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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
PFA
176
Pettinga Financial Advisors
Indiana
$379K
LRIA
177
Leonard Rickey Investment Advisors
Washington
$368K -$20.4K -540 -6%
FGAM
178
Financial Gravity Asset Management
Texas
$364K +$343K +9,066 New
OAM
179
Oppenheimer Asset Management
New York
$361K -$4.32K -114 -1%
SEI Investments
180
SEI Investments
Pennsylvania
$361K
KIA
181
KCM Investment Advisors
California
$359K -$28.8K -762 -8%
RSWM
182
Robertson Stephens Wealth Management
California
$358K +$338K +8,922 New
GLA
183
Good Life Advisors
Pennsylvania
$354K +$67K +1,770 +25%
WA
184
WP Advisors
California
$350K +$454 +12 +0.1%
GRP
185
Global Retirement Partners
California
$347K +$261K +6,888 +393%
Brown Advisory
186
Brown Advisory
Maryland
$337K
RWMH
187
Riverpoint Wealth Management Holdings
Illinois
$337K
RIA
188
Regal Investment Advisors
Michigan
$336K -$13.2K -348 -4%
AWA
189
Acorn Wealth Advisors
Michigan
$328K -$27.3K -720 -8%
LFAS
190
Level Four Advisory Services
Texas
$326K +$5.68K +150 +2%
WAS
191
WESPAC Advisors SoCal
California
$323K +$15.9K +420 +5%
M&T Bank
192
M&T Bank
New York
$321K
PSF
193
Pacific Sun Financial
California
$318K +$300K +7,920 New
Prudential Financial
194
Prudential Financial
New Jersey
$313K +$88.6K +2,340 +43%
FHC
195
First Heartland Consultants
Missouri
$311K +$25.9K +684 +10%
RJT
196
Raymond James Trust
Florida
$304K +$9.08K +240 +3%
HIS
197
Harvest Investment Services
Illinois
$304K +$25K +660 +10%
LNWWM
198
Laird Norton Wetherby Wealth Management
California
$295K
AI
199
Atria Investments
North Carolina
$295K +$63.1K +1,668 +30%
SS
200
Simplicity Solutions
Minnesota
$292K -$38.4K -1,014 -12%