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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
MWM
251
Mascoma Wealth Management
New Hampshire
$570K -$147K -2,566 -21%
CWM
252
Cornerstone Wealth Management
Missouri
$568K -$9.02K -158 -2%
SI
253
Stephens Inc
Arkansas
$567K +$48.9K +857 +10%
Corient Private Wealth
254
Corient Private Wealth
Florida
$558K +$312K +5,460 +138%
Barclays
255
Barclays
United Kingdom
$558K -$8.31M -145,472 -94%
MSFS
256
Main Street Financial Solutions
Pennsylvania
$556K -$23.3K -408 -4%
FFA
257
First Foundation Advisors
California
$550K
GCM
258
Gallacher Capital Management
Colorado
$545K +$286 +5 +0.1%
FI
259
Finivi Inc
Massachusetts
$538K -$19.8K -346 -4%
WW
260
Westshore Wealth
California
$538K
SF
261
Summit Financial
New Jersey
$537K +$52.8K +924 +11%
MCM
262
MAI Capital Management
Ohio
$534K +$21K +367 +4%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$533K -$15.2K -266 -3%
FFS
264
Founders Financial Securities
Maryland
$529K -$124K -2,168 -20%
PA
265
Promethium Advisors
Maryland
$525K +$506K +8,868 New
JCM
266
Jacobi Capital Management
Pennsylvania
$525K -$9.31K -163 -2%
ACM
267
Advisors Capital Management
New Jersey
$523K +$13K +228 +3%
GWSG
268
GPS Wealth Strategies Group
Colorado
$521K +$228 +4 +0%
TCMP
269
Thrive Capital Management (Pennsylvania)
Pennsylvania
$516K -$4.63K -81 -0.9%
TC
270
TownSquare Capital
Utah
$512K -$223K -3,911 -31%
FHWM
271
Fox Hill Wealth Management
Massachusetts
$509K +$5.71K +100 +1%
CIA
272
Concurrent Investment Advisors
Florida
$508K -$29.6K -518 -6%
HFRG
273
Houlihan Financial Resource Group
Virginia
$505K +$487K +8,520 New
RWMH
274
Riverpoint Wealth Management Holdings
Illinois
$501K +$628 +11 +0.1%
PA
275
PFG Advisors
Arizona
$498K -$28.7K -503 -6%