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iShares US Medical Devices ETF

632 hedge funds and large institutions have $2.96B invested in iShares US Medical Devices ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.2M

1.46% less ownership

Funds ownership: 39.33%37.87% (-1.5%)

5% less funds holding

Funds holding: 662632 (-30)

17% less capital invested

Capital invested by funds: $3.56B → $2.96B (-$595M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 257

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
632
Holders Change
-30
Holders Change %
-4.53%
% of All Funds
9.97%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.35%
New
54
Increased
183
Reduced
257
Closed
77
Calls
$11.3M
Puts
$10.2M
Net Calls
+$1.08M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
151
Bogart Wealth LLC
Virginia
$2.65M +$54.1K +908 +2%
P
152
Palladiem
Pennsylvania
$2.56M -$837K -14,046 -25%
CAM
153
Cypress Asset Management
Texas
$2.55M -$35.8K -600 -1%
PA
154
Pinnacle Associates
New York
$2.52M -$15.8K -265 -0.6%
BRG
155
Bay Rivers Group
Virginia
$2.51M +$5.66K +95 +0.2%
CWM
156
Cornerstone Wealth Management
Missouri
$2.44M -$44.1K -739 -2%
KA
157
Kovack Advisors
Florida
$2.36M +$27.4K +460 +1%
CFD
158
Creative Financial Designs
Indiana
$2.35M -$74.8K -1,255 -3%
WS
159
Wedbush Securities
California
$2.35M -$67.8K -1,137 -3%
PWS
160
Peterson Wealth Services
Utah
$2.33M +$164K +2,746 +8%
SWM
161
Spire Wealth Management
Virginia
$2.33M -$350K -5,868 -13%
CS
162
Credit Suisse
Switzerland
$2.31M -$1.14M -19,120 -34%
TCMP
163
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.27M +$824K +13,826 +59%
US Bancorp
164
US Bancorp
Minnesota
$2.25M -$2.88M -48,354 -57%
HFP
165
Holistic Financial Partners
Indiana
$2.24M -$3.24M -54,426 -60%
CWM
166
Circle Wealth Management
New Jersey
$2.22M -$294K -4,937 -12%
AIA
167
Armor Investment Advisors
North Carolina
$2.22M +$57.3K +961 +3%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$2.19M -$572K -9,598 -21%
IAN
169
Integrated Advisors Network
Texas
$2.18M +$264K +4,427 +14%
HBW
170
Hazlett, Burt & Watson
West Virginia
$2.17M +$2.13M +35,692 New
MBT
171
Montecito Bank & Trust
California
$2.16M +$20.7K +347 +1%
DWM
172
Destination Wealth Management
California
$2.15M -$9.9K -166 -0.5%
IWP
173
Icon Wealth Partners
Texas
$2.12M +$378K +6,343 +22%
PF
174
Phoenix Financial
Israel
$2.07M -$1.43M -24,000 -41%
GPA
175
Garrison Point Advisors
California
$2.03M +$7.39K +124 +0.4%