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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+56
Holders Change %
+22.49%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
83
Increased
120
Reduced
66
Closed
27
Calls
$6K
Puts
$8K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
QIM
Quantitative Investment Management
Virginia
$16.8M
2
Bank of America
Bank of America
North Carolina
$232M
3
DF
Donoghue Forlines
Massachusetts
$10.3M
4
AG
Advisor Group
Arizona
$23.6M
5
LPL Financial
LPL Financial
California
$66.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$16M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
3
Citigroup
Citigroup
New York
$5.06M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
276
Pittenger & Anderson Inc
Nebraska
$14K – – –
WIM
277
Westside Investment Management
California
$13.6K – – –
DAM
278
Delta Asset Management
Tennessee
$13K – – –
HS
279
Horan Securities
United States
$13K – – –
PGWM
280
Parisi Gray Wealth Management
New Jersey
$13K +$13K +138 New
PCA
281
Providence Capital Advisors
North Carolina
$12K +$12K +124 New
CB
282
Community Bank
New York
$11K – – –
LWA
283
Lowe Wealth Advisors
Maryland
$11K +$11K +112 New
TFS
284
TrustCore Financial Services
Tennessee
$11K +$11K +114 New
CFD
285
Creative Financial Designs
Indiana
$10K -$6.18K -68 -38%
CIM
286
Contravisory Investment Management
Massachusetts
$10K -$1.48K -16 -13%
AIM
287
Advantage Investment Management
Iowa
$10K -$727 -8 -7%
TWA
288
TCI Wealth Advisors
Arizona
$10K +$10K +106 New
SFSIG
289
San Francisco Sentry Investment Group
California
$10K +$10K +110 New
WWM
290
Wagner Wealth Management
South Carolina
$9K +$9K +94 New
KJWM
291
Kiley Juergens Wealth Management
Washington
$9K +$9K +100 New
RPC
292
Rossmore Private Capital
Connecticut
$7.15K +$7.15K +76 New
CFA
293
Carroll Financial Associates
North Carolina
$7K – – –
AWM
294
AllSquare Wealth Management
New York
$7K – – –
SHJ
295
Sharkey, Howes & Javer
Colorado
$6K – – –
GFP
296
Gryphon Financial Partners
Ohio
$6K +$6K +60 New
MOS
297
MGO One Seven
Ohio
$6K +$6K +68 New
SIM
298
Sonora Investment Management
Arizona
$5.08K +$5.08K +54 New
MSA
299
Marino Stram & Associates
Massachusetts
$5K +$5K +50 New
DBT
300
Dubuque Bank & Trust
Iowa
$5K +$5K +52 New
10 11
12
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