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iShares US Medical Devices ETF

121 hedge funds and large institutions have $966M invested in iShares US Medical Devices ETF in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

20% more capital invested

Capital invested by funds: $806M → $966M (+$160M)

11% more funds holding

Funds holding: 109121 (+12)

8.6% more ownership

Funds ownership: 398.56%407.16% (+8.6%)

Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
30
Increased
41
Reduced
31
Closed
16
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
76
National Planning Corporation
California
$477K +$497K +20,904 New
FAAS
77
First Allied Advisory Services
California
$466K -$537K -22,590 -54%
WAS
78
WESPAC Advisors SoCal
California
$462K
HighTower Advisors
79
HighTower Advisors
Illinois
$420K +$187K +7,878 +83%
Jane Street
80
Jane Street
New York
$404K -$2.44M -102,444 -86%
RWA
81
Ropes Wealth Advisors
Massachusetts
$375K
M&T Bank
82
M&T Bank
New York
$342K +$335K +14,088 New
AI
83
Atria Investments
North Carolina
$339K +$333K +13,986 New
DC
84
Davenport & Co
Virginia
$305K +$300K +12,606 New
US Bancorp
85
US Bancorp
Minnesota
$302K -$1.57K -66 -0.5%
OAJ
86
Ogorek Anthony Joseph
New York
$293K
SFM
87
Signet Financial Management
New Jersey
$282K -$44.7K -1,878 -14%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272K +$7.42K +312 +3%
FWSM
89
First Wilshire Securities Management
California
$269K
KA
90
Kovack Advisors
Florida
$249K +$245K +10,290 New
CB
91
Commerce Bank
Missouri
$242K +$4K +168 +2%
WEC
92
Winslow Evans & Crocker
Massachusetts
$241K +$237K +9,960 New
RIA
93
Regal Investment Advisors
Michigan
$235K +$231K +9,690 New
TJHA
94
Thomas J. Herzfeld Advisors
Florida
$182K
ANBT
95
American National Bank & Trust
Texas
$145K
CWM
96
Concert Wealth Management
California
$137K +$134K +5,640 New
Creative Planning
97
Creative Planning
Kansas
$134K +$31.3K +1,314 +31%
WA
98
WFG Advisors
Texas
$99K +$2.28K +96 +2%
IPC
99
Independent Portfolio Consultants
Florida
$78K
RFA
100
Reilly Financial Advisors
California
$73K