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iShares US Medical Devices ETF

556 hedge funds and large institutions have $2.07B invested in iShares US Medical Devices ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 241 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $6.44M

2.48% less ownership

Funds ownership: 37.95%35.47% (-2.5%)

6% less funds holding

Funds holding: 593556 (-37)

16% less capital invested

Capital invested by funds: $2.46B → $2.07B (-$394M)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

42% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 241

43% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 70

Holders
556
Holders Change
-37
Holders Change %
-6.24%
% of All Funds
9.58%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.22%
New
40
Increased
140
Reduced
241
Closed
70
Calls
$12.2M
Puts
$6.44M
Net Calls
+$5.79M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$173M -$39.2M -755,151 -17%
Bank of America
2
Bank of America
North Carolina
$142M -$3.99M -76,959 -2%
LPL Financial
3
LPL Financial
California
$133M -$13.8M -265,090 -9%
Fisher Asset Management
4
Fisher Asset Management
Washington
$99.5M +$56.4M +1,086,084 +106%
UBS Group
5
UBS Group
Switzerland
$70.5M +$172K +3,311 +0.2%
Wells Fargo
6
Wells Fargo
California
$66.2M -$2.6M -50,066 -3%
AssetMark Inc
7
AssetMark Inc
California
$66M -$2.09M -40,243 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$51.7M -$44.6M -858,695 -44%
MIH
9
Meitav Investment House
Israel
$50.6M -$2.14M -41,177 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$46.4M -$303K -5,838 -0.6%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$37.2M -$628K -12,100 -2%
Ameriprise
12
Ameriprise
Minnesota
$32.5M -$41.2M -793,586 -54%
Osaic Holdings
13
Osaic Holdings
Arizona
$31.8M -$3.68M -70,999 -10%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$28.5M
Citigroup
15
Citigroup
New York
$27.9M +$28M +539,147 +1,043%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$26.9M -$3.74M -72,071 -11%
RJA
17
Raymond James & Associates
Florida
$24.2M -$1.82M -35,099 -6%
IA
18
IFP Advisors
Florida
$20.7M +$98.8K +1,905 +2%
TA
19
TruWealth Advisors
Louisiana
$19.3M +$954K +18,379 +5%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$18.8M -$692K -13,345 -3%
FAM
21
Flaharty Asset Management
Florida
$17.9M +$1.01M +19,407 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$17.8M -$678K -13,066 -3%
NFC
23
Northeast Financial Consultants
Connecticut
$17M -$2.49M -47,941 -12%
MML Investors Services
24
MML Investors Services
Massachusetts
$16.7M -$2.59M -49,863 -12%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$15.7M -$133K -2,561 -0.8%