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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 %
PCA
301
Providence Capital Advisors
North Carolina
$72K -$21.9K -220 -23%
RIA
302
Realta Investment Advisors
Delaware
$68K +$68K +692 New
QCIG
303
Quad-Cities Investment Group
Iowa
$66K -$40K -400 -38%
MWC
304
MBM Wealth Consultants
Missouri
$66K – – –
PCA
305
Peddock Capital Advisors
Massachusetts
$64K – – –
LDFR
306
Lehman & Derafelo Financial Resources
Pennsylvania
$59K – – –
AWM
307
Avior Wealth Management
Nebraska
$59K +$59K +600 New
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$2.81K +28 +5%
UBS AM
309
UBS AM
Illinois
$56.3K -$8.78K -88 -13%
MFW
310
Mosaic Family Wealth
Missouri
$55K +$5.02K +50 +10%
SFA
311
Semmax Financial Advisors
North Carolina
$48K -$168K -1,674 -78%
S
312
SignatureFD
Georgia
$43K +$23.2K +234 +117%
CIAS
313
Capital Investment Advisory Services
North Carolina
$41K – – –
JCM
314
Jacobi Capital Management
Pennsylvania
$39K +$199 +2 +0.5%
AWM
315
Arbor Wealth Management
Florida
$35K -$12.3K -122 -26%
PWM
316
PRW Wealth Management
Massachusetts
$35K +$35K +350 New
BCA
317
Berman Capital Advisors
Georgia
$34K +$34K +344 New
WB
318
Webster Bank
Connecticut
$33K – – –
CFN
319
Cordasco Financial Network
Florida
$33K +$33K +328 New
PMFA
320
Plante Moran Financial Advisors
Michigan
$31K -$5.07K -50 -14%
SIM
321
Sonora Investment Management
Arizona
$30K -$10K -100 -25%
TCOV
322
Trust Company of Vermont
Vermont
$30K – – –
GWMIA
323
Global Wealth Management Investment Advisory
Florida
$29K -$187K -1,898 -87%
LPWM
324
Lake Point Wealth Management
Texas
$27K +$1.7K +16 +7%
FWC
325
First Washington Corp
Washington
$26K – – –
11 12
13
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