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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
AWM
326
Avitas Wealth Management
California
$351K -$5.94K -104 -2%
GEA
327
Glen Eagle Advisors
New Jersey
$349K -$90.7K -1,589 -21%
CP
328
Castleview Partners
Texas
$345K -$8.39K -147 -2%
AWA
329
Arkadios Wealth Advisors
Georgia
$338K +$42.3K +740 +15%
PWM
330
Perigon Wealth Management
California
$337K -$14.6K -256 -4%
Kovitz Investment Group Partners
331
Kovitz Investment Group Partners
Illinois
$332K +$59.1K +1,035 +22%
AFFA
332
ALM First Financial Advisors
Texas
$330K
CAM
333
Cresset Asset Management
Illinois
$329K +$48.3K +846 +18%
SG
334
StoneX Group
New York
$329K +$317K +5,558 New
BIA
335
Biondo Investment Advisors
Pennsylvania
$329K +$15.4K +270 +5%
SAM
336
Secure Asset Management
Michigan
$328K -$19.9K -348 -6%
OIA
337
OneDigital Investment Advisors
Kansas
$325K -$1.31K -23 -0.4%
TFS
338
Thoroughbred Financial Services
Tennessee
$320K -$8.85K -155 -3%
VFA
339
Valeo Financial Advisors
Indiana
$308K -$70K -1,226 -19%
MCC
340
Money Concepts Capital
Florida
$304K +$30.7K +537 +12%
MSCM
341
McElhenny Sheffield Capital Management
Texas
$303K -$17.1K -300 -6%
WWP
342
WR Wealth Planners
Missouri
$302K -$6.51K -114 -2%
JE
343
JMAC Enterprises
Pennsylvania
$302K -$40.5K -710 -12%
UAS
344
United Asset Strategies
New York
$301K +$290K +5,078 New
IA
345
IFP Advisors
Florida
$300K -$284K -4,980 -50%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$300K -$3.31K -58 -1%
Focus Partners Wealth
347
Focus Partners Wealth
Massachusetts
$298K +$287K +5,034 New
HSBC Holdings
348
HSBC Holdings
United Kingdom
$294K
GVAG
349
Great Valley Advisor Group
Delaware
$294K +$400 +7 +0.1%
SFP
350
Sterling Financial Planning
New Jersey
$293K +$171 +3 +0.1%