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iShares US Medical Devices ETF

296 hedge funds and large institutions have $1.83B invested in iShares US Medical Devices ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 274296 (+22)

4% more capital invested

Capital invested by funds: $1.76B → $1.83B (+$76.4M)

10.25% less ownership

Funds ownership: 299.55%289.3% (-10%)

86% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $77.1M

Holders
296
Holders Change
+22
Holders Change %
+8.03%
% of All Funds
6.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
58
Increased
100
Reduced
85
Closed
31
Calls
$10.5M
Puts
$77.1M
Net Calls
-$66.7M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
126
Montecito Bank & Trust
California
$870K -$500K -13,200 -38%
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$870K +$285K +7,536 +53%
CA
128
Cetera Advisors
Colorado
$867K +$208K +5,502 +34%
WA
129
WESPAC Advisors
California
$865K +$816K +21,564 New
NFG
130
Next Financial Group
Texas
$861K +$329K +8,700 +68%
TSWM
131
Triangle Securities Wealth Management
North Carolina
$853K -$10.2K -270 -1%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$825K +$34.7K +918 +5%
KA
133
Kovack Advisors
Florida
$801K -$22K -582 -3%
SG
134
StoneX Group
New York
$798K +$103K +2,718 +16%
P
135
&Partners
Tennessee
$774K
MWM
136
Mascoma Wealth Management
New Hampshire
$772K -$36.1K -954 -5%
WAM
137
Wakefield Asset Management
Colorado
$768K +$725K +19,152 New
CB
138
Commerce Bank
Missouri
$744K -$7.95K -210 -1%
TJHA
139
Thomas J. Herzfeld Advisors
Florida
$740K +$698K +18,450 New
SMC
140
Smith, Moore & Co
Missouri
$726K +$78.1K +2,064 +13%
WDL
141
Well Done LLC
Michigan
$715K +$49.7K +1,314 +8%
AWM
142
AE Wealth Management
Kansas
$693K +$357K +9,420 +120%
ST
143
Spinnaker Trust
Maine
$676K -$25.7K -678 -4%
PAG
144
Private Advisory Group
Washington
$668K +$630K +16,650 New
APA
145
American Portfolios Advisors
New York
$647K +$75.4K +1,992 +14%
GWM
146
Geneos Wealth Management
Colorado
$638K -$33.8K -894 -5%
JG
147
Jefferies Group
New York
$638K +$602K +15,900 New
CPC
148
Cookson Peirce & Co
Pennsylvania
$628K +$593K +15,660 New
SIC
149
Salem Investment Counselors
North Carolina
$616K +$581K +15,360 New
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$591K -$274K -7,242 -33%