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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
GLA
176
Good Life Advisors
Pennsylvania
$498K +$137K +3,336 +38%
JMPWA
177
JP Morgan Private Wealth Advisors
California
$497K -$12.3K -300 -2%
NP
178
NorthRock Partners
Minnesota
$495K +$492K +12,012 New
FWM
179
Frontier Wealth Management
Missouri
$494K +$491K +12,000 New
MC
180
Moors & Cabot
Massachusetts
$489K +$83K +2,028 +21%
JIP
181
Jaffetilchin Investment Partners
Florida
$455K -$27.5K -672 -6%
AAS
182
Avantax Advisory Services
Texas
$453K +$450K +10,992 New
FUBT
183
First United Bank & Trust
Maryland
$447K -$62.1K -1,518 -12%
COI
184
Capital One Investing
Virginia
$440K +$12.3K +300 +3%
GRP
185
Global Retirement Partners
California
$440K +$83.3K +2,034 +24%
MSAM
186
Moloney Securities Asset Management
Missouri
$394K -$836K -20,424 -68%
CFA
187
Cahill Financial Advisors
Minnesota
$394K
RIA
188
Regal Investment Advisors
Michigan
$390K +$44.7K +1,092 +13%
PFA
189
Pettinga Financial Advisors
Indiana
$389K
WAS
190
WESPAC Advisors SoCal
California
$381K +$47.9K +1,170 +14%
OAM
191
Oppenheimer Asset Management
New York
$379K +$8.11K +198 +2%
SEI Investments
192
SEI Investments
Pennsylvania
$371K
KIA
193
KCM Investment Advisors
California
$368K
WA
194
WP Advisors
California
$357K -$1.97K -48 -0.6%
LRIA
195
Leonard Rickey Investment Advisors
Washington
$351K -$26.8K -654 -7%
Brown Advisory
196
Brown Advisory
Maryland
$346K
RWMH
197
Riverpoint Wealth Management Holdings
Illinois
$346K
SS
198
Simplicity Solutions
Minnesota
$338K +$37.1K +906 +12%
PSF
199
Pacific Sun Financial
California
$335K +$8.6K +210 +3%
LFAS
200
Level Four Advisory Services
Texas
$334K