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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

331 hedge funds and large institutions have $1.76B invested in iShares US Aerospace & Defense ETF in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 134 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
7.6%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
58
Increased
134
Reduced
87
Closed
30
Calls
$14.7M
Puts
$23.4M
Net Calls
-$8.64M
Net Calls Change
-$8.64M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$103M
2
Bank of America
2
Bank of America
North Carolina
$278M
3
Morgan Stanley
3
Morgan Stanley
New York
$255M
4
LPL Financial
4
LPL Financial
California
$81.7M
5
RJA
5
Raymond James & Associates
Florida
$30.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
FPCM
3
Financial Partners Capital Management
New York
$0
4
QIM
4
Quantitative Investment Management
Virginia
$10.8M
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$295K +$11.9K +120 +4%
Prudential Financial
227
Prudential Financial
New Jersey
$286K +$286K +2,894 New
MSAM
228
Moloney Securities Asset Management
Missouri
$284K +$23.3K +236 +9%
CSM
229
CAMG Solamere Management
North Carolina
$279K – – –
CRWM
230
Castle Rock Wealth Management
California
$276K +$43.5K +440 +19%
US Bancorp
231
US Bancorp
Minnesota
$269K +$10.3K +104 +4%
M&T Bank
232
M&T Bank
New York
$266K -$32.1K -324 -11%
LWAC
233
Laurel Wealth Advisors (California)
California
$254K -$180K -1,816 -41%
WP
234
WealthPLAN Partners
Nebraska
$251K -$24.4K -246 -9%
GEA
235
Glen Eagle Advisors
New Jersey
$251K +$184K +1,854 +273%
LSA
236
L & S Advisors
California
$247K -$5.54K -56 -2%
RM
237
Resource Management
Louisiana
$247K – – –
SAM
238
Seelaus Asset Management
New Jersey
$246K – – –
ALIONA
239
Allianz Life Insurance of North America
Minnesota
$244K +$244K +2,470 New
VAM
240
Visionary Asset Management
Texas
$238K -$2.56K -26 -1%
Lido Advisors
241
Lido Advisors
California
$234K – – –
IFAM
242
Institutional & Family Asset Management
Colorado
$231K +$19.8K +200 +9%
BWP
243
Baldwin Wealth Partners
Massachusetts
$228K – – –
BAS
244
Brown Advisory Securities
Maryland
$226K +$226K +2,280 New
AIP
245
Ahrens Investment Partners
Louisiana
$220K -$228K -2,300 -51%
DI
246
Diligent Investors
California
$218K – – –
LA
247
LexAurum Advisors
Kansas
$214K +$214K +2,166 New
FFSOTS
248
Fiduciary Financial Services of The Southwest
Texas
$213K +$213K +2,148 New
CAMG
249
CWA Asset Management Group
Florida
$208K +$208K +2,100 New
SEI Investments
250
SEI Investments
Pennsylvania
$206K +$147K +1,486 +251%
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10
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