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iShares US Medical Devices ETF

63 hedge funds and large institutions have $173M invested in iShares US Medical Devices ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

34.78% more ownership

Funds ownership: 188.95%223.73% (+35%)

26% more capital invested

Capital invested by funds: $138M → $173M (+$35.5M)

19% more funds holding

Funds holding: 5363 (+10)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$25.7M +$1.45M +97,020 +6%
Bank of America
2
Bank of America
North Carolina
$25.1M +$1.17M +78,126 +5%
Goldman Sachs
3
Goldman Sachs
New York
$20M +$640K +42,882 +3%
Morgan Stanley
4
Morgan Stanley
New York
$15.1M +$1.11M +74,280 +8%
BCM
5
Brookstone Capital Management
Illinois
$7.02M +$6.77M +453,780 New
BCM
6
BTR Capital Management
California
$6.71M -$159K -10,650 -2%
U
7
UBS
Switzerland
$6.23M +$180K +12,066 +3%
ST
8
Spinnaker Trust
Maine
$6.21M +$42.8K +2,868 +0.7%
BCI
9
Brinker Capital Investments
Pennsylvania
$5.94M -$1.52M -102,000 -21%
CS
10
Credit Suisse
Switzerland
$5.66M +$4.58M +307,380 +526%
Citigroup
11
Citigroup
New York
$4.66M -$3.58K -240 -0.1%
CCMG
12
Clark Capital Management Group
Pennsylvania
$4.52M +$4.36M +292,056 New
LPL Financial
13
LPL Financial
California
$4.08M +$126K +8,430 +3%
TH
14
Timber Hill
Connecticut
$2.96M +$1.81M +121,596 +174%
TRCT
15
Tower Research Capital (TRC)
New York
$2.6M +$2.51M +168,342 New
MIM
16
Midwest Investment Management
Ohio
$2.46M -$149K -10,020 -6%
JCM
17
Janney Capital Management
Pennsylvania
$2.41M -$6.49M -435,090 -74%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.39M +$1.16M +78,072 +102%
BAAM
19
Baker Avenue Asset Management
California
$2.1M +$2.03M +135,906 New
LCM
20
Lucas Capital Management
New Jersey
$2.08M -$52.8K -3,540 -3%
Wells Fargo
21
Wells Fargo
California
$1.78M +$335K +22,488 +24%
EWA
22
Exencial Wealth Advisors
Oklahoma
$1.74M -$13K -870 -0.8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.63M +$1.57M +105,264 New
RNS
24
Robert N. Shapiro
$1.63M -$28.7K -1,926 -2%
MCM
25
Murphy Capital Management
New Jersey
$1.41M +$40.3K +2,700 +3%