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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

369 hedge funds and large institutions have $1.67B invested in iShares US Aerospace & Defense ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 84 increasing their positions, 153 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+20
Holders Change %
+5.73%
% of All Funds
8.23%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
84
Increased
84
Reduced
153
Closed
61
Calls
$9.37M
Puts
$10.3M
Net Calls
-$913K
Net Calls Change
+$15.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$57.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
$21.8M
4
CS
Credit Suisse
Switzerland
$14.8M
5
UBS Group
UBS Group
Switzerland
$49.6M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.2M
2
AssetMark Inc
AssetMark Inc
California
$10K
3
Wells Fargo
Wells Fargo
California
$60.5M
4
Bank of America
Bank of America
North Carolina
$245M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
301
Quattro Financial Advisors
Texas
$55K +$18.3K +200 +50%
PCA
302
Peddock Capital Advisors
Massachusetts
$55K – – –
MFBTD
303
MB Financial Bank - Trust Department
Illinois
$52K – – –
CLOS
304
Compagnie Lombard Odier SCmA
Switzerland
$52K – – –
LDFR
305
Lehman & Derafelo Financial Resources
Pennsylvania
$51K +$51K +590 New
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$48K – – –
APC
307
Aspire Private Capital
North Carolina
$47K +$47K +546 New
MFW
308
Mosaic Family Wealth
Missouri
$43K – – –
AWM
309
Arbor Wealth Management
Florida
$40K +$40K +468 New
SIM
310
Sonora Investment Management
Arizona
$35K +$35K +400 New
CIAS
311
Capital Investment Advisory Services
North Carolina
$35K +$35K +406 New
JCM
312
Jacobi Capital Management
Pennsylvania
$34K +$174 +2 +0.5%
TC
313
Trust Company
Kansas
$32K +$32K +374 New
SJIM
314
St. Johns Investment Management
Florida
$31K – – –
PMFA
315
Plante Moran Financial Advisors
Michigan
$31K +$4.35K +50 +16%
WB
316
Webster Bank
Connecticut
$28K – – –
TCOV
317
Trust Company of Vermont
Vermont
$26K – – –
AF
318
Arrow Financial
New York
$25K -$5.17K -60 -17%
BHWM
319
Bay Harbor Wealth Management
Maryland
$25K +$25K +286 New
CA
320
Claro Advisors
Massachusetts
$23K +$23K +210 New
FWC
321
First Washington Corp
Washington
$22K -$84.4K -998 -79%
AF
322
Allworth Financial
California
$22K – – –
LFASL
323
Lugano Financial Advisors SA (LFA)
Switzerland
$22K – – –
BWM
324
BerganKDV Wealth Management
Minnesota
$22K +$1.02K +12 +5%
LPWM
325
Lake Point Wealth Management
Texas
$21K +$21K +238 New
11 12
13
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