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iShares US Medical Devices ETF

552 hedge funds and large institutions have $1.73B invested in iShares US Medical Devices ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 147 increasing their positions, 195 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.76% more ownership

Funds ownership: 40.41%42.17% (+1.8%)

2% more capital invested

Capital invested by funds: $1.69B → $1.73B (+$41.8M)

25% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 195

Holders
552
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$6.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
401
Octavia Wealth Advisors
Ohio
$211K
CT
402
Clearstead Trust
Maine
$211K
SWGC
403
Summit Wealth Group (Colorado)
Colorado
$211K
FCA
404
FLC Capital Advisors
California
$208K
LFAS
405
Level Four Advisory Services
Texas
$206K
AWM
406
Activest Wealth Management
Florida
$205K
BIG
407
Brookwood Investment Group
Arizona
$204K
RWM
408
Rockwood Wealth Management
Pennsylvania
$204K
AC
409
Apella Capital
Connecticut
$203K
CHAM
410
Clear Harbor Asset Management
Connecticut
$201K
RMC
411
Ring Mountain Capital
California
$200K
MWM
412
MGB Wealth Management
Texas
$188K
PWS
413
Peterson Wealth Services
Utah
$180K
SWP
414
Strategic Wealth Partners
Ohio
$179K
SG
415
Sankala Group
Colorado
$176K
SGK
416
Steigerwald Gordon & Koch
Virginia
$170K
BFO
417
Biltmore Family Office
North Carolina
$168K
BBHC
418
Brown Brothers Harriman & Co
New York
$154K
MMG
419
Monetary Management Group
Missouri
$149K
AUB
420
Atlantic Union Bankshares
Virginia
$135K
BWL
421
Bogart Wealth LLC
Virginia
$133K
BTI
422
Blue Trust Inc
Georgia
$130K
ACA
423
Aptus Capital Advisors
Alabama
$128K
HAP
424
Harbor Asset Planning
Massachusetts
$128K
CWP
425
Concord Wealth Partners
Virginia
$120K