ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

326 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
7.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
43
Increased
125
Reduced
96
Closed
45
Calls
$15.4M
Puts
$51.7M
Net Calls
-$36.3M
Net Calls Change
-$27.7M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$270M
3
CWM
3
Cornerstone Wealth Management
Missouri
$11.7M
4
Citigroup
4
Citigroup
New York
$16.9M
5
CS
5
Credit Suisse
Switzerland
$15.6M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$33.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
301
Westside Investment Management
California
$13.7K +$193 +2 +1%
DAM
302
Delta Asset Management
Tennessee
$13K – – –
HS
303
Horan Securities
United States
$13K – – –
TFS
304
TrustCore Financial Services
Tennessee
$13K – – –
CB
305
Community Bank
New York
$12K – – –
LWA
306
Lowe Wealth Advisors
Maryland
$11K – – –
MYIA
307
Mount Yale Investment Advisors
Colorado
$11K +$11K +116 New
PWAG
308
Polaris Wealth Advisory Group
California
$10K – – –
WWM
309
Wagner Wealth Management
South Carolina
$9K – – –
CWA
310
Clarus Wealth Advisors
Arizona
$9K +$9K +86 New
KTC
311
Kistler-Tiffany Companies
Pennsylvania
$9K +$9K +90 New
CFA
312
Carroll Financial Associates
North Carolina
$8K – – –
AWM
313
AllSquare Wealth Management
New York
$7K – – –
SHJ
314
Sharkey, Howes & Javer
Colorado
$6K – – –
IF
315
Ironwood Financial
Arizona
$6K – – –
MSA
316
Marino Stram & Associates
Massachusetts
$5K – – –
WT
317
Whittier Trust
California
$5K – – –
RWA
318
River Wealth Advisors
Pennsylvania
$5K +$5K +50 New
FFC
319
First Financial Corp
Indiana
$5K +$5K +50 New
B
320
Bridgeworth
Alabama
$5K +$5K +54 New
SBL
321
Sargent Bickham Lagudis
Colorado
$4K – – –
AFNAS
322
American Financial Network Advisory Services
California
$3.61K -$81 -16 -2%
OFS
323
Orrstown Financial Services
Pennsylvania
$2K +$2K +18 New
WC
324
Whitney & Co
New York
$1K – – –
ML
325
McAdam LLC
Pennsylvania
$1K +$1K +8 New
11 12
13
14 15