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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
CWS
601
Cypress Wealth Services
California
-$202K -3,417 Closed
AI
602
Atria Investments
North Carolina
-$201K -3,386 Closed
PCMC
603
Private Capital Management (Colorado)
Colorado
-$142K -2,403 Closed
AP
604
Advisors Preferred
Maryland
-$140K -2,386 Closed
ATS
605
Ashton Thomas Securities
New York
-$132K -2,231 Closed
FAM
606
Flaharty Asset Management
Florida
-$105K -1,776 Closed
CM
607
Caption Management
Oklahoma
-$89.1K -1,500 Closed
Deutsche Bank
608
Deutsche Bank
Germany
-$64K -1,081 Closed
PS
609
Planned Solutions
California
-$53.3K -900 Closed
BWP
610
Baldwin Wealth Partners
Massachusetts
-$47.4K -800 Closed
PCA
611
Providence Capital Advisors
North Carolina
-$37.5K -633 Closed
BP
612
BNP Paribas
France
-$35.5K -600 Closed
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
-$19K -324 Closed
APC
614
Aspire Private Capital
North Carolina
-$12.7K -214 Closed
CPA
615
Clear Point Advisors
New York
-$9K -152 Closed
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$6.04K -102 Closed
OLVIG
617
Oliver Lagore Vanvalin Investment Group
Michigan
-$3.49K -59 Closed
VWM
618
Venturi Wealth Management
Texas
-$2.61K -44 Closed
JPWM
619
Jamison Private Wealth Management
Georgia
-$2.55K -43 Closed
OA
620
Operose Advisors
Wisconsin
-$2.25K -38 Closed
Credit Agricole
621
Credit Agricole
France
-$1.42K -24 Closed
HNB
622
Huntington National Bank
Ohio
-$3.08K