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iShares US Medical Devices ETF

554 hedge funds and large institutions have $2.03B invested in iShares US Medical Devices ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 543554 (+11)

0.06% more ownership

Funds ownership: 41.75%41.81% (+0.06%)

5% less capital invested

Capital invested by funds: $2.14B → $2.03B (-$112M)

44% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 227

74% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $67.7M

Holders
554
Holders Change
+11
Holders Change %
+2.03%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
57
Increased
126
Reduced
227
Closed
42
Calls
$17.4M
Puts
$67.7M
Net Calls
-$50.3M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$1.12M +$55.2K +967 +5%
RSWM
177
Robertson Stephens Wealth Management
California
$1.1M -$2.91K -51 -0.3%
CL
178
Choreo LLC
Illinois
$1.09M -$22.7K -398 -2%
SFS
179
Sowell Financial Services
Arkansas
$1.09M -$145K -2,541 -12%
BCM
180
Brookstone Capital Management
Illinois
$1.08M +$22.5K +394 +2%
TA
181
TruWealth Advisors
Louisiana
$1.08M -$429K -7,511 -29%
HIIFS
182
Harel Insurance Investments & Financial Services
Israel
$1.07M +$297K +5,200 +40%
BHBT
183
Burke & Herbert Bank & Trust
Virginia
$1.07M
P
184
&Partners
Tennessee
$1.07M -$44.1K -772 -4%
GT
185
Glenview Trust
Kentucky
$1.06M -$19.2K -336 -2%
NFG
186
Nations Financial Group
Iowa
$1.05M -$25.1K -439 -2%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$1.05M +$770K +13,482 +317%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$1.03M +$43.6K +764 +5%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$1.03M -$21.2K -372 -2%
JPLA
190
Joseph P. Lucia & Associates
New York
$1.02M -$57.1K -1,000 -5%
PFP
191
Paragon Financial Partners
California
$1.01M -$83.6K -1,464 -8%
CCFM
192
Clear Creek Financial Management
Washington
$1M -$51.9K -908 -5%
RPCONE
193
Retirement Planning Company of New England
Rhode Island
$989K -$74.5K -1,305 -7%
OAJ
194
Ogorek Anthony Joseph
New York
$988K -$83.6K -1,464 -8%
ATPW
195
Ashton Thomas Private Wealth
Arizona
$976K -$12.4K -217 -1%
TSWM
196
Triangle Securities Wealth Management
North Carolina
$915K
VFG
197
V2 Financial group
Illinois
$912K
SA
198
Sanctuary Advisors
Indiana
$905K -$155K -2,718 -15%
HI
199
Harbour Investments
Wisconsin
$903K -$158K -2,760 -15%
YDMI
200
Y.D. More Investments
Israel
$902K -$23.7K -415 -3%