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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

349 hedge funds and large institutions have $1.92B invested in iShares US Aerospace & Defense ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 144 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+23
Holders Change %
+7.06%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
144
Reduced
83
Closed
26
Calls
$13.3M
Puts
$30.1M
Net Calls
-$16.8M
Net Calls Change
+$19.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$85M
2
PVH
Psagot Value Holdings
Israel
+$30.3M
3
Bank of America
Bank of America
North Carolina
+$16M
4
ACM
Aviance Capital Management
Florida
+$10.1M
5
FSA
Financial Sense Advisors
California
+$9.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$14.1M
3
CS
Credit Suisse
Switzerland
-$13.6M
4
Citigroup
Citigroup
New York
-$12.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
251
Baldwin Wealth Partners
Massachusetts
$262K – – –
MC
252
Moors & Cabot
Massachusetts
$258K -$272K -2,520 -51%
SAM
253
Seelaus Asset Management
New Jersey
$248K – – –
RM
254
Resource Management
Louisiana
$243K – – –
MWM
255
Mascoma Wealth Management
New Hampshire
$242K +$98.1K +906 +68%
SWA
256
SFMG Wealth Advisors
Texas
$241K – – –
DI
257
Diligent Investors
California
$238K – – –
HPC
258
Hobart Private Capital
North Carolina
$237K +$237K +2,192 New
FFSOTS
259
Fiduciary Financial Services of The Southwest
Texas
$232K – – –
IFAM
260
Institutional & Family Asset Management
Colorado
$231K – – –
LA
261
LexAurum Advisors
Kansas
$224K -$10.4K -96 -4%
AIC
262
Ayalon Insurance Company
Israel
$224K +$224K +2,068 New
BAS
263
Brown Advisory Securities
Maryland
$223K +$223K +2,060 New
BIAS
264
Beacon Investment Advisory Services
New Jersey
$219K +$219K +2,026 New
CHA
265
Carmichael Hill & Associates
Maryland
$219K +$219K +2,028 New
TA
266
Tiedemann Advisors
New York
$217K +$217K +2,000 New
CA
267
Calton & Associates
Florida
$214K +$214K +1,980 New
RA
268
RFG Advisory
Alabama
$208K +$208K +1,924 New
WS
269
Wedbush Securities
California
$207K +$207K +1,916 New
IC
270
InterOcean Capital
Illinois
$202K -$27.1K -250 -12%
WWM
271
Willingdon Wealth Management
North Carolina
$200K +$90.5K +838 +83%
WA
272
WBH Advisory
Maryland
$200K +$200K +1,854 New
WEC
273
Winslow Evans & Crocker
Massachusetts
$194K -$150K -1,368 -44%
VNA
274
Valley National Advisers
Pennsylvania
$182K +$42.4K +392 +30%
TPWA
275
TRUE Private Wealth Advisors
Oregon
$164K +$164K +1,514 New
9 10
11
12 13