SCM
246
Sage Capital Management
New Jersey
$580K +$448 +8 +0.1%
SIC
247
Sterling Investment Counsel
New York
$577K +$12.5K +223 +2%
SA
248
Strategic Advisors
New York
$565K
IA
249
IFP Advisors
Florida
$563K -$9.96K -178 -2%
PM
250
Phraction Management
Connecticut
$561K