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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.82B invested in iShares US Aerospace & Defense ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 141 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
8.3%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
47
Increased
141
Reduced
107
Closed
44
Calls
$20.5M
Puts
$18.4M
Net Calls
+$2.18M
Net Calls Change
-$2.78M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$78.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.4M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$8.97M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$315K
2
EWA
2
Evolution Wealth Advisors
Florida
$0
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$67K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CS
5
Credit Suisse
Switzerland
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
276
Partnervest Advisory Services
California
$241K +$24.2K +216 +11%
OIA
277
OneDigital Investment Advisors
Kansas
$237K +$237K +2,108 New
TPA
278
Trivium Point Advisory
Connecticut
$232K +$232K +2,108 New
WWM
279
Willingdon Wealth Management
North Carolina
$227K +$8.77K +78 +4%
Northern Trust
280
Northern Trust
Illinois
$225K -$74.3K -660 -25%
IFAM
281
Institutional & Family Asset Management
Colorado
$221K +$28.6K +254 +15%
SA
282
Strategic Advisors
New York
$220K -$16.8K -150 -7%
RJT
283
Raymond James Trust
Florida
$214K +$214K +1,904 New
IIA
284
IPG Investment Advisors
California
$213K – – –
IAA
285
Independent Advisor Alliance
North Carolina
$210K +$210K +1,854 New
IC
286
InterOcean Capital
Illinois
$210K +$210K +1,866 New
CG
287
Colony Group
Massachusetts
$209K +$209K +1,860 New
LSPW
288
Lake Street Private Wealth
Illinois
$208K -$9.89K -88 -5%
CF
289
Centaurus Financial
California
$208K +$34.4K +306 +20%
WA
290
WBH Advisory
Maryland
$208K +$208K +1,854 New
DI
291
Diligent Investors
California
$202K +$202K +1,800 New
MIM
292
Marco Investment Management
Georgia
$202K +$202K +1,802 New
CFG
293
Cooper Financial Group
California
$201K +$201K +1,786 New
WEC
294
Winslow Evans & Crocker
Massachusetts
$190K -$11.4K -100 -6%
AIM
295
Advantage Investment Management
Iowa
$158K +$49.7K +442 +46%
PCM
296
Princeton Capital Management
New Jersey
$155K +$5.18K +46 +3%
BFO
297
Biltmore Family Office
North Carolina
$146K – – –
RAM
298
Riggs Asset Management
Pennsylvania
$146K – – –
WCG
299
Weaver Consulting Group
California
$142K – – –
SG Americas Securities
300
SG Americas Securities
New York
$129K -$195K -1,730 -60%
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12
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