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iShares US Medical Devices ETF

582 hedge funds and large institutions have $4.92B invested in iShares US Medical Devices ETF in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 19

70% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 2631 (+5)

19% more funds holding

Funds holding: 489582 (+93)

14% more capital invested

Capital invested by funds: $4.31B → $4.92B (+$601M)

3% more ownership

Funds ownership: 316.37%319.37% (+3%)

87% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $124M

Holders
582
Holders Change
+93
Holders Change %
+19.02%
% of All Funds
10.3%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.55%
New
121
Increased
242
Reduced
142
Closed
19
Calls
$15.7M
Puts
$124M
Net Calls
-$108M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
176
Horst & Graben Wealth Management
Oregon
$2.93M +$481K +9,198 +21%
OCM
177
Orleans Capital Management
Louisiana
$2.9M +$146K +2,790 +6%
SIAG
178
Safeguard Investment Advisory Group
California
$2.82M +$2.7M +51,708 New
CCFM
179
Clear Creek Financial Management
Washington
$2.81M +$2.69M +51,450 New
JMPWA
180
JP Morgan Private Wealth Advisors
California
$2.77M +$410K +7,836 +18%
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
$2.72M +$124K +2,370 +5%
FCA
182
FLC Capital Advisors
California
$2.71M +$104K +1,992 +4%
RFWA
183
RPg Family Wealth Advisory
Massachusetts
$2.7M +$5.02K +96 +0.2%
FFN
184
Focus Financial Network
Minnesota
$2.69M +$303K +5,796 +13%
PWMG
185
Prestige Wealth Management Group
New Jersey
$2.5M +$745K +14,244 +45%
FEM
186
Fulcrum Equity Management
Texas
$2.5M -$37.6K -720 -2%
BWP
187
Bernardo Wealth Planning
Pennsylvania
$2.5M -$406K -7,776 -15%
SWG
188
Summit Wealth Group
Vermont
$2.48M +$2.38M +45,558 New
FLAM
189
First Light Asset Management
Minnesota
$2.48M
SSWM
190
Sheets Smith Wealth Management
North Carolina
$2.45M -$9.1K -174 -0.4%
DC
191
Davenport & Co
Virginia
$2.45M -$61.5K -1,176 -3%
CAM
192
Cypress Asset Management
Texas
$2.44M +$6.27K +120 +0.3%
HW
193
Hamilton Wealth
California
$2.43M -$51.8K -990 -2%
CI
194
Cavalier Investments
Georgia
$2.41M -$2.28M -43,692 -50%
DWM
195
Destination Wealth Management
California
$2.4M -$79.4K -1,518 -3%
RSWM
196
Robertson Stephens Wealth Management
California
$2.39M +$386K +7,392 +20%
RIA
197
Regal Investment Advisors
Michigan
$2.38M +$2.28M +43,608 New
CRWM
198
Castle Rock Wealth Management
California
$2.37M +$838K +16,026 +61%
APW
199
Austin Private Wealth
Texas
$2.37M +$675K +12,918 +42%
BCA
200
Biltmore Capital Advisors
New Jersey
$2.36M +$1.81M +34,656 +399%