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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
SPW
376
Sonoma Private Wealth
California
$237K
TWP
377
Tyche Wealth Partners
Texas
$237K
PB
378
Pinnacle Bancorp
Nebraska
$235K +$210K +3,672 +1,275%
CFGS
379
Concourse Financial Group Securities
Alabama
$234K -$1.54K -27 -0.7%
Bank of New York Mellon
380
Bank of New York Mellon
New York
$233K +$224K +3,927 New
FFN
381
Focus Financial Network
Minnesota
$231K
ANTB
382
AMG National Trust Bank
Colorado
$230K -$222K -3,888 -50%
CT
383
Colonial Trust
South Carolina
$228K
KWS
384
Keystone Wealth Services
California
$223K +$215K +3,771 New
FCA
385
FLC Capital Advisors
California
$223K
AWA
386
Acorn Wealth Advisors
Michigan
$222K -$22.4K -392 -9%
CCA
387
Cadent Capital Advisors
Oklahoma
$221K +$286 +5 +0.1%
WWM
388
Western Wealth Management
Colorado
$219K -$11.8K -207 -5%
PFG
389
Prosperity Financial Group
California
$219K -$914 -16 -0.4%
MW
390
Marcum Wealth
Ohio
$213K -$2.51K -44 -1%
OCM
391
One Capital Management
California
$212K +$205K +3,583 New
SA
392
Strategic Advocates
Utah
$212K
LG
393
LaFleur & Godfrey
Michigan
$212K +$204K +3,577 New
MGIA
394
Moneta Group Investment Advisors
Missouri
$212K +$204K +3,576 New
HWM
395
Heirloom Wealth Management
Colorado
$212K -$202K -3,544 -50%
AWE
396
Avidian Wealth Enterprises
Texas
$211K +$204K +3,569 New
HNB
397
Hilltop National Bank
Wyoming
$211K
MCA
398
Martin Capital Advisors
Texas
$210K +$202K +3,545 New
FCA
399
Fortis Capital Advisors
Kansas
$210K +$202K +3,539 New
BFC
400
Bedel Financial Consulting
Indiana
$209K +$202K +3,534 New