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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

416 hedge funds and large institutions have $1.84B invested in iShares US Aerospace & Defense ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 144 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+38
Holders Change %
+10.05%
% of All Funds
8.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
83
Increased
144
Reduced
116
Closed
36
Calls
$27.3M
Puts
$26.2M
Net Calls
+$1.15M
Net Calls Change
-$1.03M

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$22.6M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$28.9M
3
Truist Financial
3
Truist Financial
North Carolina
$16.6M
4
EWA
4
Evolution Wealth Advisors
Florida
$10.8M
5
CS
5
Credit Suisse
Switzerland
$12.4M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$48.4M
2
Wells Fargo
2
Wells Fargo
California
$88.4M
3
HF
3
HRT Financial
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
Optimum Investment Advisors
Illinois
$452K +$667 +6 +0.1%
OAM
227
Oppenheimer Asset Management
New York
$446K -$5.11K -46 -1%
CA
228
Cornerstone Advisory
Maryland
$444K – – –
RICHC
229
Renaissance Investment Consultants Holding Company
Pennsylvania
$443K +$443K +3,974 New
TI
230
Trexquant Investment
Connecticut
$442K +$174K +1,566 +65%
RIG
231
Renaissance Investment Group
Massachusetts
$439K -$14.4K -130 -3%
GWM
232
Greenwich Wealth Management
Connecticut
$436K +$32.7K +294 +8%
CG
233
Cutler Group
California
$431K +$409K +3,686 +1,843%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$430K +$3.33K +30 +0.8%
GIA
235
Gladstone Institutional Advisory
Florida
$429K -$73.4K -660 -15%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$424K +$22.6K +204 +6%
AWM
237
Avitas Wealth Management
California
$419K -$2.89K -26 -0.7%
CFA
238
Carroll Financial Associates
North Carolina
$404K +$18.9K +170 +5%
MIM
239
Moseley Investment Management
Florida
$393K -$36K -324 -8%
PWP
240
Principle Wealth Partners
Connecticut
$391K – – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$387K -$10.7K -96 -3%
WPP
242
Whalerock Point Partners
Rhode Island
$380K +$10.2K +92 +3%
HSBC Holdings
243
HSBC Holdings
United Kingdom
$378K – – –
MLIC
244
Mandatum Life Insurance Company
Finland
$369K -$32.4K -292 -8%
DZ Bank
245
DZ Bank
Germany
$368K +$368K +3,300 New
UWM
246
USAdvisors Wealth Management
Minnesota
$366K +$667 +6 +0.2%
WMA
247
Wealth Management Associates
New Jersey
$351K – – –
TGAM
248
TBH Global Asset Management
Tennessee
$348K +$348K +3,130 New
GRP
249
Global Retirement Partners
California
$346K +$12.2K +110 +4%
MIG
250
McGuire Investment Group
Rhode Island
$345K – – –
8 9
10
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