We are live on ! Find out more
IHI icon

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
JIR
101
James Investment Research
Ohio
$62K +$60.7K +2,550 New
EWM
102
Evercore Wealth Management
New York
$53K
ACM
103
Argentus Capital Management
Texas
$53K +$22.7K +954 +78%
FNBT
104
FineMark National Bank & Trust
Florida
$36K +$35.7K +1,500 New
BCM
105
Blume Capital Management
California
$29K -$50K -2,100 -64%
NFG
106
Next Financial Group
Texas
$16K +$15.8K +666 New
JFA
107
JNBA Financial Advisors
Minnesota
$15K +$14.3K +600 New
Mariner
108
Mariner
Kansas
$15K +$14.3K +600 New
S
109
SignatureFD
Georgia
$15K +$14.3K +600 New
SFG
110
SevenBridge Financial Group
Pennsylvania
$13K
CAM
111
Caprin Asset Management
Virginia
$13K +$12.7K +534 New
RPG
112
Risk Paradigm Group
Texas
$12.4K +$12.1K +510 New
SSB
113
Sandy Spring Bank
Maryland
$10K
AWM
114
AllSquare Wealth Management
New York
$8K
WP
115
WealthPLAN Partners
Nebraska
$5.91K -$5.85K -246 -50%
ATC
116
Adirondack Trust Company
New York
$4K
CCS
117
Crosspoint Capital Strategies
California
$2K
TFA
118
Transamerica Financial Advisors
Florida
$1K +$143 +6 New
AssetMark Inc
119
AssetMark Inc
California
$1K +$999 +42 New
WDL
120
Well Done LLC
Michigan
$491 +$37.7K +1,584 +8%
HI
121
Horizon Investments
North Carolina
-$45M -1,991,658 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$4.35M -192,390 Closed
TRCT
123
Tower Research Capital (TRC)
New York
-$3.96M -175,488 Closed
FFS
124
Founders Financial Securities
Maryland
-$3.88M -171,504 Closed
ACM
125
Avalon Capital Management
California
-$1.81M -80,250 Closed