We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

70 hedge funds and large institutions have $227M invested in iShares US Medical Devices ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

15% more funds holding

Funds holding: 6170 (+9)

5% more capital invested

Capital invested by funds: $217M → $227M (+$10.6M)

0.08% more ownership

Funds ownership: 193.55%193.63% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
18
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35.8M -$3.52M -215,136 -9%
PAG
2
Pinnacle Advisory Group
Maryland
$27.4M +$26.4M +1,611,498 New
WBG
3
Wharton Business Group
Pennsylvania
$21.9M -$8.17M -499,860 -28%
Goldman Sachs
4
Goldman Sachs
New York
$21.7M -$1.26M -77,166 -6%
Morgan Stanley
5
Morgan Stanley
New York
$16.8M -$751K -45,942 -4%
BCM
6
Brookstone Capital Management
Illinois
$14.4M +$2.86M +174,924 +26%
BCM
7
BTR Capital Management
California
$7.16M -$42.7K -2,610 -0.6%
U
8
UBS
Switzerland
$6.94M +$31.5K +1,926 +0.5%
BCI
9
Brinker Capital Investments
Pennsylvania
$6.53M
ST
10
Spinnaker Trust
Maine
$6.39M -$590K -36,102 -9%
LPL Financial
11
LPL Financial
California
$5.91M +$2.9M +177,150 +104%
Citigroup
12
Citigroup
New York
$5.1M +$1.47K +90 +0%
CS
13
Credit Suisse
Switzerland
$4.7M +$4.52M +276,486 New
BAAM
14
Baker Avenue Asset Management
California
$3.41M +$514K +31,446 +19%
VF
15
Virtu Financial
New York
$3.19M +$3.06M +187,362 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.88M +$2.77M +169,458 New
SG Americas Securities
17
SG Americas Securities
New York
$2.87M +$1.49M +91,290 +117%
Wells Fargo
18
Wells Fargo
California
$2.59M +$154K +9,444 +7%
LCM
19
Lucas Capital Management
New Jersey
$2.4M +$18.2K +1,110 +0.8%
JCM
20
Janney Capital Management
Pennsylvania
$2.35M -$366K -22,404 -14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.19M -$2.13M -130,206 -50%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.92M +$1.85M +113,190 New
EWA
23
Exencial Wealth Advisors
Oklahoma
$1.8M -$68K -4,158 -4%
RJA
24
Raymond James & Associates
Florida
$1.59M +$71K +4,344 +5%
MCM
25
Murphy Capital Management
New Jersey
$1.58M -$981 -60 -0.1%