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iShares US Medical Devices ETF

140 hedge funds and large institutions have $500M invested in iShares US Medical Devices ETF in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

28% more funds holding

Funds holding: 109140 (+31)

1% more capital invested

Capital invested by funds: $495M → $500M (+$5.05M)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

28.58% less ownership

Funds ownership: 311.76%283.18% (-29%)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $212K

Holders
140
Holders Change
+31
Holders Change %
+28.44%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.17%
New
44
Increased
38
Reduced
40
Closed
11
Calls
$1K
Puts
$212K
Net Calls
-$211K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$221K +$212K +8,760 New
CFA
102
Cahill Financial Advisors
Minnesota
$220K +$211K +8,694 New
FA
103
FDx Advisors
Illinois
$220K +$212K +8,736 New
M&T Bank
104
M&T Bank
New York
$217K +$208K +8,580 New
WB
105
WesBanco Bank
West Virginia
$215K +$207K +8,526 New
SWP
106
Stratos Wealth Partners
Ohio
$214K +$206K +8,478 New
RWMH
107
Riverpoint Wealth Management Holdings
Illinois
$210K +$204K +8,400 New
FWSM
108
First Wilshire Securities Management
California
$204K +$196K +8,100 New
ANBT
109
American National Bank & Trust
Texas
$151K
Creative Planning
110
Creative Planning
Kansas
$141K -$16.1K -666 -11%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$93K
RFA
112
Reilly Financial Advisors
California
$76K
JIR
113
James Investment Research
Ohio
$64K
Barclays
114
Barclays
United Kingdom
$56K +$33.5K +1,380 +159%
EWM
115
Evercore Wealth Management
New York
$55K
IPC
116
Independent Portfolio Consultants
Florida
$52K -$27.6K -1,140 -36%
BBHC
117
Brown Brothers Harriman & Co
New York
$39K +$37.5K +1,548 New
WA
118
WFG Advisors
Texas
$37K -$65.8K -2,712 -65%
BCM
119
Blume Capital Management
California
$30K
UWPG
120
Ullmann Wealth Partners Group
Florida
$30K +$29.7K +1,224 New
MAS
121
Madden Advisory Services
Florida
$18K +$18.2K +750 New
FCMT
122
Founders Capital Management (Texas)
Texas
$15K +$14.5K +600 New
SFG
123
SevenBridge Financial Group
Pennsylvania
$14K
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$8.88K +366 +203%
SSB
125
Sandy Spring Bank
Maryland
$11K