We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

582 hedge funds and large institutions have $4.92B invested in iShares US Medical Devices ETF in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 19

70% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

19% more funds holding

Funds holding: 489582 (+93)

14% more capital invested

Capital invested by funds: $4.31B → $4.92B (+$601M)

3% more ownership

Funds ownership: 316.37%319.37% (+3%)

87% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $124M

Holders
582
Holders Change
+93
Holders Change %
+19.02%
% of All Funds
10.3%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.55%
New
121
Increased
242
Reduced
142
Closed
19
Calls
$15.7M
Puts
$124M
Net Calls
-$108M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
101
Outlook Wealth Advisors
Texas
$5.88M +$937K +17,928 +20%
3F
102
360 Financial
Minnesota
$5.69M +$82.2K +1,572 +2%
SCA
103
Snowden Capital Advisors
New York
$5.6M +$942K +18,030 +21%
Citigroup
104
Citigroup
New York
$5.52M +$405K +7,746 +8%
MWM
105
Mascoma Wealth Management
New Hampshire
$5.51M +$5.28M +100,986 New
SS
106
Simplicity Solutions
Minnesota
$5.5M +$2.25M +43,080 +75%
MAP
107
Milestone Advisory Partners
North Carolina
$5.49M -$570K -10,902 -10%
SC
108
Scotia Capital
Ontario, Canada
$5.32M +$1.35M +25,758 +36%
AAS
109
Avantax Advisory Services
Texas
$5.25M -$2.24M -42,840 -31%
LCM
110
Lucas Capital Management
New Jersey
$5.17M -$257K -4,914 -5%
NAMP
111
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.11M +$11K +210 +0.2%
SW
112
SteelPeak Wealth
California
$5.09M -$18.8K -360 -0.4%
SFPG
113
Stonebridge Financial Planning Group
Florida
$5.09M +$411K +7,860 +9%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$5M +$4.79M +91,686 New
CAM
115
Concorde Asset Management
Michigan
$4.91M +$1.06M +20,256 +29%
CCA
116
Cadent Capital Advisors
Oklahoma
$4.88M +$4.68M +89,448 New
OFG
117
OmniStar Financial Group
North Carolina
$4.82M +$272K +5,208 +6%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$4.82M -$50.8K -972 -1%
SHIM
119
Stone House Investment Management
Pennsylvania
$4.77M +$63K +1,206 +1%
CAN
120
Cetera Advisor Networks
California
$4.76M +$387K +7,398 +9%
BRC
121
BHF RG Capital
Arizona
$4.75M +$5.96K +114 +0.1%
BCM
122
Brookstone Capital Management
Illinois
$4.74M -$2.47M -47,220 -35%
EL
123
EQ LLC
Washington
$4.7M +$4.5M +86,076 New
MIH
124
Meitav Investment House
Israel
$4.67M -$30.2M -577,818 -87%
AIC
125
Ayalon Insurance Company
Israel
$4.64M