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iShares US Medical Devices ETF

313 hedge funds and large institutions have $2B invested in iShares US Medical Devices ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 80

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $6.98M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$164M)

6% more funds holding

Funds holding: 296313 (+17)

8.33% less ownership

Funds ownership: 289.3%280.97% (-8.3%)

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
54
Increased
122
Reduced
80
Closed
36
Calls
$9.16M
Puts
$6.98M
Net Calls
+$2.18M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$1.59M -$55.8K -1,362 -3%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$1.57M
BFA
103
Beaumont Financial Advisors
Massachusetts
$1.56M +$1.55M +37,806 New
OCM
104
Orleans Capital Management
Louisiana
$1.54M +$1.54M +37,500 New
BTS
105
BB&T Securities
Virginia
$1.53M -$26K -636 -2%
Nomura Asset Management
106
Nomura Asset Management
Japan
$1.51M +$1.5M +36,600 New
AIA
107
Armor Investment Advisors
North Carolina
$1.48M +$78.8K +1,926 +6%
GPA
108
Garrison Point Advisors
California
$1.47M +$7.37K +180 +0.5%
1NWS
109
1 North Wealth Services
Maryland
$1.47M +$1.46M +35,652 New
LNC
110
Lincoln National Corp
Pennsylvania
$1.47M +$1.23M +29,952 +532%
SPIA
111
Steward Partners Investment Advisory
New York
$1.43M +$385K +9,414 +37%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$1.38M +$25.1K +612 +2%
SS
113
Sunbelt Securities
Texas
$1.37M +$293K +7,152 +28%
SC
114
Scotia Capital
Ontario, Canada
$1.32M +$12.3K +300 +0.9%
SFS
115
Sowell Financial Services
Arkansas
$1.24M +$1.23M +30,126 New
AWM
116
AE Wealth Management
Kansas
$1.23M +$514K +12,564 +73%
CA
117
Cetera Advisors
Colorado
$1.21M +$317K +7,752 +36%
JPLA
118
Joseph P. Lucia & Associates
New York
$1.2M -$21.6K -528 -2%
TW
119
Transform Wealth
Colorado
$1.17M +$1.16M +28,416 New
US Bancorp
120
US Bancorp
Minnesota
$1.17M +$960K +23,454 +479%
MAFM
121
Mid Atlantic Financial Management
Pennsylvania
$1.13M +$238K +5,820 +27%
EWA
122
EP Wealth Advisors
California
$1.11M -$188K -4,596 -15%
PCM
123
Penserra Capital Management
California
$1.09M +$1.09M +26,520 New
GWM
124
Geneos Wealth Management
Colorado
$1.09M +$446K +10,890 +68%
RFC
125
Regions Financial Corp
Alabama
$1.08M -$36.4K -888 -3%