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iShares US Medical Devices ETF

564 hedge funds and large institutions have $2.15B invested in iShares US Medical Devices ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 139 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $2.03B → $2.15B (+$121M)

2% more funds holding

Funds holding: 554564 (+10)

4.31% less ownership

Funds ownership: 41.81%37.51% (-4.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 220

57% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $44.7M

Holders
564
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
80
Increased
139
Reduced
220
Closed
55
Calls
$19.3M
Puts
$44.7M
Net Calls
-$25.4M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$5.88M -$79.8K -1,342 -1%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$5.86M -$312K -5,250 -5%
CA
53
Cumberland Advisors
Florida
$5.8M -$44.6K -750 -0.7%
MC
54
Moors & Cabot
Massachusetts
$5.75M -$9.39K -158 -0.2%
CAL
55
Capital Analysts LLC
Pennsylvania
$5.57M -$30K -505 -0.5%
PS
56
Principal Securities
Iowa
$5.37M -$154K -2,588 -3%
MFA
57
Millington Financial Advisors
Illinois
$4.93M +$616K +10,369 +16%
NA
58
NewEdge Advisors
Louisiana
$4.65M -$405K -6,814 -8%
CAAS
59
Capital Asset Advisory Services
Michigan
$4.63M -$21.9K -369 -0.5%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$4.58M +$28.5K +479 +0.6%
AWM
61
Axxcess Wealth Management
California
$4.57M -$3.39K -57 -0.1%
LHWM
62
Lake Hills Wealth Management
Texas
$4.43M +$313K +5,266 +7%
CF
63
Centaurus Financial
California
$4.41M -$212K -3,564 -5%
Mariner
64
Mariner
Kansas
$4.41M -$641K -10,778 -12%
LA
65
LM Advisors
California
$4.33M +$187K +3,140 +4%
RAM
66
Riggs Asset Management
Pennsylvania
$4.32M +$140K +2,363 +3%
JGC
67
J. Goldman & Co
New York
$4.28M -$374K -6,285 -8%
DQRIM
68
Dale Q Rice Investment Management
Washington
$4.25M +$4.33M +72,784 New
HW
69
Hamilton Wealth
California
$4.18M -$41.2K -694 -1%
SFG
70
Snider Financial Group
Washington
$4.15M +$12.6K +212 +0.3%
AllianceBernstein
71
AllianceBernstein
Tennessee
$4.08M -$299K -5,028 -7%
TCA
72
Transcend Capital Advisors
New Jersey
$4.03M -$141K -2,378 -3%
IAA
73
Independent Advisor Alliance
North Carolina
$4.02M +$4.1M +68,940 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.97M -$557K -9,365 -12%
VF
75
Virtu Financial
New York
$3.95M +$1.38M +23,259 +52%