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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $823M invested in iShares US Aerospace & Defense ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 156 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-70
Holders Change %
-16.83%
% of All Funds
7.64%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.11%
New
49
Increased
84
Reduced
156
Closed
111
Calls
$44.1M
Puts
$20.9M
Net Calls
+$23.2M
Net Calls Change
+$22.1M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.14M
2
MM
Main Management
California
$4.19M
3
Lido Advisors
Lido Advisors
California
$3.4M
4
TRCT
Tower Research Capital (TRC)
New York
$3.16M
5
HighTower Advisors
HighTower Advisors
Illinois
$11.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$111M
2
AssetMark Inc
AssetMark Inc
California
$8K
3
Bank of America
Bank of America
North Carolina
$173M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.92M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
301
Kings Point Capital Management
New York
$16K +$16K +220 New
LWM
302
Liberty Wealth Management
California
$15K – – –
BBPWM
303
Blue Bell Private Wealth Management
Pennsylvania
$15K +$15K +212 New
EI
304
Ellevest Inc
New York
$14K – – –
S
305
SignatureFD
Georgia
$14K – – –
TFS
306
TrustCore Financial Services
Tennessee
$14K – – –
ECM
307
ExodusPoint Capital Management
New York
$14K +$14K +200 New
AA
308
Ancora Advisors
Ohio
$13K – – –
VNA
309
Valley National Advisers
Pennsylvania
$12K – – –
PK
310
Pflug Koory
Nebraska
$12K – – –
AF
311
Arrow Financial
New York
$11K – – –
GWS
312
Glassman Wealth Services
Virginia
$11K +$11K +150 New
CWC
313
Carolinas Wealth Consulting
North Carolina
$11K +$11K +154 New
CFA
314
Carroll Financial Associates
North Carolina
$10K -$243K -3,496 -96%
DAM
315
Delta Asset Management
Tennessee
$10K – – –
SFSIG
316
San Francisco Sentry Investment Group
California
$9K +$9K +128 New
AssetMark Inc
317
AssetMark Inc
California
$8K -$39.7M -585,264 -100%
MWM
318
MBE Wealth Management
Wisconsin
$8K +$8K +116 New
MIM
319
Macroview Investment Management
Maryland
$7K – – –
RP
320
Rice Partnership
Hawaii
$7K – – –
EDRH
321
Edmond de Rothschild Holding
Switzerland
$6K – – –
CAN
322
Claraphi Advisory Network
United States
$6K +$6K +88 New
RDWM
323
Red Door Wealth Management
Tennessee
$6K +$6K +88 New
KFS
324
Kelly Financial Services
Massachusetts
$5.82K -$6.75M -92,912 -100%
AF
325
Advisornet Financial
Minnesota
$5K -$24K -336 -83%
11 12
13
14 15