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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $823M invested in iShares US Aerospace & Defense ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 156 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-70
Holders Change %
-16.83%
% of All Funds
7.64%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.11%
New
49
Increased
84
Reduced
156
Closed
111
Calls
$44.1M
Puts
$20.9M
Net Calls
+$23.2M
Net Calls Change
+$22.1M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.14M
2
MM
2
Main Management
California
$4.19M
3
Lido Advisors
3
Lido Advisors
California
$3.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$3.16M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
AssetMark Inc
2
AssetMark Inc
California
$8K
3
Bank of America
3
Bank of America
North Carolina
$173M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.92M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
226
Wealthspire Advisors (New York)
New York
$206K +$49.3K +686 +31%
PA
227
PFG Advisors
Arizona
$204K -$271K -3,556 -57%
AA
228
AlphaMark Advisors
Kentucky
$204K +$21.5K +298 +12%
APW
229
Aurora Private Wealth
New Jersey
$204K +$204K +2,842 New
TC
230
TownSquare Capital
Utah
$203K +$11.7K +156 +6%
1IA
231
1834 Investment Advisors
Wisconsin
$202K -$4.74K -66 -2%
SFI
232
SPC Financial Inc
Maryland
$201K -$10.9M -150,670 -98%
PPP
233
Private Portfolio Partners
New Jersey
$200K – – –
BWA
234
BDO Wealth Advisors
Florida
$186K – – –
WWM
235
Willingdon Wealth Management
North Carolina
$181K +$3.87K +54 +2%
FHA
236
Flagship Harbor Advisors
Massachusetts
$178K -$72.1K -1,004 -29%
BWP
237
Baldwin Wealth Partners
Massachusetts
$174K – – –
IA
238
IFP Advisors
Florida
$165K -$275K -3,476 -62%
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$158K +$158K +2,200 New
CG
240
Cutler Group
California
$150K -$129K -1,800 -46%
GEA
241
Glen Eagle Advisors
New Jersey
$146K -$20.9K -290 -13%
SF
242
Synovus Financial
Georgia
$143K +$143K +1,970 New
MRCM
243
M&R Capital Management
New Jersey
$138K -$1.04M -14,428 -88%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$137K -$18.8M -276,148 -99%
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$137K -$8.62K -120 -6%
EW
246
Evoke Wealth
California
$129K +$129K +1,800 New
CHA
247
Carmichael Hill & Associates
Maryland
$129K +$3.75K +52 +3%
EP
248
Eudaimonia Partners
Tennessee
$123K – – –
WEC
249
Winslow Evans & Crocker
Massachusetts
$118K – – –
CF
250
Centaurus Financial
California
$110K +$722 +10 +0.7%
8 9
10
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