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iShares US Medical Devices ETF
IHI

Overview Fund Activity

274 hedge funds and large institutions have $1.76B invested in iShares US Medical Devices ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+41
Holders Change %
+17.6%
% of All Funds
5.94%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
65
Increased
87
Reduced
76
Closed
21
Calls
$7.8M
Puts
$14.7M
Net Calls
-$6.86M
Net Calls Change
-$14.9M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$149M
2
CI
Clal Insurance
Israel
+$55.6M
3
Morgan Stanley
Morgan Stanley
New York
+$39.7M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$33.7M
5
Goldman Sachs
Goldman Sachs
New York
+$32.9M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$59M
2
DCM
Discovery Capital Management
Connecticut
-$30.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.9M
4
DF
Donoghue Forlines
Massachusetts
-$12.2M
5
CFGS
Concourse Financial Group Securities
Alabama
-$7.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
201
Cedar Brook Financial Partners
Ohio
$212K +$212K +5,490 New
AFNAS
202
American Financial Network Advisory Services
California
$212K +$212K +5,580 New
ACP
203
Aveo Capital Partners
Colorado
$210K -$2.85M -73,926 -93%
Prudential Financial
204
Prudential Financial
New Jersey
$210K -$767K -19,920 -79%
AL
205
Aspiriant LLC
California
$206K +$206K +5,340 New
ACM
206
Allred Capital Management
Texas
$206K +$206K +5,352 New
PV
207
Private Vista
Illinois
$205K +$205K +5,316 New
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$198K +$198K +5,124 New
1IA
209
1834 Investment Advisors
Wisconsin
$197K -$7.16K -186 -4%
BFC
210
Bedel Financial Consulting
Indiana
$196K – – –
CFA
211
Carroll Financial Associates
North Carolina
$192K +$192K +4,986 New
PWM
212
PRW Wealth Management
Massachusetts
$185K – – –
CWA
213
Clarus Wealth Advisors
Arizona
$177K +$177K +4,596 New
CT
214
Clearstead Trust
Maine
$163K – – –
RWA
215
Ropes Wealth Advisors
Massachusetts
$157K -$18.2K -474 -10%
PCM
216
Princeton Capital Management
New Jersey
$150K – – –
FANJ
217
Financial Architects (New Jersey)
New Jersey
$144K -$18.3K -474 -11%
VNA
218
Valley National Advisers
Pennsylvania
$140K +$121K +3,126 +628%
AIC
219
Archer Investment Corporation
Indiana
$119K – – –
RFA
220
Reilly Financial Advisors
California
$116K – – –
US Bancorp
221
US Bancorp
Minnesota
$111K -$159K -4,110 -59%
PCM
222
Prelude Capital Management
New York
$107K +$107K +2,760 New
WCG
223
Weaver Consulting Group
California
$102K +$102K +2,598 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$90K +$90K +2,322 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$88K +$6.95K +180 +9%
7 8
9
10 11