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

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$48.4M
2
Wells Fargo
Wells Fargo
California
$88.4M
3
HF
HRT Financial
New York
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
5
KP
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
326
Biltmore Family Office
North Carolina
$145K – – –
IFWM
327
Institute for Wealth Management
Colorado
$138K +$138K +1,244 New
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$132K +$44.9K +404 +52%
TCWM
329
Total Clarity Wealth Management
Illinois
$132K +$132K +1,186 New
CH
330
Canton Hathaway
Rhode Island
$121K +$9.79K +88 +9%
AIC
331
Archer Investment Corporation
Indiana
$113K – – –
Deutsche Bank
332
Deutsche Bank
Germany
$111K -$176K -1,588 -61%
IA
333
Independence Advisors
Pennsylvania
$111K +$111K +1,002 New
PCM
334
Prelude Capital Management
New York
$109K +$15.7K +142 +17%
FCA
335
FinTrust Capital Advisors
South Carolina
$105K – – –
IWA
336
Intercontinental Wealth Advisors
Texas
$105K +$16.5K +140 +19%
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$102K +$35.5K +320 +53%
MWM
338
Maltin Wealth Management
New Jersey
$98K +$98K +880 New
CFB
339
Cullen/Frost Bankers
Texas
$89K -$22.3K -200 -20%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$88K +$64.7K +582 +277%
TFGT
341
TS Financial Group (TSFG)
Illinois
$85K +$221 +2 +0.3%
PCA
342
Providence Capital Advisors
North Carolina
$80K – – –
1832 Asset Management
343
1832 Asset Management
Ontario, Canada
$75K -$7.74K -70 -9%
FPS
344
Fieldpoint Private Securities
Connecticut
$74K – – –
MWC
345
MBM Wealth Consultants
Missouri
$74K – – –
PCA
346
Peddock Capital Advisors
Massachusetts
$71K +$71K +640 New
LDFR
347
Lehman & Derafelo Financial Resources
Pennsylvania
$66K – – –
Kayne Anderson Rudnick Investment Management
348
Kayne Anderson Rudnick Investment Management
California
$62K – – –
SFPG
349
Stonebridge Financial Planning Group
Florida
$62K +$62K +554 New
VCM
350
Vigilant Capital Management
Maine
$61K +$61K +546 New
12 13
14
15 16