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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
HWM
301
Heirloom Wealth Management
Colorado
$399K -$260K -4,651 -40%
AG
302
AlTi Global
New York
$393K +$393K +7,020 New
GIA
303
Gladstone Institutional Advisory
Florida
$390K -$18.9K -337 -5%
PTC
304
Private Trust Company
Ohio
$389K -$114K -2,030 -23%
TWC
305
TD Waterhouse Canada
Ontario, Canada
$387K -$14.8K -264 -4%
CIAS
306
Capital Investment Advisory Services
North Carolina
$385K -$9.01K -161 -2%
MSAM
307
Moloney Securities Asset Management
Missouri
$373K
WG
308
Welch Group
Alabama
$372K
CPIG
309
Chicago Partners Investment Group
Illinois
$366K
FAIM
310
Financial Advocates Investment Management
Washington
$365K -$197K -3,516 -35%
VFA
311
Valeo Financial Advisors
Indiana
$360K -$2.35K -42 -0.6%
CP
312
Creekside Partners
California
$356K +$356K +6,360 New
C1AG
313
Client 1st Advisory Group
Florida
$356K -$10.4K -186 -3%
FAP
314
Financial Advisory Partners
Florida
$353K
AF
315
Advisornet Financial
Minnesota
$353K -$40K -715 -10%
KDA
316
Kraft Davis & Associates
Missouri
$352K
SFM
317
Signet Financial Management
New Jersey
$351K +$11K +196 +3%
DWP
318
Daymark Wealth Partners
Ohio
$350K +$22.8K +408 +7%
LA
319
LexAurum Advisors
Kansas
$346K -$4.87K -87 -1%
AWM
320
Avitas Wealth Management
California
$338K +$2.41K +43 +0.7%
CFA
321
Cahill Financial Advisors
Minnesota
$337K +$112 +2 +0%
ATC
322
Advantage Trust Company
Kansas
$336K -$53.7K -960 -14%
HWM
323
HFR Wealth Management
New York
$336K
CP
324
Castleview Partners
Texas
$335K +$17.5K +313 +6%
PWM
325
Perigon Wealth Management
California
$334K +$112 +2 +0%