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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
AWA
201
Acorn Wealth Advisors
Michigan
$332K -$1.23K -30 -0.4%
VWA
202
V Wealth Advisors
Kansas
$332K +$330K +8,052 New
M&T Bank
203
M&T Bank
New York
$327K -$3.69K -90 -1%
FHC
204
First Heartland Consultants
Missouri
$327K +$7.37K +180 +2%
BCA
205
Bay Colony Advisors
Massachusetts
$316K +$314K +7,662 New
Prudential Financial
206
Prudential Financial
New Jersey
$313K -$8.6K -210 -3%
LNWWM
207
Laird Norton Wetherby Wealth Management
California
$303K
WEC
208
Winslow Evans & Crocker
Massachusetts
$298K +$295K +7,200 New
SCM
209
Sandler Capital Management
New York
$297K
AI
210
Atria Investments
North Carolina
$287K -$11.8K -288 -4%
HIS
211
Harvest Investment Services
Illinois
$279K -$26K -636 -8%
MIG
212
McGuire Investment Group
Rhode Island
$277K +$32.7K +798 +13%
RJT
213
Raymond James Trust
Florida
$272K -$39.5K -966 -13%
PWM
214
PRW Wealth Management
Massachusetts
$272K
TPA
215
Trivium Point Advisory
Connecticut
$269K +$58.5K +1,428 +27%
VNA
216
Valley National Advisers
Pennsylvania
$265K +$76.1K +1,860 +41%
DIM
217
Delta Investment Management
California
$265K +$264K +6,438 New
CBFP
218
Cedar Brook Financial Partners
Ohio
$248K +$10.6K +258 +4%
NAMP
219
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$247K
AL
220
Aspiriant LLC
California
$240K
UAS
221
United Asset Strategies
New York
$237K +$236K +5,760 New
KWMG
222
King Wealth Management Group
Florida
$233K +$232K +5,658 New
TI
223
Trexquant Investment
Connecticut
$231K +$230K +5,610 New
WP
224
WealthSource Partners
California
$230K -$332K -8,118 -59%
JCM
225
Jacobi Capital Management
Pennsylvania
$230K -$4.91K -120 -2%