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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

331 hedge funds and large institutions have $1.76B invested in iShares US Aerospace & Defense ETF in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 134 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
7.6%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
58
Increased
134
Reduced
87
Closed
30
Calls
$14.7M
Puts
$23.4M
Net Calls
-$8.64M
Net Calls Change
-$8.64M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$103M
2
Bank of America
2
Bank of America
North Carolina
$278M
3
Morgan Stanley
3
Morgan Stanley
New York
$255M
4
LPL Financial
4
LPL Financial
California
$81.7M
5
RJA
5
Raymond James & Associates
Florida
$30.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
FPCM
3
Financial Partners Capital Management
New York
$0
4
QIM
4
Quantitative Investment Management
Virginia
$10.8M
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
276
Peddock Capital Advisors
Massachusetts
$63K – – –
FPF
277
FNY Partners Fund
New York
$60K +$60K +616 New
VFA
278
Valeo Financial Advisors
Indiana
$59K +$59K +600 New
MFW
279
Mosaic Family Wealth
Missouri
$55K -$154K -1,566 -74%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$50K -$595 -6 -1%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$47K +$9.96K +100 +27%
BFC
282
Bedel Financial Consulting
Indiana
$41K +$41K +416 New
VCM
283
Virtue Capital Management
Tennessee
$39K +$6.7K +66 +21%
WWM
284
Willingdon Wealth Management
North Carolina
$39K +$39K +398 New
ZB
285
Zions Bancorporation
Utah
$38K – – –
AF
286
Advisornet Financial
Minnesota
$36K – – –
SJIM
287
St. Johns Investment Management
Florida
$35K – – –
AF
288
Arrow Financial
New York
$35K – – –
WCM
289
Whitener Capital Management
North Carolina
$35K +$13.6K +140 +64%
S
290
SignatureFD
Georgia
$33K +$33K +332 New
WB
291
Webster Bank
Connecticut
$32K – – –
PMFA
292
Plante Moran Financial Advisors
Michigan
$30K – – –
TCOV
293
Trust Company of Vermont
Vermont
$30K – – –
HI
294
Hudock Inc
Pennsylvania
$30K +$8.43K +86 +39%
AssetMark Inc
295
AssetMark Inc
California
$29K -$31K -310 -52%
PCG
296
Private Capital Group
Connecticut
$25K -$3.02K -30 -11%
1IA
297
1834 Investment Advisors
Wisconsin
$25K – – –
MGIA
298
Moneta Group Investment Advisors
Missouri
$25K +$25K +250 New
GBBWRPM
299
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K +$20K +200 New
CIM
300
Contravisory Investment Management
Massachusetts
$19K +$8.2K +82 +76%
10 11
12
13 14