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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
WA
151
WP Advisors
California
$1.4M -$31.1K -524 -2%
MBT
152
Montecito Bank & Trust
California
$1.38M
SMFG
153
Sumitomo Mitsui Financial Group
Japan
$1.38M -$1.78K -30 -0.1%
VPW
154
Variant Private Wealth
Virginia
$1.33M +$1.35M +22,795 New
SPIA
155
Steward Partners Investment Advisory
New York
$1.32M -$61.6K -1,036 -4%
BKA
156
Brick & Kyle Associates
Pennsylvania
$1.31M -$6.15M -103,545 -82%
PSF
157
Pacific Sun Financial
California
$1.3M -$12.4K -208 -0.9%
AWMT
158
AAFMAA Wealth Management & Trust
North Carolina
$1.28M +$29.2K +492 +2%
PCFFS
159
Pacific Center for Financial Services
California
$1.26M +$2.38K +40 +0.2%
SMC
160
Smith, Moore & Co
Missouri
$1.25M +$2.2K +37 +0.2%
PA
161
Parallel Advisors
California
$1.25M -$73.2K -1,232 -5%
SCA
162
Snowden Capital Advisors
New York
$1.24M +$62.5K +1,052 +5%
JIP
163
Jaffetilchin Investment Partners
Florida
$1.24M -$27.3K -460 -2%
CAM
164
Cypress Asset Management
Texas
$1.19M -$149K -2,515 -11%
RSWM
165
Robertson Stephens Wealth Management
California
$1.16M +$76.3K +1,284 +7%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.14M -$32.4K -546 -3%
BCI
167
Brinker Capital Investments
Pennsylvania
$1.14M +$29.5K +496 +3%
OPS
168
Orion Portfolio Solutions
Nebraska
$1.14M +$29.5K +496 +3%
MIC
169
Meridian Investment Counsel
California
$1.13M +$903K +15,188 +357%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.13M -$23.6K -397 -2%
SPC
171
Sigma Planning Corp
Michigan
$1.11M -$72.5K -1,220 -6%
GT
172
Glenview Trust
Kentucky
$1.1M +$59.4K +1,000 +6%
SWA
173
Stratos Wealth Advisors
Ohio
$1.1M -$52.7K -886 -4%
PFP
174
Paragon Financial Partners
California
$1.09M +$98.5K +1,657 +10%
Walleye Trading
175
Walleye Trading
New York
$1.09M +$1.11M +18,598 New