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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 %
BAM
251
Bellevue Asset Management
Washington
$98K -$7.54K -100 -7%
APWM
252
Atlas Private Wealth Management
New York
$96K +$144 +2 +0.2%
BFO
253
Biltmore Family Office
North Carolina
$94K – – –
WCG
254
Weaver Consulting Group
California
$94K – – –
GSWM
255
Golden State Wealth Management
California
$93K +$93K +1,298 New
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$88K – – –
AIC
257
Archer Investment Corporation
Indiana
$85K +$11.5K +160 +16%
EWM
258
EPG Wealth Management
Georgia
$74K +$74K +1,030 New
Deutsche Bank
259
Deutsche Bank
Germany
$72K – – –
IA
260
Independence Advisors
Pennsylvania
$72K – – –
NEIRG
261
New England Investment & Retirement Group
Massachusetts
$65K +$65K +902 New
CFB
262
Cullen/Frost Bankers
Texas
$58K – – –
TFGT
263
TS Financial Group (TSFG)
Illinois
$55K +$143 +2 +0.3%
TL
264
TrueWealth LLC
Georgia
$55K +$55K +760 New
AF
265
Allworth Financial
California
$53K +$34.9K +488 +192%
FCA
266
FinTrust Capital Advisors
South Carolina
$52K -$16.2K -226 -24%
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
$49K – – –
MWC
268
MBM Wealth Consultants
Missouri
$48K – – –
VFA
269
Valeo Financial Advisors
Indiana
$47K +$9.34K +120 +25%
VCP
270
Verus Capital Partners
Arizona
$46K -$86.4K -1,202 -65%
PCA
271
Providence Capital Advisors
North Carolina
$43K -$8.89K -124 -17%
LDFR
272
Lehman & Derafelo Financial Resources
Pennsylvania
$42K – – –
HPC
273
HM Payson & Co
Maine
$41K +$10.8K +150 +36%
BWM
274
BerganKDV Wealth Management
Minnesota
$41K +$28.7K +396 +233%
DWM
275
Darwin Wealth Management
Florida
$41K +$41K +578 New
9 10
11
12 13