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iShares US Medical Devices ETF

556 hedge funds and large institutions have $2.07B invested in iShares US Medical Devices ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 241 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $6.44M

2.48% less ownership

Funds ownership: 37.95%35.47% (-2.5%)

6% less funds holding

Funds holding: 593556 (-37)

16% less capital invested

Capital invested by funds: $2.46B → $2.07B (-$394M)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

42% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 241

43% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 70

Holders
556
Holders Change
-37
Holders Change %
-6.24%
% of All Funds
9.58%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.22%
New
40
Increased
140
Reduced
241
Closed
70
Calls
$12.2M
Puts
$6.44M
Net Calls
+$5.79M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$7.64M +$73.5K +1,416 +0.9%
AAS
52
Avantax Advisory Services
Texas
$7.32M -$425K -8,191 -5%
AWS
53
Atria Wealth Solutions
New York
$6.62M +$1.43M +27,547 +24%
BAAM
54
Baker Avenue Asset Management
California
$6.55M +$76.2K +1,469 +1%
Stifel Financial
55
Stifel Financial
Missouri
$6.17M -$469K -9,042 -6%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95M -$55.9K -1,077 -0.8%
SWM
57
Segment Wealth Management
Texas
$5.94M +$1.67M +32,169 +34%
SIAG
58
Safeguard Investment Advisory Group
California
$5.89M +$592K +11,404 +10%
PAG
59
Private Advisor Group
New Jersey
$5.76M -$38.3K -738 -0.6%
AIP
60
Ahrens Investment Partners
Louisiana
$5.75M -$38.9K -749 -0.6%
KCM
61
Karp Capital Management
California
$5.74M -$440K -8,482 -7%
LDFR
62
Lehman & Derafelo Financial Resources
Pennsylvania
$5.73M -$18K -346 -0.3%
DAS
63
Dynamic Advisor Solutions
Arizona
$5.72M +$282K +5,438 +5%
Goldman Sachs
64
Goldman Sachs
New York
$5.7M -$188K -3,623 -3%
BRWA
65
B. Riley Wealth Advisors
Florida
$5.68M +$5.06M +97,447 +425%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$5.67M +$2.31M +44,509 +59%
EWA
67
Exencial Wealth Advisors
Oklahoma
$5.6M +$110K +2,114 +2%
UCIG
68
Ulrich Consultants & Investment Group
New Mexico
$5.43M
FTS
69
Fifth Third Securities
Ohio
$5.41M -$32.8K -633 -0.5%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$5.37M -$378K -7,294 -6%
CAC
71
Certified Advisory Corp
Florida
$5.3M +$129K +2,478 +2%
CS
72
Credit Suisse
Switzerland
$5.14M +$2.6M +50,036 +85%
NA
73
NewEdge Advisors
Louisiana
$4.98M -$103K -1,985 -2%
RFWA
74
RPg Family Wealth Advisory
Massachusetts
$4.92M +$6.95K +134 +0.1%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$4.91M +$65.5K +1,263 +1%