ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$93.6M
2
Bank of America
Bank of America
North Carolina
$297M
3
SCM
Sandler Capital Management
New York
$10M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
Morgan Stanley
New York
$217M
3
HWA
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
276
Clarus Wealth Advisors
Arizona
$185K +$173K +1,732 +1,420%
WWM
277
Willingdon Wealth Management
North Carolina
$184K +$16.5K +166 +10%
WEC
278
Winslow Evans & Crocker
Massachusetts
$178K – – –
IFAM
279
Institutional & Family Asset Management
Colorado
$171K – – –
VNA
280
Valley National Advisers
Pennsylvania
$168K – – –
VFA
281
Valeo Financial Advisors
Indiana
$164K -$6K -60 -4%
CFB
282
Cullen/Frost Bankers
Texas
$155K +$155K +1,550 New
MWM
283
Mascoma Wealth Management
New Hampshire
$141K -$71K -710 -33%
IA
284
IFP Advisors
Florida
$138K -$1.65M -16,540 -92%
Marshall Wace
285
Marshall Wace
United Kingdom
$134K +$134K +1,340 New
PCM
286
Princeton Capital Management
New Jersey
$133K – – –
RAM
287
Riggs Asset Management
Pennsylvania
$132K – – –
AIM
288
Advantage Investment Management
Iowa
$130K +$29.2K +292 +29%
WCG
289
Weaver Consulting Group
California
$130K +$130K +1,230 New
FCA
290
FinTrust Capital Advisors
South Carolina
$127K -$64K -640 -34%
AIC
291
Ayalon Insurance Company
Israel
$126K – – –
RCAG
292
Rehmann Capital Advisory Group
Michigan
$108K +$108K +1,082 New
AIC
293
Archer Investment Corporation
Indiana
$103K +$1.2K +12 +1%
TFGT
294
TS Financial Group (TSFG)
Illinois
$101K +$101K +1,016 New
Deutsche Bank
295
Deutsche Bank
Germany
$99K – – –
ESB
296
Essex Savings Bank
Connecticut
$97K – – –
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$95K +$95K +954 New
CFG
298
Citizens Financial Group
Rhode Island
$88K +$88K +880 New
IWA
299
Intercontinental Wealth Advisors
Texas
$75K – – –
1832 Asset Management
300
1832 Asset Management
Ontario, Canada
$72K -$23.7K -246 -25%
10 11
12
13 14