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iShares US Medical Devices ETF

274 hedge funds and large institutions have $1.76B invested in iShares US Medical Devices ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

41% more capital invested

Capital invested by funds: $1.25B → $1.76B (+$508M)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

18.4% more ownership

Funds ownership: 281.15%299.55% (+18%)

18% more funds holding

Funds holding: 233274 (+41)

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

47% less call options, than puts

Call options by funds: $7.8M | Put options by funds: $14.7M

Holders
274
Holders Change
+41
Holders Change %
+17.6%
% of All Funds
5.93%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
65
Increased
87
Reduced
76
Closed
21
Calls
$7.8M
Puts
$14.7M
Net Calls
-$6.86M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$222M +$37.3M +1,028,592 +22%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$179M +$141M +3,873,264 +503%
Bank of America
3
Bank of America
North Carolina
$116M -$4.51M -124,248 -4%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$83.8M +$11.2M +307,692 +17%
Goldman Sachs
5
Goldman Sachs
New York
$83.5M +$31M +853,434 +65%
Wells Fargo
6
Wells Fargo
California
$80.2M +$20.9M +574,296 +38%
AssetMark Inc
7
AssetMark Inc
California
$75.5M -$55.5M -1,529,790 -44%
LPL Financial
8
LPL Financial
California
$65M +$4.97M +136,902 +9%
CI
9
Clal Insurance
Israel
$55.6M +$52.3M +1,440,000 New
UBS Group
10
UBS Group
Switzerland
$54.1M +$8.53M +234,954 +20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.3M +$6.53M +180,000 +21%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$33.7M +$31.7M +873,018 New
RJA
13
Raymond James & Associates
Florida
$31.5M +$7.45M +205,248 +34%
CM
14
Churchill Management
California
$28M +$26.3M +725,508 New
HIIFS
15
Harel Insurance Investments & Financial Services
Israel
$25.6M -$43.6K -1,200 -0.2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$23.7M -$23.4M -644,874 -51%
Citigroup
17
Citigroup
New York
$23.5M -$78.9K -2,172 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$21.1M +$2.63M +72,396 +15%
RIG
19
RiverFront Investment Group
Virginia
$20.2M -$364K -10,014 -2%
BDS
20
Banco de Sabadell
Florida
$18.8M +$5.06M +139,296 +39%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$18.2M +$7.76M +213,762 +83%
SFI
22
SPC Financial Inc
Maryland
$18.1M +$163K +4,482 +1%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$15.5M +$1.12M +30,786 +8%
CA
24
Cumberland Advisors
Florida
$14.8M -$758K -20,880 -5%
BHB
25
Bank Hapoalim BM
Israel
$14.1M +$4.16M +114,696 +46%