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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
AssetMark Inc
2
AssetMark Inc
California
$8K
3
Bank of America
3
Bank of America
North Carolina
$173M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.92M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
AllSquare Wealth Management
New York
$5K – – –
CA
327
Clearstead Advisors
Ohio
$5K +$5K +74 New
VCS
328
Vaughan & Co Securities
New Jersey
$4.6K – – –
CAL
329
Capital Analysts LLC
Pennsylvania
$4K -$3.57K -50 -47%
IF
330
Ironwood Financial
Arizona
$4K -$138 -2 -3%
SWM
331
Sugarloaf Wealth Management
Georgia
$4K +$4K +50 New
RMC
332
Resources Management Corp
Connecticut
$4K +$4K +54 New
ZB
333
Zions Bancorporation
Utah
$4K +$4K +60 New
PB
334
Pinnacle Bancorp
Nebraska
$4K +$4K +62 New
AA
335
Advisory Alpha
Michigan
$3.59K – – –
CDIA
336
Capital Directions Investment Advisors
Georgia
$3K – – –
TCM
337
Tradewinds Capital Management
Washington
$2K -$14.3K -200 -88%
AF
338
Affiance Financial
Minnesota
$2K -$7.29K -124 -78%
CI
339
CX Institutional
Indiana
$2K -$800 -12 -29%
PC
340
Permanens Capital
New York
$2K – – –
LPWM
341
Lake Point Wealth Management
Texas
$2K +$471 +8 +31%
GFPC
342
Global Financial Private Capital
Florida
$1K – – –
NL
343
NWAM LLC
Washington
$367 +$367 +5,100 New
WIM
344
Westside Investment Management
California
$10 +$10 +144 New
LFGH
345
Lee Financial Group Hawaii
Hawaii
– -$8.47M -76,272 Closed
Two Sigma Investments
346
Two Sigma Investments
New York
– -$8.16M -73,464 Closed
DADC
347
D.A. Davidson & Co
Montana
– -$8.11M -72,948 Closed
LFA
348
Legend Financial Advisors
Pennsylvania
– -$7.91M -71,216 Closed
MAP
349
Milestone Advisory Partners
North Carolina
– -$5.87M -52,872 Closed
MWM
350
MinichMacGregor Wealth Management
New York
– -$5.48M -49,380 Closed
12 13
14
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