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iShares US Medical Devices ETF

154 hedge funds and large institutions have $701M invested in iShares US Medical Devices ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.46% more ownership

Funds ownership: 307.62%309.08% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 56

4% less funds holding

Funds holding: 160154 (-6)

13% less capital invested

Capital invested by funds: $809M → $701M (-$108M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

97% less call options, than puts

Call options by funds: $22K | Put options by funds: $773K

Holders
154
Holders Change
-6
Holders Change %
-3.75%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
16
Increased
58
Reduced
56
Closed
20
Calls
$22K
Puts
$773K
Net Calls
-$751K
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
101
First Wilshire Securities Management
California
$367K +$141K +5,100 +63%
AI
102
Atria Investments
North Carolina
$350K -$1.52M -54,834 -81%
OAJ
103
Ogorek Anthony Joseph
New York
$349K +$9.96K +360 +3%
VFA
104
Voya Financial Advisors
Connecticut
$327K +$110K +3,978 +50%
BCM
105
Brookstone Capital Management
Illinois
$326K -$7.07M -255,516 -96%
PWW
106
Pettyjohn Wood & White
Virginia
$323K +$16.6K +600 +5%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$319K -$65.4K -2,364 -17%
KIA
108
KCM Investment Advisors
California
$287K -$37.3K -1,350 -12%
WA
109
WP Advisors
California
$284K
SMC
110
Smith, Moore & Co
Missouri
$267K +$38.7K +1,398 +17%
OIA
111
OneDigital Investment Advisors
Kansas
$255K +$162K +5,868 +178%
SPC
112
Sigma Planning Corp
Michigan
$253K -$7.8K -282 -3%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$253K +$251K +9,090 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$246K -$9.21M -333,054 -97%
CFA
115
Cahill Financial Advisors
Minnesota
$238K -$86.3K -3,120 -27%
MSAM
116
Moloney Securities Asset Management
Missouri
$237K
RWMH
117
Riverpoint Wealth Management Holdings
Illinois
$236K
M&T Bank
118
M&T Bank
New York
$234K -$4.98K -180 -2%
WAS
119
WESPAC Advisors SoCal
California
$225K
FHA
120
Flagship Harbor Advisors
Massachusetts
$221K +$219K +7,920 New
GLA
121
Good Life Advisors
Pennsylvania
$206K -$14.9K -540 -7%
LNWWM
122
Laird Norton Wetherby Wealth Management
California
$205K +$203K +7,350 New
ANBT
123
American National Bank & Trust
Texas
$167K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$148K +$45.3K +1,638 +45%
BF
125
BOK Financial
Oklahoma
$147K +$146K +5,280 New