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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
PWW
151
Pettyjohn Wood & White
Virginia
$563K +$11.4K +300 +2%
GTAM
152
Global Trust Asset Management
Florida
$560K -$182K -4,818 -26%
WP
153
WealthSource Partners
California
$550K +$283K +7,464 +120%
OAJ
154
Ogorek Anthony Joseph
New York
$546K +$9.77K +258 +2%
CFA
155
Carroll Financial Associates
North Carolina
$546K +$326K +8,622 +173%
BCM
156
Breiter Capital Management
Florida
$533K +$503K +13,296 New
FWSM
157
First Wilshire Securities Management
California
$530K
SPI
158
Santori & Peters Inc
Pennsylvania
$530K +$246K +6,510 +97%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$499K -$1.48M -39,192 -76%
FUBT
160
First United Bank & Trust
Maryland
$496K +$227 +6 +0%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$496K +$60K +1,584 +15%
PAM
162
PVG Asset Management
Colorado
$495K +$468K +12,360 New
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$488K -$43.8K -1,158 -9%
KWM
164
Kingsview Wealth Management
Oregon
$477K -$174K -4,590 -28%
JIP
165
Jaffetilchin Investment Partners
Florida
$469K -$1.31M -34,596 -75%
TC
166
TownSquare Capital
Utah
$464K +$9.54K +252 +2%
SMFS
167
Squar Milner Financial Services
California
$450K
NFC
168
Northeast Financial Consultants
Connecticut
$440K +$173K +4,584 +72%
Creative Planning
169
Creative Planning
Kansas
$436K -$15.4K -408 -4%
AFG
170
Arkansas Financial Group
Arkansas
$436K +$412K +10,890 New
COI
171
Capital One Investing
Virginia
$418K +$11.4K +300 +3%
MC
172
Moors & Cabot
Massachusetts
$394K +$22.7K +600 +6%
SFA
173
Sequoia Financial Advisors
Ohio
$394K +$372K +9,816 New
CFA
174
Cahill Financial Advisors
Minnesota
$383K
VAS
175
Vestmark Advisory Solutions
Massachusetts
$381K -$15K -396 -4%