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iShares US Medical Devices ETF

313 hedge funds and large institutions have $2B invested in iShares US Medical Devices ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 80

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $6.98M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$164M)

6% more funds holding

Funds holding: 296313 (+17)

8.33% less ownership

Funds ownership: 289.3%280.97% (-8.3%)

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
54
Increased
122
Reduced
80
Closed
36
Calls
$9.16M
Puts
$6.98M
Net Calls
+$2.18M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cumberland Advisors
Florida
$15.3M -$446K -10,890 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$15.1M +$1.18M +28,764 +9%
HCMNY
28
Howard Capital Management (New York)
New York
$14.3M -$260K -6,360 -2%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$13.4M +$11.3M +275,550 +548%
CFGS
30
Concourse Financial Group Securities
Alabama
$11.1M +$4.27M +104,352 +63%
BCM
31
BTR Capital Management
California
$10.7M -$310K -7,584 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.7M -$2.21M -54,012 -17%
WBG
33
Wharton Business Group
Pennsylvania
$10.2M -$231K -5,640 -2%
KCM
34
Karp Capital Management
California
$9.37M +$102K +2,490 +1%
SPC
35
Sigma Planning Corp
Michigan
$9.36M +$1.74M +42,612 +23%
BCM
36
Brookstone Capital Management
Illinois
$9.12M +$1.57M +38,334 +21%
AG
37
Advisor Group
Arizona
$9.05M -$1.93M -47,130 -18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.91M -$1.75M -42,816 -17%
PAG
39
Private Advisor Group
New Jersey
$8.4M -$1.7M -41,640 -17%
HCM
40
Hollencrest Capital Management
California
$8.34M -$96K -2,346 -1%
SB
41
Suntrust Banks
Georgia
$8.3M +$3.28M +80,220 +66%
VF
42
Virtu Financial
New York
$8M -$2.81M -68,538 -26%
JFM
43
Jackson Financial Management
California
$7.87M +$6.54M +159,810 +514%
Stifel Financial
44
Stifel Financial
Missouri
$7.76M +$151K +3,696 +2%
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$7.07M +$2.21K +54 +0%
OC
46
Oppenheimer & Co
New York
$6.97M +$358K +8,736 +5%
SG
47
Swarthmore Group
Pennsylvania
$6.68M -$1.07M -26,100 -14%
VFA
48
Voya Financial Advisors
Connecticut
$6.54M +$160K +3,918 +2%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.49M +$230K +5,622 +4%
KWM
50
Kingsview Wealth Management
Oregon
$6.33M +$5.8M +141,768 +1,192%