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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

305 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+56
Holders Change %
+22.49%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
83
Increased
120
Reduced
66
Closed
27
Calls
$6K
Puts
$8K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
QIM
Quantitative Investment Management
Virginia
$16.8M
2
Bank of America
Bank of America
North Carolina
$232M
3
DF
Donoghue Forlines
Massachusetts
$10.3M
4
AG
Advisor Group
Arizona
$23.6M
5
LPL Financial
LPL Financial
California
$66.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$16M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
3
Citigroup
Citigroup
New York
$5.06M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
226
Visionary Asset Management
Texas
$230K +$2.83K +30 +1%
Lido Advisors
227
Lido Advisors
California
$222K – – –
CRWM
228
Castle Rock Wealth Management
California
$221K +$221K +2,350 New
BWP
229
Baldwin Wealth Partners
Massachusetts
$216K – – –
DI
230
Diligent Investors
California
$207K +$207K +2,200 New
IFAM
231
Institutional & Family Asset Management
Colorado
$201K +$201K +2,136 New
MFW
232
Mosaic Family Wealth
Missouri
$200K – – –
FNBT
233
FineMark National Bank & Trust
Florida
$200K +$200K +2,122 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$192K -$131K -1,390 -41%
GT
235
Glenmede Trust
Pennsylvania
$188K -$4.7K -50 -2%
HIIFS
236
Harel Insurance Investments & Financial Services
Israel
$143K +$143K +1,530 New
AA
237
AlphaMark Advisors
Kentucky
$141K – – –
RAM
238
Riggs Asset Management
Pennsylvania
$125K +$125K +1,332 New
CA
239
Calton & Associates
Florida
$123K +$123K +1,254 New
GRP
240
Global Retirement Partners
California
$115K +$115K +1,220 New
PG
241
Patten Group
Tennessee
$109K -$4.7K -50 -4%
RFC
242
Regions Financial Corp
Alabama
$107K +$107K +1,136 New
MWM
243
Mascoma Wealth Management
New Hampshire
$103K -$22K -220 -18%
LNWWM
244
Laird Norton Wetherby Wealth Management
California
$94K +$94K +1,000 New
Barclays
245
Barclays
United Kingdom
$91K -$20.8K -222 -19%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$78K +$21.6K +230 +38%
GEA
247
Glen Eagle Advisors
New Jersey
$63.8K +$54.4K +578 +578%
PCA
248
Peddock Capital Advisors
Massachusetts
$60K – – –
SEI Investments
249
SEI Investments
Pennsylvania
$56K -$13.4K -142 -19%
AssetMark Inc
250
AssetMark Inc
California
$56K +$25.9K +278 +86%
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