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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

377 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
8.2%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
42
Increased
123
Reduced
137
Closed
36
Calls
$17.2M
Puts
$12.3M
Net Calls
+$4.96M
Net Calls Change
+$2.05M

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$19.7M
2
RIA
2
Realta Investment Advisors
Delaware
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.67M
4
FTS
4
Fifth Third Securities
Ohio
$4.12M
5
UBS Group
5
UBS Group
Switzerland
$60.7M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.84M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$40.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$219M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
301
MBM Wealth Consultants
Missouri
$72K – – –
FPS
302
Fieldpoint Private Securities
Connecticut
$72K +$68.3K +632 +1,859%
QCIG
303
Quad-Cities Investment Group
Iowa
$71K – – –
VFA
304
Valeo Financial Advisors
Indiana
$69K -$108K -1,000 -61%
LDFR
305
Lehman & Derafelo Financial Resources
Pennsylvania
$63K – – –
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$61K – – –
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$60K +$60K +560 New
RCG
308
Ruggie Capital Group
Florida
$53K -$801K -7,470 -94%
CH
309
Canton Hathaway
Rhode Island
$52K +$41.4K +390 +390%
PCM
310
Prelude Capital Management
New York
$51K +$51K +478 New
HPC
311
HM Payson & Co
Maine
$45K +$45K +420 New
IWA
312
IBEX Wealth Advisors
New Jersey
$43K +$43K +404 New
JCM
313
Jacobi Capital Management
Pennsylvania
$42K – – –
FGAM
314
Financial Gravity Asset Management
Texas
$41K +$20.4K +190 +99%
AWM
315
Arbor Wealth Management
Florida
$37K – – –
AF
316
Advisornet Financial
Minnesota
$37K +$36.1K +332 +4,150%
MF
317
Manchester Financial
California
$37K +$37K +350 New
TM
318
Titan Managers
Arizona
$36K +$36K +336 New
WB
319
Webster Bank
Connecticut
$35K – – –
PMFA
320
Plante Moran Financial Advisors
Michigan
$33K – – –
SIM
321
Sonora Investment Management
Arizona
$32K – – –
TCOV
322
Trust Company of Vermont
Vermont
$32K – – –
TAIM
323
TD Ameritrade Investment Management
Nebraska
$30K +$30K +278 New
SQA
324
Simon Quick Advisors
New Jersey
$29.3K +$29.3K +274 New
FWC
325
First Washington Corp
Washington
$28K – – –
11 12
13
14 15