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iShares US Medical Devices ETF

140 hedge funds and large institutions have $500M invested in iShares US Medical Devices ETF in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

28% more funds holding

Funds holding: 109140 (+31)

1% more capital invested

Capital invested by funds: $495M → $500M (+$5.05M)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

28.58% less ownership

Funds ownership: 311.76%283.18% (-29%)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $212K

Holders
140
Holders Change
+31
Holders Change %
+28.44%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.17%
New
44
Increased
38
Reduced
40
Closed
11
Calls
$1K
Puts
$212K
Net Calls
-$211K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cumberland Advisors
Florida
$5.78M +$468K +19,320 +9%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$4.47M +$4.05M +167,088 +1,696%
IA
28
IFP Advisors
Florida
$4.33M +$101K +4,176 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$4.3M -$398K -16,428 -9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.05M +$578K +23,850 +17%
MWM
31
MinichMacGregor Wealth Management
New York
$3.91M +$92.1K +3,798 +3%
BAAM
32
Baker Avenue Asset Management
California
$3.88M +$145K +5,970 +4%
TRCT
33
Tower Research Capital (TRC)
New York
$3.82M +$3.67M +151,524 New
KCM
34
Karp Capital Management
California
$3.75M -$2.91K -120 -0.1%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$3.51M
EWA
36
Exencial Wealth Advisors
Oklahoma
$3.38M +$174K +7,170 +6%
CCMG
37
Clark Capital Management Group
Pennsylvania
$3.33M +$3.2M +131,952 New
LCM
38
Lucas Capital Management
New Jersey
$3.31M +$11.1K +456 +0.3%
Lido Advisors
39
Lido Advisors
California
$3.08M +$2.85M +117,606 New
ACM
40
Avalon Capital Management
California
$2.7M +$2.6M +107,118 New
CAM
41
Concorde Asset Management
Michigan
$2.64M +$2.53M +104,544 New
SI
42
Stephens Inc
Arkansas
$2.51M -$357K -14,742 -13%
SG Americas Securities
43
SG Americas Securities
New York
$2.4M -$2.55M -105,240 -53%
OC
44
Oppenheimer & Co
New York
$2.34M -$561K -23,130 -20%
BCM
45
Barometer Capital Management
Ontario, Canada
$2.32M +$698K +28,800 +46%
WI
46
Wintrust Investments
Illinois
$2.08M +$564K +23,244 +39%
MCM
47
Murphy Capital Management
New Jersey
$2.08M +$24.7K +1,020 +1%
SG
48
Somerset Group
Minnesota
$1.97M -$8.73K -360 -0.5%
BAM
49
Bruderman Asset Management
New York
$1.89M +$117K +4,824 +7%
VAM
50
Verity Asset Management
North Carolina
$1.82M +$1.75M +72,174 New