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iShares US Medical Devices ETF

160 hedge funds and large institutions have $809M invested in iShares US Medical Devices ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

120% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 30

62% more capital invested

Capital invested by funds: $500M → $809M (+$309M)

24.44% more ownership

Funds ownership: 283.18%307.62% (+24%)

14% more funds holding

Funds holding: 140160 (+20)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

74% less call options, than puts

Call options by funds: $561K | Put options by funds: $2.19M

Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
3.99%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
33
Increased
66
Reduced
30
Closed
12
Calls
$561K
Puts
$2.19M
Net Calls
-$1.63M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$7.34M +$169K +6,366 +2%
CS
27
Credit Suisse
Switzerland
$6.74M -$3.75M -141,648 -37%
SG Americas Securities
28
SG Americas Securities
New York
$6.36M +$3.54M +133,884 +141%
CA
29
Cumberland Advisors
Florida
$6.24M -$114K -4,320 -2%
UCFA
30
United Capital Financial Advisors
Texas
$5.77M +$5.5M +207,726 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.26M +$763K +28,818 +18%
MIFH
32
Migdal Insurance & Financial Holdings
Israel
$5.17M +$1.24M +46,800 +34%
MWM
33
MinichMacGregor Wealth Management
New York
$4.61M +$293K +11,064 +7%
CAM
34
Concorde Asset Management
Michigan
$4.56M +$1.58M +59,616 +57%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.36M +$4.15M +156,870 New
BAAM
36
Baker Avenue Asset Management
California
$4.32M +$43.1K +1,626 +1%
KCM
37
Karp Capital Management
California
$4.24M +$106K +3,990 +3%
TRCT
38
Tower Research Capital (TRC)
New York
$4.19M -$13.5K -510 -0.3%
EWA
39
Exencial Wealth Advisors
Oklahoma
$3.65M -$65.9K -2,490 -2%
Lido Advisors
40
Lido Advisors
California
$3.59M +$306K +11,568 +10%
CCMG
41
Clark Capital Management Group
Pennsylvania
$3.57M -$89.6K -3,384 -3%
LCM
42
Lucas Capital Management
New Jersey
$3.52M -$115K -4,350 -3%
BCM
43
Barometer Capital Management
Ontario, Canada
$3.43M +$842K +31,800 +35%
IA
44
IFP Advisors
Florida
$3.38M -$1.32M -49,692 -29%
FAAS
45
First Allied Advisory Services
California
$3M +$2.59M +97,680 +899%
BFA
46
Beaumont Financial Advisors
Massachusetts
$2.96M +$1.32M +49,776 +88%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.68M +$781K +29,490 +44%
SI
48
Stephens Inc
Arkansas
$2.67M -$90.9K -3,432 -3%
WI
49
Wintrust Investments
Illinois
$2.66M +$352K +13,284 +16%
OC
50
Oppenheimer & Co
New York
$2.65M +$73.7K +2,784 +3%