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iShares US Medical Devices ETF

564 hedge funds and large institutions have $2.15B invested in iShares US Medical Devices ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 139 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $2.03B → $2.15B (+$121M)

2% more funds holding

Funds holding: 554564 (+10)

4.31% less ownership

Funds ownership: 41.81%37.51% (-4.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 220

57% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $44.7M

Holders
564
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
80
Increased
139
Reduced
220
Closed
55
Calls
$19.3M
Puts
$44.7M
Net Calls
-$25.4M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$501M -$24.7K -415 -5%
Morgan Stanley
2
Morgan Stanley
New York
$166M -$4.86M -81,840 -3%
Bank of America
3
Bank of America
North Carolina
$156M +$35.6M +598,974 +29%
LPL Financial
4
LPL Financial
California
$131M +$26.3M +442,603 +25%
UBS Group
5
UBS Group
Switzerland
$72.9M +$6.21M +104,432 +9%
Fisher Asset Management
6
Fisher Asset Management
Washington
$67M -$3.97M -66,852 -5%
Wells Fargo
7
Wells Fargo
California
$63.5M +$1.29M +21,668 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$43.6M -$8.01M -134,854 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$41.5M -$3.57M -60,090 -8%
Raymond James Financial
10
Raymond James Financial
Florida
$38.9M +$39.6M +666,604 New
JP Morgan Chase
11
JP Morgan Chase
New York
$28.9M -$42.1M -707,551 -59%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$20.3M +$11.4M +191,921 +123%
RIG
13
RiverFront Investment Group
Virginia
$20M +$1.43M +24,068 +8%
Ameriprise
14
Ameriprise
Minnesota
$19.1M -$1.08M -18,196 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$18.8M -$1.31M -22,107 -6%
Goldman Sachs
16
Goldman Sachs
New York
$17M +$1.81M +30,413 +12%
WBG
17
Wharton Business Group
Pennsylvania
$15M -$1.13M -18,950 -7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$14.5M -$70K -1,177 -0.5%
HighTower Advisors
19
HighTower Advisors
Illinois
$13.8M +$1.89M +31,732 +15%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.8M -$365K -6,135 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$13M +$403K +6,781 +3%
KWM
22
Kingsview Wealth Management
Oregon
$12.1M +$5.13M +86,315 +72%
FIM
23
FWL Investment Management
Texas
$11.7M +$405K +6,816 +4%
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$11.3M -$184K -3,098 -2%
Citigroup
25
Citigroup
New York
$10.8M -$324M -5,445,800 -97%