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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
CFGS
376
Concourse Financial Group Securities
Alabama
$223K -$23.6K -422 -10%
Corient Private Wealth
377
Corient Private Wealth
Florida
$222K +$2.13K +38 +1%
LFG
378
Larson Financial Group
Missouri
$222K +$18.1K +324 +9%
FFN
379
Focus Financial Network
Minnesota
$221K -$23.2K -414 -10%
WWM
380
Western Wealth Management
Colorado
$219K -$3.02K -54 -1%
CT
381
Colonial Trust
South Carolina
$216K
SB
382
Strategic Blueprint
Georgia
$213K -$12.4K -221 -5%
JSC
383
Jackson Square Capital
California
$213K
KeyBank National Association
384
KeyBank National Association
Ohio
$212K
FCA
385
FLC Capital Advisors
California
$211K
CCA
386
Cadent Capital Advisors
Oklahoma
$209K +$224 +4 +0.1%
GM
387
GeoWealth Management
Illinois
$208K +$1.01K +18 +0.5%
SFA
388
Source Financial Advisors
New York
$208K +$1.01K +18 +0.5%
PFG
389
Prosperity Financial Group
California
$208K
MW
390
Marcum Wealth
Ohio
$204K -$5.21K -93 -2%
SA
391
Strategic Advocates
Utah
$201K
TW
392
TrinityPoint Wealth
Connecticut
$200K -$3.92K -70 -2%
HNB
393
Hilltop National Bank
Wyoming
$199K
CT
394
Clearstead Trust
Maine
$191K
SIC
395
Salem Investment Counselors
North Carolina
$189K -$2.35K -42 -1%
AWM
396
Activest Wealth Management
Florida
$184K +$56 +1 +0%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$182K +$159K +2,848 +700%
MWM
398
MGB Wealth Management
Texas
$171K
MHR
399
Matthew Hamilton Rosenberg
$161K
MIFH
400
Migdal Insurance & Financial Holdings
Israel
$159K -$19.6M -350,000 -99%