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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $823M invested in iShares US Aerospace & Defense ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 156 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-70
Holders Change %
-16.83%
% of All Funds
7.64%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.11%
New
49
Increased
84
Reduced
156
Closed
111
Calls
$44.1M
Puts
$20.9M
Net Calls
+$23.2M
Net Calls Change
+$22.1M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.14M
2
MM
Main Management
California
$4.19M
3
Lido Advisors
Lido Advisors
California
$3.4M
4
TRCT
Tower Research Capital (TRC)
New York
$3.16M
5
HighTower Advisors
HighTower Advisors
Illinois
$11.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$111M
2
AssetMark Inc
AssetMark Inc
California
$8K
3
Bank of America
Bank of America
North Carolina
$173M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.92M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
276
Kayne Anderson Rudnick Investment Management
California
$40K – – –
OPS
277
Orion Portfolio Solutions
Nebraska
$38K +$10.2K +144 +37%
CH
278
Canton Hathaway
Rhode Island
$37K -$40.4K -568 -52%
SWM
279
Selective Wealth Management
Virginia
$37K +$145 +2 +0.4%
SFPG
280
Stonebridge Financial Planning Group
Florida
$34K -$7.49K -100 -18%
MA
281
MUFG Americas
New York
$34K +$34K +470 New
BEI
282
Benjamin Edwards Inc
Missouri
$32K +$32K +442 New
RCA
283
Ranch Capital Advisors
Florida
$32K +$32K +450 New
FWP
284
FAS Wealth Partners
Kansas
$30K +$144 +2 +0.5%
SL
285
Savior LLC
Massachusetts
$29K – – –
CWP
286
CFM Wealth Partners
Texas
$29K – – –
GWMIA
287
Global Wealth Management Investment Advisory
Florida
$27K – – –
DTIM
288
Danda Trouve Investment Management
Kansas
$26K -$1.16K -16 -4%
AWA
289
Arkadios Wealth Advisors
Georgia
$25.9K +$4.75K +66 +22%
MF
290
Manchester Financial
California
$25K – – –
HI
291
Hudock Inc
Pennsylvania
$25K +$19.3K +272 +340%
APW
292
Acima Private Wealth
Virginia
$24K – – –
TCOV
293
Trust Company of Vermont
Vermont
$22K – – –
CIAS
294
Capital Investment Advisory Services
North Carolina
$22K +$11.6K +160 +111%
BW
295
Bison Wealth
Georgia
$21K -$8.2K -114 -28%
WB
296
Webster Bank
Connecticut
$20K – – –
PWMG
297
Prestige Wealth Management Group
New Jersey
$19K -$2.19K -30 -10%
IFAM
298
Institutional & Family Asset Management
Colorado
$18K -$121K -1,710 -87%
SIM
299
Sonora Investment Management
Arizona
$17K – – –
CMA
300
Cedar Mountain Advisors
Oregon
$16K +$144 +2 +0.9%
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