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iShares US Medical Devices ETF

83 hedge funds and large institutions have $503M invested in iShares US Medical Devices ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

159.39% more ownership

Funds ownership: 180.74%340.13% (+159%)

126% more capital invested

Capital invested by funds: $223M → $503M (+$280M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

26% more funds holding

Funds holding: 6683 (+17)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
26
Increased
25
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
51
Carnegie Investment Counsel
Ohio
$402K +$63.3K +3,510 +20%
AP
52
Advisors Preferred
Maryland
$317K +$304K +16,836 New
MIAN
53
Mariner Independent Advisor Network
Kansas
$274K
CA
54
Cetera Advisors
Colorado
$272K +$259K +14,376 New
PPA
55
Parametric Portfolio Associates
Washington
$250K +$239K +13,272 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$244K
CCM
57
Condor Capital Management
New Jersey
$240K +$1.19K +66 +0.5%
US Bancorp
58
US Bancorp
Minnesota
$231K
CB
59
Commerce Bank
Missouri
$226K -$54.1K -3,000 -20%
ASN
60
Advisory Services Network
Georgia
$219K +$209K +11,574 New
WA
61
WFG Advisors
Texas
$205K +$184K +10,200 +1,545%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$194K +$43.3K +2,400 +30%
WIL
63
Winifred I. Li
$121K -$52K -2,880 -31%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$110K
Creative Planning
65
Creative Planning
Kansas
$107K -$11.4K -630 -10%
BCM
66
Blume Capital Management
California
$105K
Deutsche Bank
67
Deutsche Bank
Germany
$67K -$195K -10,800 -75%
RIA
68
Regal Investment Advisors
Michigan
$39K +$108 +6 +0.3%
CCS
69
Crosspoint Capital Strategies
California
$38K
MAS
70
Madden Advisory Services
Florida
$34K
OIA
71
Optimum Investment Advisors
Illinois
$32K +$108 +6 +0.4%
MFS
72
MSI Financial Services
Massachusetts
$29K +$21.8K +1,206 +359%
NES
73
New England Securities
New York
$28K
NPC
74
National Planning Corporation
California
$21.7K +$20.6K +1,140 New
EWM
75
Edge Wealth Management
New York
$13K +$11.9K +660 New