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iShares US Medical Devices ETF

543 hedge funds and large institutions have $2.14B invested in iShares US Medical Devices ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 229 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $12.9M

1.23% more ownership

Funds ownership: 40.52%41.75% (+1.2%)

7% less funds holding

Funds holding: 581543 (-38)

8% less capital invested

Capital invested by funds: $2.33B → $2.14B (-$186M)

37% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 83

44% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 229

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
543
Holders Change
-38
Holders Change %
-6.54%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
52
Increased
128
Reduced
229
Closed
83
Calls
$20.2M
Puts
$12.9M
Net Calls
+$7.31M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$323M +$30M +536,231 +10%
Morgan Stanley
2
Morgan Stanley
New York
$176M -$5.82M -104,006 -3%
Bank of America
3
Bank of America
North Carolina
$139M +$2.71M +48,356 +2%
LPL Financial
4
LPL Financial
California
$114M -$11.9M -212,324 -9%
Fisher Asset Management
5
Fisher Asset Management
Washington
$108M -$4.75M -84,919 -4%
UBS Group
6
UBS Group
Switzerland
$86.6M +$15.7M +280,267 +22%
Wells Fargo
7
Wells Fargo
California
$65.8M -$968K -17,290 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$60.6M -$3.4M -60,816 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$45.1M -$1.85M -32,968 -4%
Goldman Sachs
10
Goldman Sachs
New York
$31.5M -$6.41M -114,571 -17%
JP Morgan Chase
11
JP Morgan Chase
New York
$29.6M -$5.86M -104,616 -17%
FAM
12
Flaharty Asset Management
Florida
$24.2M +$461K +8,241 +2%
Ameriprise
13
Ameriprise
Minnesota
$23.2M -$3.79M -67,709 -14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22.4M +$2.34M +41,737 +12%
PF
15
Phoenix Financial
Israel
$21.5M +$18.9M +338,390 +735%
RJA
16
Raymond James & Associates
Florida
$21.1M +$169K +3,020 +0.8%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$19.7M +$13.1M +234,573 +202%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.2M -$5.34M -95,357 -24%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$16.4M -$2.93M -52,404 -15%
RIG
20
RiverFront Investment Group
Virginia
$16.3M +$1.3M +23,162 +9%
NSLI
21
Nan Shan Life Insurance
Taiwan
$15.5M +$15.4M +275,789 New
WBG
22
Wharton Business Group
Pennsylvania
$15.1M +$101K +1,805 +0.7%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$14.8M +$985K +17,605 +7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$13.6M +$515K +9,199 +4%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$12.5M -$505K -9,021 -4%