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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
CSB
526
City State Bank
Iowa
$6.13K
GWANC
527
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.07K +$713 +12 +13%
MFT
528
Moisand Fitzgerald Tamayo
Florida
$5.95K
AWM
529
Accredited Wealth Management
Kentucky
$5.95K +$6.06K +102 New
HHGA
530
Halbert Hargrove Global Advisors
California
$5.95K +$6.06K +102 New
T
531
Transce3nd
Texas
$5.95K +$6.06K +102 New
RIA
532
Realta Investment Advisors
Delaware
$5.92K +$3.57K +60 +150%
CAM
533
Costello Asset Management
Pennsylvania
$5.83K
EWM
534
Evermay Wealth Management
Virginia
$5.83K
NRC
535
New Republic Capital
North Carolina
$5.43K +$5.53K +93 New
BCMLT
536
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.26K
CFB
537
Cullen/Frost Bankers
Texas
$4.9K +$4.99K +84 New
TCM
538
TD Capital Management
Tennessee
$4.75K
S
539
SignatureFD
Georgia
$4.5K -$357 -6 -7%
PA
540
PSI Advisors
Florida
$4.48K
FDW
541
Fourth Dimension Wealth
Ohio
$4.15K +$4.22K +71 New
RF
542
Roxbury Financial
New Jersey
$3.56K +$3.45K +58 New
CWC
543
Carolinas Wealth Consulting
North Carolina
$3.38K
BSB
544
Bangor Savings Bank
Maine
$3.33K +$3.39K +57 New
IWM
545
IMG Wealth Management
Florida
$3.24K +$3.27K +55 New
BBHC
546
Brown Brothers Harriman & Co
New York
$3.21K
VWWMG
547
Vermillion & White Wealth Management Group
Pennsylvania
$3.15K
AIM
548
Arcadia Investment Management
Michigan
$2.98K +$475 +8 +19%
SAM
549
Smartleaf Asset Management
Massachusetts
$2.92K
LDB
550
Lee, Danner & Bass
Tennessee
$2.8K +$2.85K +48 New