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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

326 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
7.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
43
Increased
125
Reduced
96
Closed
45
Calls
$15.4M
Puts
$51.7M
Net Calls
-$36.3M
Net Calls Change
-$27.7M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$43.7M
2
Morgan Stanley
Morgan Stanley
New York
$270M
3
CWM
Cornerstone Wealth Management
Missouri
$11.7M
4
Citigroup
Citigroup
New York
$16.9M
5
CS
Credit Suisse
Switzerland
$15.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$33.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
$0
3
NCM
Niemann Capital Management
Nevada
$0
4
Bessemer Group
Bessemer Group
New Jersey
$0
5
UCFA
United Capital Financial Advisors
Texas
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSM
226
CAMG Solamere Management
North Carolina
$271K – – –
SA
227
Strategic Advisors
New York
$268K -$19.2K -200 -7%
AFP
228
Ausdal Financial Partners
Iowa
$268K +$268K +2,788 New
DWM
229
Darwin Wealth Management
Florida
$261K +$261K +2,714 New
FFS
230
Founders Financial Securities
Maryland
$260K +$260K +2,698 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$259K +$185K +1,920 +249%
KP
232
Keel Point
Alabama
$258K -$10.5M -109,272 -98%
LWAC
233
Laurel Wealth Advisors (California)
California
$256K +$9.79K +102 +4%
AA
234
AlphaMark Advisors
Kentucky
$250K +$98.1K +1,020 +65%
Northern Trust
235
Northern Trust
Illinois
$248K +$248K +2,580 New
VAM
236
Visionary Asset Management
Texas
$240K +$6.95K +72 +3%
SWA
237
SFMG Wealth Advisors
Texas
$237K +$38.9K +404 +20%
LSA
238
L & S Advisors
California
$236K -$4.62K -48 -2%
BWP
239
Baldwin Wealth Partners
Massachusetts
$233K +$11.6K +120 +5%
Lido Advisors
240
Lido Advisors
California
$228K – – –
OIA
241
OneDigital Investment Advisors
Kansas
$225K -$204K -2,116 -48%
US Bancorp
242
US Bancorp
Minnesota
$220K -$41.6K -432 -16%
SAM
243
Seelaus Asset Management
New Jersey
$220K -$19.2K -200 -8%
PSF
244
Pacific Sun Financial
California
$220K +$220K +2,150 New
SS
245
Simplicity Solutions
Minnesota
$217K +$217K +2,258 New
RM
246
Resource Management
Louisiana
$216K -$23.9K -248 -10%
DI
247
Diligent Investors
California
$212K – – –
LA
248
LexAurum Advisors
Kansas
$208K – – –
FFSOTS
249
Fiduciary Financial Services of The Southwest
Texas
$207K – – –
IFAM
250
Institutional & Family Asset Management
Colorado
$206K -$19.3K -200 -9%
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10
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