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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
SCM
201
Sandler Capital Management
New York
$289K +$273K +7,200 New
Mariner
202
Mariner
Kansas
$281K +$265K +6,996 New
BAC
203
Boys Arnold & Co
North Carolina
$274K
PWM
204
PRW Wealth Management
Massachusetts
$265K +$68.1K +1,800 +38%
MA
205
Mutual Advisors
Nebraska
$255K +$241K +6,360 New
NAMP
206
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$241K
HPWM
207
Highland Private Wealth Management
Washington
$238K
MIG
208
McGuire Investment Group
Rhode Island
$237K +$224K +5,916 New
SWM
209
SeaCrest Wealth Management
New York
$233K -$68.1K -1,800 -24%
AL
210
Aspiriant LLC
California
$233K +$18.2K +480 +9%
BAM
211
Belpointe Asset Management
Nevada
$232K +$219K +5,778 New
CBFP
212
Cedar Brook Financial Partners
Ohio
$231K +$9.99K +264 +5%
JCM
213
Jacobi Capital Management
Pennsylvania
$229K +$227 +6 +0.1%
LNC
214
Lincoln National Corp
Pennsylvania
$226K +$227 +6 +0.1%
AFNAS
215
American Financial Network Advisory Services
California
$222K
PV
216
Private Vista
Illinois
$213K
TPA
217
Trivium Point Advisory
Connecticut
$213K +$201K +5,310 New
AIC
218
Ameritas Investment Company
Nebraska
$211K -$223K -5,880 -53%
1IA
219
1834 Investment Advisors
Wisconsin
$210K +$4.54K +120 +2%
Fisher Asset Management
220
Fisher Asset Management
Washington
$210K +$198K +5,238 New
ACP
221
Aveo Capital Partners
Colorado
$209K -$15.9K -420 -8%
AWM
222
Avitas Wealth Management
California
$207K +$196K +5,166 New
SFG
223
Summit Financial Group
West Virginia
$205K +$193K +5,100 New
BFC
224
Bedel Financial Consulting
Indiana
$204K
MWA
225
Meridian Wealth Advisors
Texas
$200K +$189K +4,986 New