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iShares US Medical Devices ETF

632 hedge funds and large institutions have $2.96B invested in iShares US Medical Devices ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.2M

1.46% less ownership

Funds ownership: 39.33%37.87% (-1.5%)

5% less funds holding

Funds holding: 662632 (-30)

17% less capital invested

Capital invested by funds: $3.56B → $2.96B (-$595M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 257

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
632
Holders Change
-30
Holders Change %
-4.53%
% of All Funds
9.97%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.35%
New
54
Increased
183
Reduced
257
Closed
77
Calls
$11.3M
Puts
$10.2M
Net Calls
+$1.08M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
676
Pathstone Family Office
New Jersey
-$268K -4,062 Closed
PCS
677
Personal CFO Solutions
New Jersey
-$267K -4,060 Closed
FPOC
678
Financial Planners of Cleveland
Ohio
-$251K -4,052 Closed
AR
679
Apeiron RIA
Texas
-$267K -4,049 Closed
YIH
680
Y-Intercept (HK)
Hong Kong
-$259K -3,932 Closed
LRIA
681
Leonard Rickey Investment Advisors
Washington
-$245K -3,717 Closed
FWP
682
Firethorn Wealth Partners
Georgia
-$241K -3,655 Closed
BJL
683
Brighton Jones LLC
Washington
-$227K -3,452 Closed
CPIG
684
Chicago Partners Investment Group
Illinois
-$200K -3,436 Closed
SPI
685
Sutton Place Investors
New York
-$219K -3,321 Closed
RWM
686
Rockwood Wealth Management
Pennsylvania
-$216K -3,276 Closed
RFN
687
RDA Financial Network
Iowa
-$215K -3,272 Closed
NEPPG
688
New England Professional Planning Group
Rhode Island
-$203K -3,262 Closed
VFA
689
Voya Financial Advisors
Connecticut
-$212K -3,195 Closed
CFG
690
Cooper Financial Group
California
-$210K -3,194 Closed
CCM
691
Crew Capital Management
Ohio
-$202K -3,060 Closed
FMI
692
F/M Investments
District of Columbia
-$202K -3,060 Closed
PCM
693
Pennsylvania Capital Management
Pennsylvania
-$201K -3,051 Closed
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
-$125K -1,897 Closed
MAM
695
Mystic Asset Management
Rhode Island
-$114K -1,740 Closed
TC
696
Truvestments Capital
Florida
-$59K -900 Closed
FFG
697
Ford Financial Group
California
-$55 -849 Closed
TCOV
698
Trust Company of Vermont
Vermont
-$40K -600 Closed
AWA
699
Amplius Wealth Advisors
Pennsylvania
-$37K -576 Closed
Jones Financial Companies
700
Jones Financial Companies
Missouri
-$28K -420 Closed