We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

109 hedge funds and large institutions have $495M invested in iShares US Medical Devices ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 121109 (-12)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

49% less capital invested

Capital invested by funds: $966M → $495M (-$471M)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

83% less call options, than puts

Call options by funds: $1K | Put options by funds: $6K

95.4% less ownership

Funds ownership: 407.16%311.76% (-95%)

Holders
109
Holders Change
-12
Holders Change %
-9.92%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.03%
New
21
Increased
28
Reduced
38
Closed
31
Calls
$1K
Puts
$6K
Net Calls
-$5K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$269K +$41.5K +1,830 +18%
WAS
77
WESPAC Advisors SoCal
California
$264K -$162K -7,140 -37%
DC
78
Davenport & Co
Virginia
$263K -$16.3K -720 -6%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249K -$409 -18 -0.2%
WA
80
WP Advisors
California
$247K +$252K +11,112 New
CB
81
Commerce Bank
Missouri
$221K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$216K -$59.5M -2,621,862 -100%
MSAM
83
Moloney Securities Asset Management
Missouri
$202K +$207K +9,108 New
OTC
84
Opera Trading Capital
France
$173K +$177K +7,800 New
Creative Planning
85
Creative Planning
Kansas
$138K +$16.3K +720 +13%
ANBT
86
American National Bank & Trust
Texas
$133K
CG
87
Cutler Group
California
$119K +$123K +5,400 New
WA
88
WFG Advisors
Texas
$92K +$1.36K +60 +1%
SIG
89
Stanford Investment Group
California
$83K +$85.1K +3,750 New
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$81K +$83.4K +3,672 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$74K +$75.5K +3,324 New
IPC
92
Independent Portfolio Consultants
Florida
$71K
RFA
93
Reilly Financial Advisors
California
$67K
JIR
94
James Investment Research
Ohio
$57K
EWM
95
Evercore Wealth Management
New York
$48K
IWA
96
IBEX Wealth Advisors
New Jersey
$37K +$36.6K +1,614 New
NFG
97
Next Financial Group
Texas
$31K +$16.9K +744 +112%
BCM
98
Blume Capital Management
California
$27K
Barclays
99
Barclays
United Kingdom
$19K +$19.8K +870 New
SFG
100
SevenBridge Financial Group
Pennsylvania
$13K