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iShares US Medical Devices ETF

140 hedge funds and large institutions have $500M invested in iShares US Medical Devices ETF in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

28% more funds holding

Funds holding: 109140 (+31)

1% more capital invested

Capital invested by funds: $495M → $500M (+$5.05M)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

28.58% less ownership

Funds ownership: 311.76%283.18% (-29%)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $212K

Holders
140
Holders Change
+31
Holders Change %
+28.44%
% of All Funds
3.49%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.17%
New
44
Increased
38
Reduced
40
Closed
11
Calls
$1K
Puts
$212K
Net Calls
-$211K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.8M -$19.8M -814,674 -25%
Bank of America
2
Bank of America
North Carolina
$31.6M -$4.28M -176,352 -12%
Wells Fargo
3
Wells Fargo
California
$25M -$91.5K -3,774 -0.4%
HI
4
Horizon Investments
North Carolina
$24.6M +$23.6M +975,234 New
X
5
Xponance
Pennsylvania
$21.7M +$15.9M +654,288 +316%
New York State Common Retirement Fund
6
New York State Common Retirement Fund
New York
$18.8M +$15M +617,670 +481%
LPL Financial
7
LPL Financial
California
$16.1M +$6.78M +279,528 +78%
UBS Group
8
UBS Group
Switzerland
$15.7M -$1.79M -74,004 -11%
Citigroup
9
Citigroup
New York
$15.5M -$7.26M -299,538 -33%
BlackRock
10
BlackRock
New York
$14.2M +$13.6M +561,534 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$13M -$2.44M -100,560 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12M +$2.34M +96,522 +25%
WBG
13
Wharton Business Group
Pennsylvania
$11M -$428K -17,640 -4%
SCM
14
Sandler Capital Management
New York
$10.6M +$10.2M +421,740 New
SFI
15
SPC Financial Inc
Maryland
$10.4M +$545K +22,482 +6%
BWL
16
Bogart Wealth LLC
Virginia
$9.78M +$9.39M +387,318 New
CS
17
Credit Suisse
Switzerland
$9.7M +$2.71M +111,810 +41%
Goldman Sachs
18
Goldman Sachs
New York
$9.04M -$6.13M -252,936 -41%
BCM
19
BTR Capital Management
California
$8.45M +$294K +12,144 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$8.08M +$7.68M +316,848 +9,532%
KSA
21
Ken Stern & Associates
California
$7.6M +$7.01M +289,224 New
RJA
22
Raymond James & Associates
Florida
$7.55M -$55.9K -2,304 -0.8%
BCI
23
Brinker Capital Investments
Pennsylvania
$6.51M +$655K +27,000 +12%
MIAN
24
Mariner Independent Advisor Network
Kansas
$6.27M +$6.02M +248,394 New
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$6.11M -$30M -1,238,940 -84%