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iShares US Medical Devices ETF

581 hedge funds and large institutions have $2.33B invested in iShares US Medical Devices ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 229 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $21.7M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% more funds holding

Funds holding: 574581 (+7)

1% less capital invested

Capital invested by funds: $2.36B → $2.33B (-$31.9M)

3.39% less ownership

Funds ownership: 43.91%40.52% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 229

Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
67
Increased
163
Reduced
229
Closed
49
Calls
$45.7M
Puts
$21.7M
Net Calls
+$24M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$1.05M +$57.8K +1,023 +6%
UWM
202
USAdvisors Wealth Management
Minnesota
$1.02M -$41.3K -731 -4%
TC
203
TownSquare Capital
Utah
$1.01M +$16.5K +292 +2%
BCI
204
Brinker Capital Investments
Pennsylvania
$1.01M -$170K -3,003 -15%
OPS
205
Orion Portfolio Solutions
Nebraska
$1.01M -$170K -3,003 -15%
KJHP
206
K.J. Harrison & Partners
Ontario, Canada
$996K -$452K -8,000 -32%
ATPW
207
Ashton Thomas Private Wealth
Arizona
$982K +$339K +6,000 +56%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$977K -$256K -4,529 -21%
YDMI
209
Y.D. More Investments
Israel
$968K +$179K +3,165 +24%
P
210
&Partners
Tennessee
$956K +$25.1K +444 +3%
FIA
211
Foundations Investment Advisors
Arizona
$951K +$675K +11,954 +280%
IAIM
212
International Assets Investment Management
Florida
$948K -$66.8K -1,183 -7%
RIA
213
Realta Investment Advisors
Delaware
$932K +$575K +10,176 +178%
EL
214
EQ LLC
Washington
$923K -$52.8K -934 -6%
LNC
215
Lincoln National Corp
Pennsylvania
$916K -$694K -12,287 -44%
RSWM
216
Robertson Stephens Wealth Management
California
$916K +$15.7K +278 +2%
WVP
217
Worth Venture Partners
New Jersey
$908K +$875K +15,500 New
FFS
218
Founders Financial Securities
Maryland
$906K -$153K -2,702 -15%
TSWM
219
Triangle Securities Wealth Management
North Carolina
$905K
VFG
220
V2 Financial group
Illinois
$902K
S4W
221
Solutions 4 Wealth
Texas
$894K +$395 +7 +0%
STA
222
Summit Trail Advisors
New York
$871K
BAM
223
Belpointe Asset Management
Nevada
$866K -$758K -13,429 -48%
TPA
224
Trivium Point Advisory
Connecticut
$858K +$514K +9,097 +164%
CIC
225
Carnegie Investment Counsel
Ohio
$857K -$19.9K -353 -2%