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iShares US Medical Devices ETF

581 hedge funds and large institutions have $2.33B invested in iShares US Medical Devices ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 229 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $21.7M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 574581 (+7)

1% less capital invested

Capital invested by funds: $2.36B → $2.33B (-$31.9M)

3.39% less ownership

Funds ownership: 43.91%40.52% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 229

Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
67
Increased
163
Reduced
229
Closed
49
Calls
$45.7M
Puts
$21.7M
Net Calls
+$24M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CJH
551
Christopher J. Hasenberg
Wisconsin
$7.03K +$6.78K +120 New
CPBTD
552
Central Pacific Bank - Trust Division
Hawaii
$6.94K +$6.78K +120 New
EWA
553
EverSource Wealth Advisors
Alabama
$6.82K +$3.62K +64 +107%
CSB
554
City State Bank
Iowa
$6K +$1.69K +30 +42%
MFT
555
Moisand Fitzgerald Tamayo
Florida
$5.98K
CAM
556
Costello Asset Management
Pennsylvania
$5.86K -$18.5K -328 -77%
PFM
557
Phillips Financial Management
Indiana
$5.86K +$565 +10 +11%
GWANC
558
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.39K +$5.2K +92 New
BCMLT
559
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.27K
WIA
560
Wetzel Investment Advisors
Indiana
$5.24K
TCM
561
TD Capital Management
Tennessee
$4.75K
AW
562
Avion Wealth
Texas
$4K
CFO
563
CVA Family Office
Colorado
$3.87K
FHA
564
First Horizon Advisors
Tennessee
$3.52K
OLVIG
565
Oliver Lagore Vanvalin Investment Group
Michigan
$3.46K -$226 -4 -6%
CWC
566
Carolinas Wealth Consulting
North Carolina
$3.4K +$3.28K +58 New
AA
567
Addison Advisors
Vermont
$3.28K +$3.16K +56 New
VWWMG
568
Vermillion & White Wealth Management Group
Pennsylvania
$3.16K
AIM
569
Arcadia Investment Management
Michigan
$2.99K +$565 +10 +24%
PPWM
570
PFG Private Wealth Management
Florida
$2.81K
BBHC
571
Brown Brothers Harriman & Co
New York
$2.46K +$2.37K +42 New
OA
572
Operose Advisors
Wisconsin
$2.23K
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11K
BEI
574
Benjamin Edwards Inc
Missouri
$2K
RTL
575
Red Tortoise LLC
Georgia
$1.77K