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iShares US Medical Devices ETF

632 hedge funds and large institutions have $2.96B invested in iShares US Medical Devices ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.2M

1.46% less ownership

Funds ownership: 39.33%37.87% (-1.5%)

5% less funds holding

Funds holding: 662632 (-30)

17% less capital invested

Capital invested by funds: $3.56B → $2.96B (-$595M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 257

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
632
Holders Change
-30
Holders Change %
-4.53%
% of All Funds
9.97%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.35%
New
54
Increased
183
Reduced
257
Closed
77
Calls
$11.3M
Puts
$10.2M
Net Calls
+$1.08M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Apollon Wealth Management
South Carolina
$495K -$28.9K -485 -6%
EVM
352
Eaton Vance Management
Massachusetts
$495K +$81.4K +1,365 +20%
JIP
353
Jaffetilchin Investment Partners
Florida
$492K +$27.6K +463 +5%
RZH
354
Relyea Zuckerberg Hanson
Connecticut
$491K -$409K -6,863 -46%
RIA
355
Realta Investment Advisors
Delaware
$491K -$11.7K -197 -2%
MHR
356
Matthew Hamilton Rosenberg
$481K -$38.5K -646 -8%
EWA
357
EP Wealth Advisors
California
$478K +$44K +738 +10%
NFSG
358
Newbridge Financial Services Group
Florida
$475K -$18.1K -304 -4%
NP
359
NorthRock Partners
Minnesota
$474K -$297K -4,975 -39%
CRWM
360
Castle Rock Wealth Management
California
$474K -$173K -2,900 -27%
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$474K
AA
362
Ashford Advisors
New York
$472K +$462K +7,745 New
SAM
363
Seelaus Asset Management
New Jersey
$471K -$53.7K -900 -10%
AFS
364
Access Financial Services
Minnesota
$471K +$460K +7,724 New
AWM
365
Avitas Wealth Management
California
$468K +$7.57K +127 +2%
AWA
366
Arete Wealth Advisors
Illinois
$464K -$184K -3,084 -29%
BOPW
367
Brandywine Oak Private Wealth
Pennsylvania
$464K +$14.2K +238 +3%
HIA
368
Harbor Investment Advisory
Maryland
$458K -$15.1K -254 -3%
JCM
369
Jacobi Capital Management
Pennsylvania
$457K -$5.9K -99 -1%
MIG
370
McGuire Investment Group
Rhode Island
$455K -$7.33K -123 -2%
ACM
371
Advisors Capital Management
New Jersey
$453K +$69.2K +1,160 +18%
TFS
372
Thoroughbred Financial Services
Tennessee
$450K +$185K +3,095 +72%
SCFS
373
S.C. Financial Services
Arizona
$445K -$14.7K -246 -3%
BBA
374
BLB&B Advisors
Pennsylvania
$445K +$1.43K +24 +0.3%
KPCM
375
Kings Point Capital Management
New York
$445K +$33.1K +556 +8%