We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

313 hedge funds and large institutions have $2B invested in iShares US Medical Devices ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 80

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $6.98M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$164M)

6% more funds holding

Funds holding: 296313 (+17)

8.33% less ownership

Funds ownership: 289.3%280.97% (-8.3%)

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
54
Increased
122
Reduced
80
Closed
36
Calls
$9.16M
Puts
$6.98M
Net Calls
+$2.18M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ahrens Investment Partners
Louisiana
$6.29M +$1.61M +39,342 +35%
CAM
52
Concorde Asset Management
Michigan
$6.13M -$272K -6,648 -4%
MAP
53
Milestone Advisory Partners
North Carolina
$5.63M +$1.51M +36,882 +37%
AWM
54
Avior Wealth Management
Nebraska
$5.49M -$1.71M -41,724 -24%
MWM
55
MinichMacGregor Wealth Management
New York
$5.24M -$2.44M -59,490 -32%
BAAM
56
Baker Avenue Asset Management
California
$5.24M -$80.1K -1,956 -2%
BGDI
57
BW Gestao de Investimentos
Brazil
$5.19M
MIAN
58
Mariner Independent Advisor Network
Kansas
$4.6M +$48.6K +1,188 +1%
PS
59
Portfolio Strategies
New York
$4.35M +$4.32M +105,612 New
LCM
60
Lucas Capital Management
New Jersey
$4.32M -$1.97K -48 -0%
JP Morgan Chase
61
JP Morgan Chase
New York
$4.22M -$5.65K -138 -0.1%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$3.96M +$182K +4,452 +5%
SI
63
Stephens Inc
Arkansas
$3.73M +$344K +8,394 +10%
EWA
64
Exencial Wealth Advisors
Oklahoma
$3.58M -$80.1K -1,956 -2%
SG
65
Somerset Group
Minnesota
$3.23M -$100K -2,442 -3%
SWM
66
Segment Wealth Management
Texas
$3.07M +$216K +5,286 +8%
WWM
67
Western Wealth Management
Colorado
$3.03M +$8.6K +210 +0.3%
PF
68
Phoenix Financial
Israel
$3M +$3.16M +77,184 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$2.99M +$869K +21,216 +41%
OWA
70
Outlook Wealth Advisors
Texas
$2.87M +$648K +15,834 +29%
HighTower Advisors
71
HighTower Advisors
Illinois
$2.77M +$113K +2,760 +4%
HW
72
Hamilton Wealth
California
$2.71M -$79.6K -1,944 -3%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.7M +$2.17M +53,058 +427%
ASN
74
Advisory Services Network
Georgia
$2.67M
MIC
75
Means Investment Company
Maine
$2.65M +$309K +7,548 +13%