We are live on ! Find out more
IHI icon

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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$4.38M -$17K -304 -0.4%
RAM
77
Riggs Asset Management
Pennsylvania
$4.31M -$1.77M -31,610 -29%
AWM
78
Axxcess Wealth Management
California
$4.23M -$542K -9,675 -11%
CAAS
79
Capital Asset Advisory Services
Michigan
$4.21M +$234K +4,173 +6%
LHWM
80
Lake Hills Wealth Management
Texas
$4.16M +$4.15M +74,225 New
LJAC
81
L.J. Altfest & Co
New York
$4.11M -$305K -5,441 -7%
TCA
82
Transcend Capital Advisors
New Jersey
$4.08M +$14.9K +267 +0.4%
MAC
83
Mason & Associates (California)
California
$4.03M -$33.8K -604 -0.8%
SFG
84
Snider Financial Group
Washington
$3.97M +$38.2K +683 +1%
COCM
85
Charter Oak Capital Management
New Hampshire
$3.9M -$428K -7,654 -10%
MD
86
Money Design
Japan
$3.64M -$544K -9,711 -13%
AF
87
Apollon Financial
South Carolina
$3.6M -$384K -6,859 -10%
NAMP
88
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.59M -$222K -3,970 -6%
DAS
89
Dynamic Advisor Solutions
Arizona
$3.54M -$1.36M -24,378 -28%
CFD
90
Creative Financial Designs
Indiana
$3.5M +$82.7K +1,478 +2%
AWS
91
Atria Wealth Solutions
New York
$3.42M -$1.33M -23,709 -28%
PAG
92
Private Advisor Group
New Jersey
$3.38M -$296K -5,286 -8%
MFA
93
Millington Financial Advisors
Illinois
$3.19M +$2.74M +48,995 +618%
AAS
94
Ameritas Advisory Services
Nebraska
$3.19M +$19.7K +352 +0.6%
D
95
Diversified
Delaware
$3.12M -$78.6K -1,405 -2%
CA
96
Continuum Advisory
Idaho
$3.12M +$10.8K +193 +0.3%
GWM
97
Geneos Wealth Management
Colorado
$3.11M +$406K +7,248 +15%
SG
98
Somerset Group
Minnesota
$3.06M +$31.1K +556 +1%
VWM
99
Valley Wealth Managers
New Jersey
$2.98M -$259K -4,619 -8%
MAS
100
Madden Advisory Services
Florida
$2.97M -$19.1K -341 -0.6%