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iShares US Medical Devices ETF

274 hedge funds and large institutions have $1.76B invested in iShares US Medical Devices ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

41% more capital invested

Capital invested by funds: $1.25B → $1.76B (+$508M)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

18.4% more ownership

Funds ownership: 281.15%299.55% (+18%)

18% more funds holding

Funds holding: 233274 (+41)

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

47% less call options, than puts

Call options by funds: $7.8M | Put options by funds: $14.7M

Holders
274
Holders Change
+41
Holders Change %
+17.6%
% of All Funds
5.93%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
65
Increased
87
Reduced
76
Closed
21
Calls
$7.8M
Puts
$14.7M
Net Calls
-$6.86M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$436K +$15.2K +420 +4%
SMFS
152
Squar Milner Financial Services
California
$432K
TC
153
TownSquare Capital
Utah
$431K -$1.74K -48 -0.4%
AIC
154
Ameritas Investment Company
Nebraska
$430K +$405K +11,148 New
JMPWA
155
JP Morgan Private Wealth Advisors
California
$416K -$25.7K -708 -6%
COI
156
Capital One Investing
Virginia
$390K +$367K +10,110 New
VAS
157
Vestmark Advisory Solutions
Massachusetts
$381K +$359K +9,882 New
KIA
158
KCM Investment Advisors
California
$374K -$25.1K -690 -7%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$374K -$3.27K -90 -0.9%
CFA
160
Cahill Financial Advisors
Minnesota
$369K +$1.74K +48 +0.5%
PFA
161
Pettinga Financial Advisors
Indiana
$365K -$21.8K -600 -6%
MC
162
Moors & Cabot
Massachusetts
$356K +$5.45K +150 +2%
OAM
163
Oppenheimer Asset Management
New York
$352K +$331K +9,114 New
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$347K +$327K +9,000 New
SEI Investments
165
SEI Investments
Pennsylvania
$347K +$327K +9,000 New
ACM
166
Avalon Capital Management
California
$345K +$325K +8,952 New
TC
167
Telemus Capital
Michigan
$339K
RIA
168
Regal Investment Advisors
Michigan
$337K -$29.4K -810 -9%
W
169
WealthOne
New York
$330K -$521K -14,346 -63%
AWA
170
Acorn Wealth Advisors
Michigan
$329K -$4.14K -114 -1%
Brown Advisory
171
Brown Advisory
Maryland
$324K
RWMH
172
Riverpoint Wealth Management Holdings
Illinois
$324K
SS
173
Simplicity Solutions
Minnesota
$320K +$301K +8,298 New
ZIM
174
Zacks Investment Management
Illinois
$313K +$295K +8,112 New
M&T Bank
175
M&T Bank
New York
$310K -$21.1K -582 -7%