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iShares US Medical Devices ETF

109 hedge funds and large institutions have $495M invested in iShares US Medical Devices ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 121109 (-12)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

49% less capital invested

Capital invested by funds: $966M → $495M (-$471M)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

83% less call options, than puts

Call options by funds: $1K | Put options by funds: $6K

95.4% less ownership

Funds ownership: 407.16%311.76% (-95%)

Holders
109
Holders Change
-12
Holders Change %
-9.92%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.03%
New
21
Increased
28
Reduced
38
Closed
31
Calls
$1K
Puts
$6K
Net Calls
-$5K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$89.4M
Morgan Stanley
2
Morgan Stanley
New York
$72.5M +$8.23M +362,496 +12%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$32.9M -$16.2M -714,882 -33%
Bank of America
4
Bank of America
North Carolina
$31.7M -$4.62M -203,526 -12%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$25.1M -$128M -5,639,370 -83%
Wells Fargo
6
Wells Fargo
California
$22.1M -$601K -26,454 -3%
Citigroup
7
Citigroup
New York
$20.3M +$326K +14,352 +2%
UBS Group
8
UBS Group
Switzerland
$15.4M -$4.36M -191,856 -22%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$13.7M +$2.56M +112,758 +22%
Goldman Sachs
10
Goldman Sachs
New York
$13.6M -$3.34M -147,036 -19%
WBG
11
Wharton Business Group
Pennsylvania
$10.1M -$151K -6,630 -1%
SFI
12
SPC Financial Inc
Maryland
$8.68M -$262K -11,520 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.45M -$1.31M -57,540 -13%
LPL Financial
14
LPL Financial
California
$7.99M +$1.06M +46,878 +15%
BCM
15
BTR Capital Management
California
$7.82M
RJA
16
Raymond James & Associates
Florida
$6.7M -$8.47M -373,230 -55%
CG
17
Colony Group
Massachusetts
$6.48M +$6.63M +291,840 New
CS
18
Credit Suisse
Switzerland
$6.05M +$3.12M +137,340 +102%
BCI
19
Brinker Capital Investments
Pennsylvania
$5.13M
CA
20
Cumberland Advisors
Florida
$4.65M -$752K -33,120 -14%
X
21
Xponance
Pennsylvania
$4.45M +$557K +24,522 +13%
SG Americas Securities
22
SG Americas Securities
New York
$4.44M -$375K -16,512 -8%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$4.14M +$2.92M +128,808 +222%
IA
24
IFP Advisors
Florida
$3.71M +$2.43M +107,040 +177%
MWM
25
MinichMacGregor Wealth Management
New York
$3.35M +$438K +19,308 +15%