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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
GM
276
GeoWealth Management
Illinois
$854K -$24.7K -415 -3%
SAM
277
Strategy Asset Managers
California
$854K +$259K +4,342 +45%
SFA
278
Source Financial Advisors
New York
$853K -$24.7K -415 -3%
WWM
279
Western Wealth Management
Colorado
$850K +$408K +6,851 +97%
VVP
280
Venture Visionary Partners
Ohio
$830K +$313K +5,243 +63%
WG
281
Watchman Group
Texas
$810K
PFA
282
Plotkin Financial Advisors
Maryland
$809K +$19.4K +325 +3%
CA
283
Cornerstone Advisory
Maryland
$805K
KWM
284
Kingsview Wealth Management
Oregon
$795K -$467K -7,834 -38%
SG
285
StoneX Group
New York
$794K -$249K -4,182 -24%
MWM
286
Meridian Wealth Management
Kentucky
$793K -$13.4K -225 -2%
FFN
287
Focus Financial Network
Minnesota
$793K -$4.12M -69,159 -84%
LWP
288
Legacy Wealth Planning
Nevada
$792K +$108K +1,806 +16%
VWA
289
Visionary Wealth Advisors
Illinois
$791K -$2.58M -43,229 -77%
Lido Advisors
290
Lido Advisors
California
$789K +$249K +4,177 +48%
TCA
291
Transcend Capital Advisors
New Jersey
$788K -$76K -1,275 -9%
Brown Advisory
292
Brown Advisory
Maryland
$775K
GPA
293
Guerra Pan Advisors
New Jersey
$772K
IAIM
294
International Assets Investment Management
Florida
$769K -$50.7K -851 -6%
GIA
295
Gladstone Institutional Advisory
Florida
$760K +$198K +3,321 +36%
OAP
296
One Advisory Partners
Kansas
$759K -$140K -2,354 -16%
DE
297
Day & Ennis
Georgia
$757K -$204K -3,430 -22%
MSFS
298
Main Street Financial Solutions
Pennsylvania
$757K +$3.58K +60 +0.5%
T
299
TNF
Montana
$750K -$17.8K -298 -2%
FWSM
300
First Wilshire Securities Management
California
$750K