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iShares US Medical Devices ETF

313 hedge funds and large institutions have $2B invested in iShares US Medical Devices ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 80

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $6.98M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

9% more capital invested

Capital invested by funds: $1.83B → $2B (+$164M)

6% more funds holding

Funds holding: 296313 (+17)

8.33% less ownership

Funds ownership: 289.3%280.97% (-8.3%)

Holders
313
Holders Change
+17
Holders Change %
+5.74%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
54
Increased
122
Reduced
80
Closed
36
Calls
$9.16M
Puts
$6.98M
Net Calls
+$2.18M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
151
Commerce Bank
Missouri
$764K
WA
152
WESPAC Advisors
California
$761K -$127K -3,108 -14%
TJHA
153
Thomas J. Herzfeld Advisors
Florida
$760K
WDL
154
Well Done LLC
Michigan
$750K +$15.7K +384 +2%
SMC
155
Smith, Moore & Co
Missouri
$746K +$491 +12 +0.1%
AF
156
Aldebaran Financial
$738K +$744K +18,180 New
MBT
157
Montecito Bank & Trust
California
$731K -$161K -3,936 -18%
APA
158
American Portfolios Advisors
New York
$709K +$44.7K +1,092 +7%
RSWM
159
Robertson Stephens Wealth Management
California
$708K +$338K +8,268 +93%
NFC
160
Northeast Financial Consultants
Connecticut
$678K +$225K +5,508 +50%
CPC
161
Cookson Peirce & Co
Pennsylvania
$638K -$7.37K -180 -1%
SIC
162
Salem Investment Counselors
North Carolina
$633K
FHA
163
Flagship Harbor Advisors
Massachusetts
$628K -$390K -9,534 -38%
SFA
164
Sequoia Financial Advisors
Ohio
$627K +$221K +5,394 +55%
OAJ
165
Ogorek Anthony Joseph
New York
$625K +$64.1K +1,566 +12%
1832 Asset Management
166
1832 Asset Management
Ontario, Canada
$603K
TC
167
TownSquare Capital
Utah
$589K +$118K +2,874 +25%
CFA
168
Carroll Financial Associates
North Carolina
$558K -$2.46K -60 -0.4%
PWW
169
Pettyjohn Wood & White
Virginia
$554K -$24.6K -600 -4%
SPI
170
Santori & Peters Inc
Pennsylvania
$551K +$6.14K +150 +1%
BCM
171
Breiter Capital Management
Florida
$548K
FWSM
172
First Wilshire Securities Management
California
$544K
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$528K +$26.5K +648 +5%
BAM
174
Belpointe Asset Management
Nevada
$528K +$288K +7,026 +122%
Creative Planning
175
Creative Planning
Kansas
$510K +$60.9K +1,488 +14%