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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

333 hedge funds and large institutions have $861M invested in iShares US Aerospace & Defense ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-13
Holders Change %
-3.76%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
43
Increased
81
Reduced
141
Closed
53
Calls
$32M
Puts
$29.6M
Net Calls
+$2.42M
Net Calls Change
-$20.8M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$18.5M
2
Citigroup
2
Citigroup
New York
$15.1M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$10.2M
4
XS
4
XR Securities
Illinois
$6.05M
5
EGA
5
Eagle Global Advisors
Texas
$5.73M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
326
Resources Management Corp
Connecticut
$4K – – –
AF
327
Affiance Financial
Minnesota
$3K – – –
DTIM
328
Danda Trouve Investment Management
Kansas
$2K -$34K -340 -94%
PC
329
Permanens Capital
New York
$2K – – –
TCM
330
Tradewinds Capital Management
Washington
$2K – – –
WAS
331
Winch Advisory Services
Wisconsin
$2K +$2K +30 New
GFPC
332
Global Financial Private Capital
Florida
$1K -$1K -10 -50%
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
– -$8.14M -113,190 Closed
CS
334
Credit Suisse
Switzerland
– -$6.86M -95,418 Closed
VBFG
335
Vishria Bird Financial Group
Tennessee
– -$3.46M -48,078 Closed
SWM
336
Strategic Wealth Management
Washington
– -$3.25M -45,164 Closed
FAIM
337
Financial Advocates Investment Management
Washington
– -$1.87M -25,962 Closed
DFG
338
Demars Financial Group
Washington
– -$1.22M -16,964 Closed
SWAG
339
Spectrum Wealth Advisory Group
California
– -$1.05M -15,260 Closed
GPFA
340
Game Plan Financial Advisors
Ohio
– -$1.03M -14,326 Closed
PA
341
Pinnacle Associates
New York
– -$1.02M -14,190 Closed
LCM
342
Landscape Capital Management
New Jersey
– -$783K -10,880 Closed
BWA
343
Beam Wealth Advisors
Louisiana
– -$588K -8,182 Closed
CSM
344
CAMG Solamere Management
North Carolina
– -$551K -7,668 Closed
CWP
345
Capital Wealth Planning
Florida
– -$491K -6,824 Closed
ZIC
346
ZWJ Investment Counsel
Georgia
– -$433K -6,020 Closed
GGI
347
GPM Growth Investors
Michigan
– -$433K -6,016 Closed
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
– -$370K -5,150 Closed
NL
349
NWAM LLC
Washington
– -$367 -5,100 Closed
FFS
350
Founders Financial Securities
Maryland
– -$346K -4,816 Closed
12 13
14
15 16