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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
BHB
126
Bank Hapoalim BM
Israel
$1.78M -$485K -8,165 -21%
EFH
127
Eaton Financial Holdings
Florida
$1.73M -$308K -5,181 -15%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$1.72M +$57.4K +966 +3%
NL
129
NWAM LLC
Washington
$1.71M +$992K +16,688 +132%
IFWM
130
Institute for Wealth Management
Colorado
$1.71M -$16.5K -278 -0.9%
LOPW
131
Live Oak Private Wealth
North Carolina
$1.7M +$204K +3,440 +13%
EFS
132
Econ Financial Services
Pennsylvania
$1.69M +$261K +4,400 +18%
Creative Planning
133
Creative Planning
Kansas
$1.68M +$502K +8,439 +41%
AAS
134
Avantax Advisory Services
Texas
$1.68M -$167K -2,802 -9%
AWM
135
Apollon Wealth Management
South Carolina
$1.66M +$1.26M +21,250 +295%
PI
136
PFG Investments
New York
$1.65M -$10.2K -172 -0.6%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$1.64M -$51.6K -869 -3%
PA
138
Pinnacle Associates
New York
$1.64M -$181K -3,040 -10%
MMA
139
Miracle Mile Advisors
California
$1.63M -$431K -7,258 -21%
IWM
140
IHT Wealth Management
Illinois
$1.62M -$253K -4,250 -13%
IAN
141
Integrated Advisors Network
Texas
$1.58M +$62.8K +1,056 +4%
WA
142
Waverly Advisors
Alabama
$1.56M +$40.7K +685 +3%
BEI
143
Benjamin Edwards Inc
Missouri
$1.54M -$10.7K -180 -0.7%
MF
144
Montis Financial
Massachusetts
$1.52M +$1.55M +26,082 New
MOS
145
MGO One Seven
Ohio
$1.49M -$29.2K -492 -2%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$454K +7,635 +44%
VWM
147
Valley Wealth Managers
New Jersey
$1.45M +$9.51K +160 +0.6%
TA
148
TPG Advisors
Illinois
$1.44M -$23.6K -397 -2%
TL
149
Tradewinds LLC
North Carolina
$1.43M +$1.35M +22,667 New
RFC
150
Regions Financial Corp
Alabama
$1.41M -$5.05K -85 -0.3%