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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
MA
251
Mezzasalma Advisors
New Jersey
$1.1M -$107K -1,794 -9%
GRP
252
Global Retirement Partners
California
$1.09M +$1.22M +20,435 New
IA
253
IFG Advisory
Georgia
$1.08M +$601K +10,085 +132%
WA
254
WP Advisors
California
$1.07M -$56.5K -947 -5%
TJHA
255
Thomas J. Herzfeld Advisors
Florida
$1.07M
SPI
256
Santori & Peters Inc
Pennsylvania
$1.06M -$31.7K -532 -3%
SAM
257
Secure Asset Management
Michigan
$1.06M -$32.1K -539 -3%
BPA
258
Beacon Pointe Advisors
California
$1.03M +$111K +1,866 +12%
AWM
259
Ameliora Wealth Management
Switzerland
$1.01M
TSWM
260
Triangle Securities Wealth Management
North Carolina
$1M -$39.8K -668 -4%
PWM
261
Perigon Wealth Management
California
$995K +$265K +4,448 +37%
SB
262
Strategic Blueprint
Georgia
$985K +$57.7K +968 +6%
TFA
263
Teamwork Financial Advisors
Texas
$976K -$284K -4,756 -23%
WVP
264
Worth Venture Partners
New Jersey
$969K +$948K +15,900 New
VFG
265
V2 Financial group
Illinois
$939K
CC
266
Copperleaf Capital
North Carolina
$938K +$47.6K +798 +5%
CWS
267
Cypress Wealth Services
California
$932K -$855K -14,341 -48%
AIFAIM
268
American Institute for Advanced Investment Management
Arizona
$926K -$30.1K -505 -3%
ST
269
Spinnaker Trust
Maine
$923K -$39.3K -660 -4%
NFG
270
Nations Financial Group
Iowa
$918K +$684K +11,477 +320%
GWSG
271
GPS Wealth Strategies Group
Colorado
$898K -$19.7K -331 -2%
CIC
272
Cutler Investment Counsel
Oregon
$894K +$874K +14,665 New
C1AG
273
Client 1st Advisory Group
Florida
$875K -$70.4K -1,181 -8%
CW
274
CreativeOne Wealth
Kansas
$866K -$834K -13,992 -50%
GLA
275
Good Life Advisors
Pennsylvania
$858K -$3.58K -60 -0.4%