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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 %
TC
326
Trust Company
Kansas
$25K -$12.4K -124 -33%
AF
327
Allworth Financial
California
$25K +$198 +2 +0.8%
AF
328
Arrow Financial
New York
$24K -$5K -50 -17%
HIIFS
329
Harel Insurance Investments & Financial Services
Israel
$23K -$1.03M -10,112 -98%
APC
330
Aspire Private Capital
North Carolina
$22K -$32.6K -326 -60%
PWMG
331
Prestige Wealth Management Group
New Jersey
$22K – – –
HI
332
Hudock Inc
Pennsylvania
$22K +$196 +2 +0.9%
BWM
333
BerganKDV Wealth Management
Minnesota
$20K -$6.26K -62 -24%
LWM
334
Liberty Wealth Management
California
$20K – – –
FGAM
335
Financial Gravity Asset Management
Texas
$20K +$20K +192 New
TFS
336
TrustCore Financial Services
Tennessee
$20K +$20K +200 New
CG
337
Cutler Group
California
$19K – – –
ZB
338
Zions Bancorporation
Utah
$18K +$18K +184 New
PK
339
Pflug Koory
Nebraska
$16K – – –
DAM
340
Delta Asset Management
Tennessee
$14K – – –
WCM
341
Whitener Capital Management
North Carolina
$13K – – –
HS
342
Horan Securities
United States
$13K – – –
CB
343
Community Bank
New York
$12K – – –
BHWM
344
Bay Harbor Wealth Management
Maryland
$11K -$17.6K -176 -62%
GRP
345
Global Retirement Partners
California
$11K -$7.72K -80 -41%
AssetMark Inc
346
AssetMark Inc
California
$11K -$800 -8 -7%
LWA
347
Lowe Wealth Advisors
Maryland
$11K – – –
HWA
348
Heritage Wealth Advisors
Virginia
$11K – – –
CAL
349
Capital Analysts LLC
Pennsylvania
$10K -$7.17K -76 -42%
1NWS
350
1 North Wealth Services
Maryland
$10K – – –
12 13
14
15 16