We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

554 hedge funds and large institutions have $2.03B invested in iShares US Medical Devices ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 543554 (+11)

0.06% more ownership

Funds ownership: 41.75%41.81% (+0.06%)

5% less capital invested

Capital invested by funds: $2.14B → $2.03B (-$112M)

44% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 227

74% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $67.7M

Holders
554
Holders Change
+11
Holders Change %
+2.03%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
57
Increased
126
Reduced
227
Closed
42
Calls
$17.4M
Puts
$67.7M
Net Calls
-$50.3M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Merit Financial Group
Georgia
$729K -$154K -2,692 -18%
FWSM
227
First Wilshire Securities Management
California
$728K
AWM
228
Avior Wealth Management
Nebraska
$716K +$914 +16 +0.1%
SWM
229
Spire Wealth Management
Virginia
$708K -$35.6K -624 -5%
CA
230
Cornerstone Advisory
Maryland
$688K +$57.2K +1,001 +9%
RAS
231
RPS Advisory Solutions
Kentucky
$687K -$47.5K -831 -7%
WG
232
Watchman Group
Texas
$683K -$37.1K -650 -5%
LI
233
LRI Investments
Florida
$677K +$642K +11,241 +7,494%
PPWM
234
Paragon Private Wealth Management
Kentucky
$674K +$48.1K +842 +8%
NP
235
NorthRock Partners
Minnesota
$665K -$343 -6 -0.1%
ACM
236
AlphaStar Capital Management
North Carolina
$656K -$52.3K -916 -8%
EWA
237
Exencial Wealth Advisors
Oklahoma
$656K -$21.5K -376 -3%
LL
238
LWMG LLC
Minnesota
$650K +$571 +10 +0.1%
PCG
239
Prosperity Consulting Group
Maryland
$644K +$621K +10,873 New
KA
240
Kovack Advisors
Florida
$629K -$25.6K -449 -4%
WS
241
Wedbush Securities
California
$623K -$30.4K -533 -5%
SCM
242
Sage Capital Management
New Jersey
$614K +$628 +11 +0.1%
SIC
243
Sterling Investment Counsel
New York
$612K +$2.97K +52 +0.5%
TCM
244
Traynor Capital Management
Pennsylvania
$610K -$3.03K -53 -0.5%
Wealthfront Advisers
245
Wealthfront Advisers
California
$600K +$54.4K +953 +10%
BCA
246
Bay Colony Advisors
Massachusetts
$597K -$67.3K -1,179 -10%
PM
247
Phraction Management
Connecticut
$593K
BPA
248
Beacon Pointe Advisors
California
$592K +$31.2K +546 +6%
CT
249
Caldwell Trust
Florida
$577K -$71.7K -1,256 -11%
YIH
250
Y-Intercept (HK)
Hong Kong
$572K +$551K +9,655 New