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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
SIS
276
Strategic Investment Solutions
Illinois
$491K +$474K +8,295 New
SS
277
Sunbelt Securities
Texas
$491K -$91.4K -1,601 -16%
OWM
278
Opes Wealth Management
California
$483K
CIC
279
Cutler Investment Counsel
Oregon
$481K -$11.3K -197 -2%
PWA
280
Physician Wealth Advisors
Utah
$463K -$8.51K -149 -2%
PWW
281
Pettyjohn Wood & White
Virginia
$460K -$34.3K -600 -7%
SA
282
Strategic Advisors
New York
$457K -$135K -2,370 -23%
SA
283
SpiderRock Advisors
Delaware
$454K -$38.9K -681 -8%
M&T Bank
284
M&T Bank
New York
$451K
SRC
285
Shufro Rose & Co
New York
$448K
KIA
286
KCM Investment Advisors
California
$448K
PIA
287
Panoramic Investment Advisors
Colorado
$448K +$432K +7,557 New
MWM
288
Meridian Wealth Management
Kentucky
$447K +$431K +7,549 New
IFG
289
Independent Financial Group
California
$447K -$76.4K -1,337 -15%
WPC
290
Wedmont Private Capital
Pennsylvania
$444K
MCM
291
Manchester Capital Management
Vermont
$444K
TWC
292
TD Waterhouse Canada
Ontario, Canada
$444K +$34.3K +600 +9%
CWM
293
Circle Wealth Management
New Jersey
$439K
HIA
294
Harbor Investment Advisory
Maryland
$436K +$57 +1 +0%
T
295
TNF
Montana
$430K +$114 +2 +0%
PWA
296
Primoris Wealth Advisors
Florida
$429K +$57 +1 +0%
AWM
297
Apollon Wealth Management
South Carolina
$427K +$2.17K +38 +0.5%
DAM
298
Delta Asset Management
Tennessee
$426K
Envestnet Portfolio Solutions
299
Envestnet Portfolio Solutions
Illinois
$419K -$42.8K -749 -10%
HFP
300
Holistic Financial Partners
Indiana
$419K -$60.8K -1,064 -13%