We are live on ! Find out more
IHI icon

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
SA
276
SpiderRock Advisors
Delaware
$467K -$10.7K -192 -2%
CIC
277
Cutler Investment Counsel
Oregon
$467K -$54.6K -976 -10%
OWM
278
Opes Wealth Management
California
$457K -$7.72K -138 -2%
SF
279
Summit Financial
New Jersey
$457K -$3.97K -71 -0.9%
HFP
280
Holistic Financial Partners
Indiana
$456K -$10.1K -180 -2%
PWA
281
Physician Wealth Advisors
Utah
$455K +$16.2K +289 +4%
SRC
282
Shufro Rose & Co
New York
$448K +$28K +500 +7%
Comerica Bank
283
Comerica Bank
Texas
$446K +$15.6K +279 +4%
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$439K +$44K +786 +11%
GLA
285
Good Life Advisors
Pennsylvania
$438K -$2.13K -38 -0.5%
WPC
286
Wedmont Private Capital
Pennsylvania
$437K
ANTB
287
AMG National Trust Bank
Colorado
$436K +$218K +3,888 +100%
M&T Bank
288
M&T Bank
New York
$427K +$427K +7,620 New
KIA
289
KCM Investment Advisors
California
$424K
MCM
290
Manchester Capital Management
Vermont
$420K +$420K +7,500 New
GEA
291
Glen Eagle Advisors
New Jersey
$420K -$25.1K -449 -6%
PWA
292
PCG Wealth Advisors
Kansas
$418K -$3.19K -57 -0.8%
CWM
293
Circle Wealth Management
New Jersey
$415K +$112 +2 +0%
T
294
TNF
Montana
$414K -$8.34K -149 -2%
CCA
295
Carrera Capital Advisors
Michigan
$412K +$412K +7,358 New
HIA
296
Harbor Investment Advisory
Maryland
$412K
AIFAIM
297
American Institute for Advanced Investment Management
Arizona
$410K -$59.1K -1,055 -13%
PWA
298
Primoris Wealth Advisors
Florida
$405K
DAM
299
Delta Asset Management
Tennessee
$403K
AWM
300
Apollon Wealth Management
South Carolina
$402K -$119K -2,134 -23%