We are live on ! Find out more
IHI icon

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
RJT
351
Raymond James Trust
Florida
$270K +$28.6K +511 +12%
FWM
352
Forza Wealth Management
Florida
$269K -$16.8K -300 -6%
AIM
353
Acropolis Investment Management
Missouri
$269K
PFS
354
Prospera Financial Services
Texas
$268K +$16.8K +301 +7%
FIA
355
Foundations Investment Advisors
Arizona
$266K -$642K -11,472 -71%
Kovitz Investment Group Partners
356
Kovitz Investment Group Partners
Illinois
$265K -$35K -625 -12%
CAM
357
Cresset Asset Management
Illinois
$264K -$11.6K -207 -4%
SC
358
Scotia Capital
Ontario, Canada
$263K -$2.11M -37,726 -89%
LFAS
359
Level Four Advisory Services
Texas
$262K -$283K -5,057 -52%
SW
360
SteelPeak Wealth
California
$261K +$261K +4,662 New
DFA
361
DHK Financial Advisors
New Hampshire
$259K
MCC
362
Money Concepts Capital
Florida
$257K -$17.8K -318 -6%
SRSA
363
S.R. Schill & Associates
Washington
$253K +$45.3K +810 +22%
SL
364
SFM LLC
New Hampshire
$249K -$48.7K -870 -16%
GLR
365
Great Lakes Retirement
Ohio
$248K +$248K +4,424 New
SWM
366
SeaCrest Wealth Management
New York
$243K -$25.2K -450 -9%
AA
367
Advisory Alpha
Michigan
$241K -$58.9K -1,052 -20%
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$238K -$1.41M -25,198 -86%
RWB
369
RMR Wealth Builders
New Jersey
$236K +$236K +4,214 New
BSW
370
Buckingham Strategic Wealth
Missouri
$235K
AWA
371
Acorn Wealth Advisors
Michigan
$232K -$9.63K -172 -4%
SFI
372
SPC Financial Inc
Maryland
$224K
TWP
373
Tyche Wealth Partners
Texas
$224K -$52.3K -935 -19%
SPW
374
Sonoma Private Wealth
California
$224K
RIA
375
Regal Investment Advisors
Michigan
$224K -$14.9K -267 -6%