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iShares US Medical Devices ETF

543 hedge funds and large institutions have $2.14B invested in iShares US Medical Devices ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 229 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $12.9M

1.23% more ownership

Funds ownership: 40.52%41.75% (+1.2%)

7% less funds holding

Funds holding: 581543 (-38)

8% less capital invested

Capital invested by funds: $2.33B → $2.14B (-$186M)

37% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 83

44% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 229

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
543
Holders Change
-38
Holders Change %
-6.54%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
52
Increased
128
Reduced
229
Closed
83
Calls
$20.2M
Puts
$12.9M
Net Calls
+$7.31M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
576
Kingswood Wealth Advisors
California
-$304K -5,181 Closed
PVH
577
Psagot Value Holdings
Israel
-$294K -5,019 Closed
CHAM
578
Clear Harbor Asset Management
Connecticut
-$291K -4,959 Closed
AI
579
Arrien Investments
Idaho
-$285K -4,869 Closed
PCIA
580
Prime Capital Investment Advisors
Kansas
-$276K -4,714 Closed
LSA
581
L & S Advisors
California
-$275K -4,696 Closed
TCM
582
Tufton Capital Management
Maryland
-$237K -4,050 Closed
PWA
583
Prairie Wealth Advisors
Nebraska
-$235K -4,005 Closed
WANY
584
Wealthspire Advisors (New York)
New York
-$229K -3,906 Closed
Northern Trust
585
Northern Trust
Illinois
-$225K -3,845 Closed
KWS
586
Keystone Wealth Services
California
-$220K -3,754 Closed
MCIA
587
Mountain Capital Investment Advisors
Colorado
-$214K -3,700 Closed
HI
588
Hudock Inc
Pennsylvania
-$215K -3,665 Closed
BFG
589
Bleakley Financial Group
New Jersey
-$214K -3,654 Closed
SW
590
Simplicity Wealth
New Jersey
-$214K -3,654 Closed
FAM
591
Forte Asset Management
New York
-$211K -3,608 Closed
TSS
592
Two Sigma Securities
New York
-$210K -3,582 Closed
AWE
593
Avidian Wealth Enterprises
Texas
-$209K -3,567 Closed
MCA
594
Martin Capital Advisors
Texas
-$208K -3,545 Closed
BFC
595
Bedel Financial Consulting
Indiana
-$207K -3,534 Closed
HWM
596
Howard Wealth Management
Connecticut
-$206K -3,515 Closed
HFS
597
Howard Financial Services
Texas
-$205K -3,505 Closed
CWM
598
Cahaba Wealth Management
Georgia
-$205K -3,496 Closed
OWA
599
Octavia Wealth Advisors
Ohio
-$203K -3,472 Closed
OCM
600
One Capital Management
California
-$203K -3,463 Closed