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
BFO
401
Biltmore Family Office
North Carolina
$151K
GT
402
Glenmede Trust
Pennsylvania
$145K
FUBT
403
First United Bank & Trust
Maryland
$141K
BWL
404
Bogart Wealth LLC
Virginia
$140K -$118K -2,106 -46%
FWP
405
FAS Wealth Partners
Kansas
$138K
MA
406
Montag & Associates
Georgia
$127K +$14K +250 +12%
TCG
407
Transcendent Capital Group
Oklahoma
$123K
ATS
408
Ashton Thomas Securities
New York
$123K +$125K +2,231 New
LIA
409
Lynx Investment Advisory
District of Columbia
$118K +$118K +2,112 New
CWP
410
Concord Wealth Partners
Virginia
$111K +$3.47K +62 +3%
WT
411
Whittier Trust
California
$101K
MMG
412
Monetary Management Group
Missouri
$95.3K
FCMT
413
Founders Capital Management (Texas)
Texas
$94.4K +$112 +2 +0.1%
TFF
414
The Family Firm
Maryland
$94K +$93.9K +1,677 New
VNA
415
Valley National Advisers
Pennsylvania
$90K -$15.4K -275 -15%
RFA
416
Register Financial Advisors
Georgia
$88.8K
SSB
417
Sandy Spring Bank
Maryland
$85.4K
CM
418
Caption Management
Oklahoma
$84.1K +$16.9K +302 +25%
FP
419
Financial Perspectives
Minnesota
$81K +$56 +1 +0.1%
OP
420
ORG Partners
Indiana
$77.5K +$78.6K +1,404 New
AssetMark Inc
421
AssetMark Inc
California
$75K +$60.2K +1,075 +409%
HFS
422
Hantz Financial Services
Michigan
$71K -$1.68K -30 -2%
BlackRock
423
BlackRock
New York
$69.3K -$15.2K -271 -18%
SFC
424
Strategic Financial Concepts
Texas
$68.9K +$5.82M +103,966 New
Franklin Resources
425
Franklin Resources
California
$68.4K