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iShares US Medical Devices ETF

543 hedge funds and large institutions have $2.14B invested in iShares US Medical Devices ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 229 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $12.9M

1.23% more ownership

Funds ownership: 40.52%41.75% (+1.2%)

7% less funds holding

Funds holding: 581543 (-38)

8% less capital invested

Capital invested by funds: $2.33B → $2.14B (-$186M)

37% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 83

44% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 229

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
543
Holders Change
-38
Holders Change %
-6.54%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
52
Increased
128
Reduced
229
Closed
83
Calls
$20.2M
Puts
$12.9M
Net Calls
+$7.31M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
BCK Capital Management
Connecticut
$2.94M +$2.94M +52,500 New
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.94M +$2.26M +40,333 +334%
Cerity Partners
103
Cerity Partners
New York
$2.89M -$73.9K -1,321 -3%
FWS
104
FinDec Wealth Services
California
$2.87M -$2.94M -52,440 -51%
PWMG
105
Prestige Wealth Management Group
New Jersey
$2.84M -$103K -1,833 -3%
MC
106
Mathes Company
New York
$2.84M
BHB
107
Bank Hapoalim BM
Israel
$2.74M -$12.9M -229,934 -82%
OCM
108
Orleans Capital Management
Louisiana
$2.69M -$24.1K -430 -0.9%
VAG
109
VisionPoint Advisory Group
Texas
$2.67M -$9.35K -167 -0.3%
AF
110
Allworth Financial
California
$2.61M -$113K -2,014 -4%
KPWS
111
Kestra Private Wealth Services
Texas
$2.6M -$289K -5,157 -10%
SIM
112
Seaview Investment Managers
Florida
$2.51M -$1.12M -19,965 -31%
WWA
113
WCG Wealth Advisors
Nevada
$2.51M +$155K +2,776 +7%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$2.5M -$12.1K -216 -0.5%
KWM
115
Koa Wealth Management
California
$2.5M -$54.4K -971 -2%
AAS
116
Avantax Advisory Services
Texas
$2.49M -$1.35M -24,109 -35%
Prudential Financial
117
Prudential Financial
New Jersey
$2.45M -$402K -7,179 -14%
GWM
118
Gray Wealth Management
Maine
$2.38M +$98.9K +1,767 +4%
JWCA
119
J.W. Cole Advisors
Florida
$2.37M +$76.6K +1,368 +3%
SWP
120
Stratos Wealth Partners
Ohio
$2.37M +$16.3K +291 +0.7%
SFA
121
Sequoia Financial Advisors
Ohio
$2.36M -$67.8K -1,211 -3%
SFPG
122
Stonebridge Financial Planning Group
Florida
$2.31M -$167K -2,981 -7%
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$2.3M +$2.3M +41,000 New
CAM
124
Cypress Asset Management
Texas
$2.29M
GS
125
GTS Securities
New York
$2.21M +$946K +16,901 +75%