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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
IFO
326
Independent Family Office
New York
$332K
SAM
327
Secure Asset Management
Michigan
$330K -$27.4K -490 -8%
AI
328
Atria Investments
North Carolina
$327K +$327K +5,841 New
JE
329
JMAC Enterprises
Pennsylvania
$325K -$4.57M -81,589 -93%
GRP
330
Global Retirement Partners
California
$325K -$68.1K -1,216 -17%
WG
331
Wealth Group
North Carolina
$315K
SVWAG
332
Sound View Wealth Advisors Group
Georgia
$313K +$2.52K +45 +0.8%
AFFA
333
ALM First Financial Advisors
Texas
$312K +$312K +5,568 New
TFS
334
Thoroughbred Financial Services
Tennessee
$311K +$62.5K +1,116 +25%
OIA
335
OneDigital Investment Advisors
Kansas
$309K +$309K +5,518 New
PFA
336
Plotkin Financial Advisors
Maryland
$308K -$26.3K -470 -8%
MSCM
337
McElhenny Sheffield Capital Management
Texas
$304K -$6.72K -120 -2%
FFA
338
Farther Finance Advisors
California
$302K -$2.69K -48 -0.9%
BIA
339
Biondo Investment Advisors
Pennsylvania
$296K
MIA
340
MMBG Investment Advisors
Florida
$296K
WWP
341
WR Wealth Planners
Missouri
$292K
BWP
342
Bernardo Wealth Planning
Pennsylvania
$289K -$112K -1,996 -28%
USCWA
343
U.S. Capital Wealth Advisors
Texas
$287K -$382K -6,830 -57%
HSBC Holdings
344
HSBC Holdings
United Kingdom
$281K
GVAG
345
Great Valley Advisor Group
Delaware
$278K -$12.3K -219 -4%
AWA
346
Arkadios Wealth Advisors
Georgia
$278K +$54K +965 +24%
SFP
347
Sterling Financial Planning
New Jersey
$277K +$112 +2 +0%
PP
348
Patten & Patten
Tennessee
$276K -$19K -340 -6%
SVWG
349
Shared Vision Wealth Group
United States
$272K
RIA
350
Realta Investment Advisors
Delaware
$271K -$620K -11,077 -70%