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iShares US Medical Devices ETF

543 hedge funds and large institutions have $2.14B invested in iShares US Medical Devices ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 229 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $12.9M

1.23% more ownership

Funds ownership: 40.52%41.75% (+1.2%)

7% less funds holding

Funds holding: 581543 (-38)

8% less capital invested

Capital invested by funds: $2.33B → $2.14B (-$186M)

37% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 83

44% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 229

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
543
Holders Change
-38
Holders Change %
-6.54%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
52
Increased
128
Reduced
229
Closed
83
Calls
$20.2M
Puts
$12.9M
Net Calls
+$7.31M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$6.62M +$393K +7,022 +6%
FTS
52
Fifth Third Securities
Ohio
$6.44M +$93.3K +1,666 +1%
KWM
53
Kingsview Wealth Management
Oregon
$6.32M +$4.65K +83 +0.1%
NA
54
NewEdge Advisors
Louisiana
$6.29M -$444K -7,928 -7%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$6.19M -$943K -16,854 -13%
TPA
56
Trivium Point Advisory
Connecticut
$6.08M +$5.25M +93,778 +641%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$6.05M -$139K -2,478 -2%
YC
58
Yarbrough Capital
Tennessee
$5.87M
SWM
59
Segment Wealth Management
Texas
$5.85M -$9.01K -161 -0.2%
CA
60
Cumberland Advisors
Florida
$5.81M -$170K -3,040 -3%
William Blair & Company
61
William Blair & Company
Illinois
$5.78M +$28.4K +508 +0.5%
CAL
62
Capital Analysts LLC
Pennsylvania
$5.72M +$7.45K +133 +0.1%
AIM
63
Anchor Investment Management
South Carolina
$5.72M +$261K +4,655 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$5.66M -$301K -5,377 -5%
MC
65
Moors & Cabot
Massachusetts
$5.62M -$83.5K -1,492 -1%
Stifel Financial
66
Stifel Financial
Missouri
$5.44M -$131K -2,337 -2%
CWM
67
CMH Wealth Management
New Hampshire
$5.16M +$91.9K +1,642 +2%
PS
68
Principal Securities
Iowa
$5.02M +$250K +4,474 +5%
ORL
69
Oak Root LLC
California
$4.98M +$215K +3,835 +5%
Mariner
70
Mariner
Kansas
$4.93M -$354K -6,329 -7%
LA
71
LM Advisors
California
$4.77M -$106K -1,892 -2%
Citadel Advisors
72
Citadel Advisors
Florida
$4.66M -$6.94M -124,052 -60%
KAS
73
Kestra Advisory Services
Texas
$4.64M +$389K +6,943 +9%
JGC
74
J. Goldman & Co
New York
$4.46M +$4.46M +79,623 New
CF
75
Centaurus Financial
California
$4.4M +$184K +3,293 +4%