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iShares US Medical Devices ETF

581 hedge funds and large institutions have $2.33B invested in iShares US Medical Devices ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 229 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $21.7M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 574581 (+7)

1% less capital invested

Capital invested by funds: $2.36B → $2.33B (-$31.9M)

3.39% less ownership

Funds ownership: 43.91%40.52% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 229

Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
67
Increased
163
Reduced
229
Closed
49
Calls
$45.7M
Puts
$21.7M
Net Calls
+$24M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Valley Wealth Managers
New Jersey
$3.38M +$7.17K +127 +0.2%
D
102
Diversified
Delaware
$3.35M -$62.3K -1,103 -2%
AAS
103
Ameritas Advisory Services
Nebraska
$3.23M +$1.02M +18,124 +47%
SG
104
Somerset Group
Minnesota
$3.17M -$630K -11,149 -17%
CIC
105
Concord Investment Counsel
California
$3.13M +$3.02M +53,493 New
MAS
106
Madden Advisory Services
Florida
$3.12M -$156K -2,764 -5%
CA
107
Continuum Advisory
Idaho
$3.1M -$511K -9,042 -14%
PWMG
108
Prestige Wealth Management Group
New Jersey
$3.08M +$32.6K +577 +1%
KPWS
109
Kestra Private Wealth Services
Texas
$3.02M -$30.4K -538 -1%
Prudential Financial
110
Prudential Financial
New Jersey
$2.98M -$446K -7,895 -13%
MC
111
Mathes Company
New York
$2.97M
Cerity Partners
112
Cerity Partners
New York
$2.94M +$143K +2,529 +5%
CA
113
Cetera Advisors
Colorado
$2.91M +$1.2M +21,221 +75%
OCM
114
Orleans Capital Management
Louisiana
$2.83M +$39.3K +695 +1%
GWM
115
Geneos Wealth Management
Colorado
$2.83M -$412K -7,290 -13%
AF
116
Allworth Financial
California
$2.82M -$314K -5,558 -10%
VAG
117
VisionPoint Advisory Group
Texas
$2.81M -$232K -4,103 -8%
PF
118
Phoenix Financial
Israel
$2.7M +$2.6M +46,054 New
KWM
119
Koa Wealth Management
California
$2.67M +$99.1K +1,754 +4%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$2.63M -$6.78K -120 -0.3%
SFPG
121
Stonebridge Financial Planning Group
Florida
$2.59M -$849K -15,037 -25%
SFA
122
Sequoia Financial Advisors
Ohio
$2.54M -$70.2K -1,243 -3%
GAA
123
Global Assets Advisory
Florida
$2.51M +$7.54M +133,533 +1,148%
SC
124
Scotia Capital
Ontario, Canada
$2.49M -$148K -2,614 -6%
SWP
125
Stratos Wealth Partners
Ohio
$2.46M +$478K +8,467 +25%