ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

333 hedge funds and large institutions have $861M invested in iShares US Aerospace & Defense ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-13
Holders Change %
-3.76%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
43
Increased
81
Reduced
141
Closed
53
Calls
$32M
Puts
$29.6M
Net Calls
+$2.42M
Net Calls Change
-$20.8M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$18.5M
2
Citigroup
Citigroup
New York
$15.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.2M
4
XS
XR Securities
Illinois
$6.05M
5
EGA
Eagle Global Advisors
Texas
$5.73M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$163M
2
Morgan Stanley
Morgan Stanley
New York
$106M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
251
TS Financial Group (TSFG)
Illinois
$63K – – –
CA
252
Centerpoint Advisors
Massachusetts
$62K +$62K +750 New
FCA
253
FinTrust Capital Advisors
South Carolina
$60K – – –
WEC
254
Winslow Evans & Crocker
Massachusetts
$59K -$76K -914 -56%
1832 Asset Management
255
1832 Asset Management
Ontario, Canada
$56K – – –
MWC
256
MBM Wealth Consultants
Missouri
$55K – – –
WR
257
Watson Rebecca
$54K +$54K +654 New
LDFR
258
Lehman & Derafelo Financial Resources
Pennsylvania
$49K – – –
SF
259
Synovus Financial
Georgia
$47K -$113K -1,392 -71%
HPC
260
HM Payson & Co
Maine
$47K – – –
BWM
261
BerganKDV Wealth Management
Minnesota
$47K – – –
VFA
262
Valeo Financial Advisors
Indiana
$46K -$3.26K -40 -7%
Kayne Anderson Rudnick Investment Management
263
Kayne Anderson Rudnick Investment Management
California
$46K – – –
SWM
264
Selective Wealth Management
Virginia
$42K +$164 +2 +0.4%
PMFA
265
Plante Moran Financial Advisors
Michigan
$42K +$42K +508 New
BEI
266
Benjamin Edwards Inc
Missouri
$41K +$4.46K +54 +12%
OPS
267
Orion Portfolio Solutions
Nebraska
$40K -$4.32K -52 -10%
MA
268
MUFG Americas
New York
$39K – – –
RCA
269
Ranch Capital Advisors
Florida
$39K +$848 +10 +2%
PCM
270
Prelude Capital Management
New York
$37K +$37K +446 New
CWM
271
Campbell Wealth Management
Virginia
$36K +$36K +440 New
FWP
272
FAS Wealth Partners
Kansas
$35K +$167 +2 +0.5%
SL
273
Savior LLC
Massachusetts
$33K – – –
CWP
274
CFM Wealth Partners
Texas
$32K – – –
GWMIA
275
Global Wealth Management Investment Advisory
Florida
$31K – – –
9 10
11
12 13