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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$93.6M
2
Bank of America
2
Bank of America
North Carolina
$297M
3
SCM
3
Sandler Capital Management
New York
$10M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
5
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$217M
3
HWA
3
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avitas Wealth Management
California
$376K +$1.8K +18 +0.5%
PAG
227
Pinnacle Advisory Group
Maryland
$374K +$93.7K +940 +33%
MG
228
Mather Group
Illinois
$368K -$364K -3,644 -50%
WIA
229
World Investment Advisors
California
$366K -$815K -8,170 -69%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$365K – – –
MIG
231
McGuire Investment Group
Rhode Island
$359K – – –
Mirae Asset Global Investments
232
Mirae Asset Global Investments
South Korea
$359K +$359K +3,600 New
FPGK
233
Financial Partners Group (Kansas)
Kansas
$358K -$8.99K -90 -2%
WPP
234
Whalerock Point Partners
Rhode Island
$352K – – –
Bank of New York Mellon
235
Bank of New York Mellon
New York
$344K -$109K -1,088 -24%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$340K – – –
GWM
237
Greenwich Wealth Management
Connecticut
$339K -$54K -542 -14%
1IA
238
1834 Investment Advisors
Wisconsin
$336K -$1.4M -14,004 -81%
Lazard Asset Management
239
Lazard Asset Management
New York
$329K +$998 +10 +0.3%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$325K +$46.3K +464 +17%
WAS
241
WESPAC Advisors SoCal
California
$325K +$325K +3,260 New
GWA
242
Guidant Wealth Advisors
Illinois
$325K +$325K +3,260 New
GAM
243
Griffin Asset Management
New York
$306K +$2K +20 +0.7%
ATC
244
Argent Trust Co
Tennessee
$305K – – –
KC
245
Kingfisher Capital
North Carolina
$305K +$996 +10 +0.3%
PCIA
246
Prime Capital Investment Advisors
Kansas
$298K – – –
DC
247
DeDora Capital
California
$292K -$49.4K -496 -14%
MC
248
Moors & Cabot
Massachusetts
$290K +$20.2K +202 +7%
MSAM
249
Moloney Securities Asset Management
Missouri
$290K +$23.3K +234 +9%
WI
250
Wintrust Investments
Illinois
$285K – – –
8 9
10
11 12