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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

416 hedge funds and large institutions have $1.84B invested in iShares US Aerospace & Defense ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 144 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+38
Holders Change %
+10.05%
% of All Funds
8.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
83
Increased
144
Reduced
116
Closed
36
Calls
$27.3M
Puts
$26.2M
Net Calls
+$1.15M
Net Calls Change
-$1.03M

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$22.6M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$28.9M
3
Truist Financial
3
Truist Financial
North Carolina
$16.6M
4
EWA
4
Evolution Wealth Advisors
Florida
$10.8M
5
CS
5
Credit Suisse
Switzerland
$12.4M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$48.4M
2
Wells Fargo
2
Wells Fargo
California
$88.4M
3
HF
3
HRT Financial
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
301
Institutional & Family Asset Management
Colorado
$218K – – –
SA
302
Strategic Advisors
New York
$218K +$222 +2 +0.1%
CAS
303
Cascadia Advisory Services
Oregon
$216K +$216K +1,944 New
RFC
304
Regions Financial Corp
Alabama
$216K +$216K +1,946 New
IIA
305
IPG Investment Advisors
California
$211K – – –
AFP
306
Ausdal Financial Partners
Iowa
$210K +$210K +1,812 New
OIA
307
OneDigital Investment Advisors
Kansas
$209K -$24.6K -222 -11%
IC
308
InterOcean Capital
Illinois
$207K – – –
CG
309
Colony Group
Massachusetts
$207K – – –
WA
310
WBH Advisory
Maryland
$205K – – –
VCP
311
Verus Capital Partners
Arizona
$204K +$204K +1,842 New
PWM
312
Perigon Wealth Management
California
$203K +$203K +1,760 New
CFG
313
Cooper Financial Group
California
$202K +$3.56K +32 +2%
MA
314
Modus Advisors
Minnesota
$202K +$202K +1,820 New
DI
315
Diligent Investors
California
$200K – – –
MIM
316
Marco Investment Management
Georgia
$200K – – –
JAWM
317
J. Arnold Wealth Management
Ohio
$196K +$196K +1,770 New
CHA
318
Carmichael Hill & Associates
Maryland
$193K +$193K +1,736 New
EP
319
Eudaimonia Partners
Tennessee
$190K +$190K +1,708 New
WEC
320
Winslow Evans & Crocker
Massachusetts
$182K -$5.38K -48 -3%
CF
321
Centaurus Financial
California
$168K -$37.5K -338 -18%
BAM
322
Bellevue Asset Management
Washington
$155K +$155K +1,400 New
APWM
323
Atlas Private Wealth Management
New York
$148K +$148K +1,328 New
WCG
324
Weaver Consulting Group
California
$147K – – –
RAM
325
Riggs Asset Management
Pennsylvania
$145K – – –
11 12
13
14 15