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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 %
AF
326
Allworth Financial
California
$27K – – –
LPWM
327
Lake Point Wealth Management
Texas
$27K – – –
AF
328
Arrow Financial
New York
$26K – – –
HI
329
Hudock Inc
Pennsylvania
$24K – – –
PWMG
330
Prestige Wealth Management Group
New Jersey
$24K – – –
LWM
331
Liberty Wealth Management
California
$22K – – –
S
332
SignatureFD
Georgia
$21K -$24.6K -234 -54%
CIAS
333
Capital Investment Advisory Services
North Carolina
$21K -$22.9K -212 -52%
TFS
334
TrustCore Financial Services
Tennessee
$21K – – –
EI
335
Ellevest Inc
New York
$21K +$21K +200 New
ZB
336
Zions Bancorporation
Utah
$20K – – –
VNA
337
Valley National Advisers
Pennsylvania
$17K -$162K -1,524 -90%
PK
338
Pflug Koory
Nebraska
$17K – – –
TF
339
TimeScale Financial
Massachusetts
$16K +$16K +152 New
DAM
340
Delta Asset Management
Tennessee
$15K – – –
HWA
341
Heritage Wealth Advisors
Virginia
$15K +$3.21K +30 +27%
HS
342
Horan Securities
United States
$14K – – –
WCM
343
Whitener Capital Management
North Carolina
$14K – – –
CB
344
Community Bank
New York
$13K – – –
LWA
345
Lowe Wealth Advisors
Maryland
$12K – – –
MIM
346
Macroview Investment Management
Maryland
$11K – – –
CAL
347
Capital Analysts LLC
Pennsylvania
$11K – – –
RP
348
Rice Partnership
Hawaii
$11K +$11K +100 New
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
EWM
350
Elmwood Wealth Management
California
$10K – – –
12 13
14
15 16