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iShares US Medical Devices ETF

554 hedge funds and large institutions have $2.03B invested in iShares US Medical Devices ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 543554 (+11)

0.06% more ownership

Funds ownership: 41.75%41.81% (+0.06%)

5% less capital invested

Capital invested by funds: $2.14B → $2.03B (-$112M)

44% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 227

74% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $67.7M

Holders
554
Holders Change
+11
Holders Change %
+2.03%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
57
Increased
126
Reduced
227
Closed
42
Calls
$17.4M
Puts
$67.7M
Net Calls
-$50.3M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
76
Riggs Asset Management
Pennsylvania
$4.24M -$310K -5,434 -7%
TCA
77
Transcend Capital Advisors
New Jersey
$4.23M -$78.3K -1,371 -2%
LA
78
LM Advisors
California
$4.21M -$798K -13,972 -16%
SFG
79
Snider Financial Group
Washington
$4.2M +$4.11K +72 +0.1%
LHWM
80
Lake Hills Wealth Management
Texas
$4.19M -$200K -3,494 -5%
MFA
81
Millington Financial Advisors
Illinois
$3.94M +$552K +9,664 +17%
COCM
82
Charter Oak Capital Management
New Hampshire
$3.94M -$174K -3,053 -4%
PAG
83
Private Advisor Group
New Jersey
$3.92M +$344K +6,022 +10%
NAMP
84
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.76M -$29.1K -510 -0.8%
AF
85
Apollon Financial
South Carolina
$3.54M -$262K -4,595 -7%
AWS
86
Atria Wealth Solutions
New York
$3.54M -$74.5K -1,305 -2%
CFD
87
Creative Financial Designs
Indiana
$3.43M -$264K -4,624 -7%
Capital Fund Management (CFM)
88
Capital Fund Management (CFM)
France
$3.36M +$902K +15,800 +39%
CA
89
Continuum Advisory
Idaho
$3.31M -$685 -12 -0%
GWM
90
Geneos Wealth Management
Colorado
$3.29M
MD
91
Money Design
Japan
$3.28M -$550K -9,625 -15%
D
92
Diversified
Delaware
$3.16M -$140K -2,444 -4%
DE
93
Diversified Enterprises
Delaware
$3.16M +$3.04M +53,295 New
SG
94
Somerset Group
Minnesota
$3.12M -$116K -2,025 -4%
FWS
95
FinDec Wealth Services
California
$3.02M -$4.91K -86 -0.2%
MC
96
Mathes Company
New York
$3M
Cerity Partners
97
Cerity Partners
New York
$2.98M -$65K -1,139 -2%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$2.98M +$323K +5,659 +13%
PWMG
99
Prestige Wealth Management Group
New Jersey
$2.96M -$41.7K -731 -1%
MAS
100
Madden Advisory Services
Florida
$2.89M -$239K -4,190 -8%