iShares US Aerospace & Defense ETF
ITA
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.
40% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $12.3M
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
17% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 36
2% more capital invested
Capital invested by funds: $1.56B → $1.6B (+$36.1M)
0% less funds holding
Funds holding: 378 → 377 (-1)
5.21% less ownership
Funds ownership: 68.54% → 63.33% (-5.2%)
10% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$14.9M |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$5.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.94M |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$3.99M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$163M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$25M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$17M |
| 4 |
Morgan Stanley
New York
|
-$13.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$11.4M |
ITA Hedge Fund Activity: Q2 2019 in Review
377 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2019, worth a combined $1.6B — up 2.3% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new ITA positions and 36 closed out — a net gain of 6 holders — while 123 added to existing stakes and 137 trimmed.
The largest buyer was Bank Hapoalim BM, adding an estimated $14.9M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $163M.
- 377 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2019, down from 378 in Q1 2019.
- Funds reported $1.6B of iShares US Aerospace & Defense ETF stock for Q2 2019, up 2.3% quarter-over-quarter.
- 42 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2019 and 36 closed out, a net change of +6 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q2 2019 was Bank Hapoalim BM, an estimated $14.9M added.
- The largest iShares US Aerospace & Defense ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $163M sold.
Based on aggregated 13F filings for Q2 2019.