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iShares US Medical Devices ETF

564 hedge funds and large institutions have $2.15B invested in iShares US Medical Devices ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 139 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $2.03B → $2.15B (+$121M)

2% more funds holding

Funds holding: 554564 (+10)

4.31% less ownership

Funds ownership: 41.81%37.51% (-4.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 220

57% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $44.7M

Holders
564
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
80
Increased
139
Reduced
220
Closed
55
Calls
$19.3M
Puts
$44.7M
Net Calls
-$25.4M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
501
Coppell Advisory Solutions
Texas
$15.3K
CTC
502
Central Trust Company
Missouri
$15.2K
MA
503
MCF Advisors
Kentucky
$15.2K
IMC
504
Investment Management Corporation
Virginia
$14.8K +$15.1K +254 New
AFG
505
Albion Financial Group
Utah
$14K
HWA
506
HHM Wealth Advisors
Tennessee
$13.8K +$14.1K +237 New
HI
507
Horizon Investments
North Carolina
$12.8K +$13K +219 New
MRP
508
Measured Risk Portfolios
California
$12.4K +$12.7K +213 New
TCM
509
TruNorth Capital Management
Michigan
$12.1K +$12.4K +208 New
PFM
510
Phillips Financial Management
Indiana
$11.7K
CSWG
511
Cardinal Strategic Wealth Guidance
Kentucky
$11.3K +$11.5K +193 New
TAM
512
Tucker Asset Management
Colorado
$11.2K -$13.2K -222 -54%
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$11K
FFL
514
Financial Freedom LLC
Ohio
$9.69K
RA
515
Rise Advisors
New York
$8.95K
CMA
516
Cedar Mountain Advisors
Oregon
$8.78K -$17.9K -301 -67%
MFC
517
Morris Financial Concepts
South Carolina
$8.11K
HDIM
518
Hanson & Doremus Investment Management
Vermont
$8K
EB
519
Eastern Bank
Massachusetts
$7.35K
APW
520
Aventura Private Wealth
Florida
$7.35K +$7.49K +126 New
DFA
521
DHJJ Financial Advisors
Illinois
$7.27K -$8.26K -139 -53%
CPBTD
522
Central Pacific Bank - Trust Division
Hawaii
$7K
CJH
523
Christopher J. Hasenberg
Wisconsin
$7K
WWM
524
Wolff Wiese Magana
California
$7K
NFSG
525
Newbridge Financial Services Group
Florida
$6.23K +$6.36K +107 New