iShares US Aerospace & Defense ETF
305 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 27 closing their positions.
207% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 27
82% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 66
22% more funds holding
Funds holding: 249 → 305 (+56)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6% more capital invested
Capital invested by funds: $1.5B → $1.6B (+$95M)
0.51% less ownership
Funds ownership: 66.87% → 66.35% (-0.51%)
25% less call options, than puts
Call options by funds: $6K | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$27.4M |
| 2 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$16.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.8M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$10M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$78.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$30.9M |
| 3 |
Citigroup
New York
|
-$8.68M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.45M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.12M |
ITA Hedge Fund Activity: Q4 2017 in Review
305 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2017, worth a combined $1.6B — up 6.3% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new ITA positions and 27 closed out — a net gain of 56 holders — while 120 added to existing stakes and 66 trimmed.
The largest buyer was HCR Wealth Advisors, adding an estimated $27.4M. The largest seller was Bessemer Group, cutting an estimated $78.1M.
- 305 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2017, up from 249 in Q3 2017.
- Funds reported $1.6B of iShares US Aerospace & Defense ETF stock for Q4 2017, up 6.3% quarter-over-quarter.
- 83 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2017 and 27 closed out, a net change of +56 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2017 was HCR Wealth Advisors, an estimated $27.4M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2017 was Bessemer Group, an estimated $78.1M sold.
Based on aggregated 13F filings for Q4 2017.