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iShares US Medical Devices ETF
IHI

Overview Fund Activity

70 hedge funds and large institutions have $227M invested in iShares US Medical Devices ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
18
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$27.4M
2
CS
2
Credit Suisse
Switzerland
$4.7M
3
VF
3
Virtu Financial
New York
$3.19M
4
LPL Financial
4
LPL Financial
California
$5.91M
5
BCM
5
Brookstone Capital Management
Illinois
$14.4M

Top Sellers

1
SCM
1
Sandler Capital Management
New York
$1.22M
2
WBG
2
Wharton Business Group
Pennsylvania
$21.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$35.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Condor Capital Management
New Jersey
$217K -$120K -7,080 -36%
US Bancorp
52
US Bancorp
Minnesota
$210K – – –
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$134K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$108K – – –
Creative Planning
55
Creative Planning
Kansas
$104K -$12.9K -762 -11%
BCM
56
Blume Capital Management
California
$94K – – –
Ameriprise
57
Ameriprise
Minnesota
$91K +$32.6K +1,908 +56%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$89K +$61.4K +3,600 +222%
AP
59
Advisors Preferred
Maryland
$40K -$210K -12,378 -84%
RIA
60
Regal Investment Advisors
Michigan
$35K – – –
CCS
61
Crosspoint Capital Strategies
California
$35K – – –
MAS
62
Madden Advisory Services
Florida
$31K – – –
OIA
63
Optimum Investment Advisors
Illinois
$28K +$28K +1,668 New
NES
64
New England Securities
New York
$25K -$16.2K -966 -39%
BRWA
65
B. Riley Wealth Advisors
Florida
$15.3K +$15.3K +900 New
WA
66
WFG Advisors
Texas
$13K -$16.2K -966 -56%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$6K -$9.33K -504 -61%
MFS
68
MSI Financial Services
Massachusetts
$6K +$5.89K +330 +5,500%
BRWM
69
B. Riley Wealth Management
Tennessee
$3K – – –
HR
70
Howe & Rusling
New York
$1K +$231 +18 +30%
CCMG
71
Clark Capital Management Group
Pennsylvania
– -$4.69M -284,802 Closed
BCM
72
Barometer Capital Management
Ontario, Canada
– -$1.43M -87,000 Closed
BJ
73
Brouwer & Janachowski
California
– -$66K -4,020 Closed
KCPG
74
Kavar Capital Partners Group
Kansas
– -$21K -1,290 Closed
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