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iShares US Medical Devices ETF

171 hedge funds and large institutions have $728M invested in iShares US Medical Devices ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

11% more funds holding

Funds holding: 154171 (+17)

4% more capital invested

Capital invested by funds: $701M → $728M (+$26.5M)

14.21% less ownership

Funds ownership: 309.08%294.87% (-14%)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
3.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
33
Increased
56
Reduced
48
Closed
16
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
+$760K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$128M +$2.98M +103,200 +2%
AssetMark Inc
2
AssetMark Inc
California
$114M +$5.02M +174,204 +5%
Bank of America
3
Bank of America
North Carolina
$57.4M -$880K -30,534 -2%
Citigroup
4
Citigroup
New York
$34.9M +$116K +4,020 +0.3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.9M -$1.25M -43,410 -4%
Wells Fargo
6
Wells Fargo
California
$28M -$3.96M -137,328 -12%
UBS Group
7
UBS Group
Switzerland
$25.1M +$2.18M +75,462 +10%
Goldman Sachs
8
Goldman Sachs
New York
$24.9M +$6.46M +223,902 +35%
LPL Financial
9
LPL Financial
California
$18.8M -$778K -26,976 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15.4M -$911K -31,596 -6%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$13.5M +$44.6K +1,548 +0.3%
BDS
12
Banco de Sabadell
Florida
$13.5M +$13.4M +465,882 New
SFI
13
SPC Financial Inc
Maryland
$12.7M +$226K +7,848 +2%
Millennium Management
14
Millennium Management
New York
$11.8M +$11.3M +392,622 +2,378%
RJA
15
Raymond James & Associates
Florida
$9.29M +$49.8K +1,728 +0.5%
BCM
16
BTR Capital Management
California
$8.98M -$172K -5,958 -2%
WBG
17
Wharton Business Group
Pennsylvania
$8.98M -$199K -6,900 -2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$7.81M +$839K +29,088 +12%
SG Americas Securities
19
SG Americas Securities
New York
$7.11M -$8.71M -301,998 -55%
CA
20
Cumberland Advisors
Florida
$6.59M +$822K +28,500 +14%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.73M +$808K +28,026 +16%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.29M -$609K -21,120 -10%
MWM
23
MinichMacGregor Wealth Management
New York
$5.07M +$77.8K +2,700 +2%
KFA
24
Kabarec Financial Advisors
Illinois
$4.75M +$4.74M +164,238 New
CAM
25
Concorde Asset Management
Michigan
$4.48M -$5.81M -201,480 -57%