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iShares US Medical Devices ETF

83 hedge funds and large institutions have $503M invested in iShares US Medical Devices ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

159.39% more ownership

Funds ownership: 180.74%340.13% (+159%)

126% more capital invested

Capital invested by funds: $223M → $503M (+$280M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

26% more funds holding

Funds holding: 6683 (+17)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
26
Increased
25
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$158M +$151M +8,379,366 New
Goldman Sachs
2
Goldman Sachs
New York
$50.3M +$25.2M +1,397,616 +110%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$43.2M +$41.4M +2,293,800 New
Bank of America
4
Bank of America
North Carolina
$32.9M +$4.93M +273,336 +19%
WBG
5
Wharton Business Group
Pennsylvania
$27.4M +$2.81M +155,760 +12%
SCM
6
Sandler Capital Management
New York
$21.2M +$20.3M +1,125,000 New
Morgan Stanley
7
Morgan Stanley
New York
$18.4M +$1.82M +100,956 +12%
BCM
8
Brookstone Capital Management
Illinois
$16.5M -$433K -23,988 -3%
X
9
Xponance
Pennsylvania
$13.4M
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$13.1M
UBS Group
11
UBS Group
Switzerland
$10M +$9.57M +530,232 New
BCM
12
BTR Capital Management
California
$7.89M -$165K -9,120 -2%
ST
13
Spinnaker Trust
Maine
$7.18M +$85.9K +4,758 +1%
Lazard Asset Management
14
Lazard Asset Management
New York
$6.27M +$6M +332,706 New
Citigroup
15
Citigroup
New York
$5.66M -$8.23K -456 -0.2%
LPL Financial
16
LPL Financial
California
$5.44M +$2.24M +124,272 +76%
BCI
17
Brinker Capital Investments
Pennsylvania
$5.2M -$1.95M -108,000 -28%
JCM
18
Janney Capital Management
Pennsylvania
$5.11M +$458K +25,398 +10%
BAAM
19
Baker Avenue Asset Management
California
$5.02M +$253K +13,998 +6%
Wells Fargo
20
Wells Fargo
California
$3.77M +$873K +48,354 +32%
NCM
21
Niemann Capital Management
Nevada
$3.46M +$3.31M +183,372 New
RJA
22
Raymond James & Associates
Florida
$3.06M +$1.26M +69,774 +76%
TRCT
23
Tower Research Capital (TRC)
New York
$3.06M +$2.92M +162,036 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.03M -$602K -33,342 -17%
LCM
25
Lucas Capital Management
New Jersey
$2.91M -$47.5K -2,634 -2%