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iShares US Medical Devices ETF

564 hedge funds and large institutions have $2.15B invested in iShares US Medical Devices ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 139 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $2.03B → $2.15B (+$121M)

2% more funds holding

Funds holding: 554564 (+10)

4.31% less ownership

Funds ownership: 41.81%37.51% (-4.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 220

57% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $44.7M

Holders
564
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
80
Increased
139
Reduced
220
Closed
55
Calls
$19.3M
Puts
$44.7M
Net Calls
-$25.4M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
101
Mason & Associates (California)
California
$2.77M -$33K -556 -1%
VAG
102
VisionPoint Advisory Group
Texas
$2.7M -$17.1K -287 -0.6%
MAS
103
Madden Advisory Services
Florida
$2.69M -$161K -2,707 -6%
WWA
104
WCG Wealth Advisors
Nevada
$2.65M +$27.3K +460 +1%
AWS
105
Atria Wealth Solutions
New York
$2.5M -$1M -16,883 -28%
SWP
106
Stratos Wealth Partners
Ohio
$2.39M -$27.3K -459 -1%
FWS
107
FinDec Wealth Services
California
$2.38M -$609K -10,250 -20%
MWM
108
Modern Wealth Management
Kansas
$2.36M +$1.52M +25,575 +173%
TAM
109
Tocqueville Asset Management
New York
$2.35M +$2.4M +40,305 New
KWM
110
Koa Wealth Management
California
$2.35M -$186K -3,127 -7%
1NWS
111
1 North Wealth Services
Maryland
$2.35M +$2.39M +40,224 New
DAS
112
Dynamic Advisor Solutions
Arizona
$2.33M -$371K -6,238 -13%
AIA
113
Armor Investment Advisors
North Carolina
$2.32M +$37.5K +631 +2%
SFA
114
Sequoia Financial Advisors
Ohio
$2.19M -$101K -1,697 -4%
CFG
115
Citizens Financial Group
Rhode Island
$2.18M +$5.05K +85 +0.2%
US Bancorp
116
US Bancorp
Minnesota
$2.13M -$120K -2,024 -5%
P
117
&Partners
Tennessee
$2.07M +$1.03M +17,248 +96%
SFPG
118
Stonebridge Financial Planning Group
Florida
$2.04M -$70.1K -1,180 -3%
GPA
119
Garrison Point Advisors
California
$1.98M +$21.4K +360 +1%
AAS
120
Ameritas Advisory Services
Nebraska
$1.97M -$483K -8,130 -19%
KPWS
121
Kestra Private Wealth Services
Texas
$1.97M +$101K +1,698 +5%
DWM
122
Destination Wealth Management
California
$1.96M -$14.5K -244 -0.7%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$1.94M -$101K -1,692 -5%
SEIA
124
Signature Estate & Investment Advisors
California
$1.83M -$116K -1,950 -6%
HBW
125
Hazlett, Burt & Watson
West Virginia
$1.8M -$19.1K -321 -1%