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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

326 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
7.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
43
Increased
125
Reduced
96
Closed
45
Calls
$15.4M
Puts
$51.7M
Net Calls
-$36.3M
Net Calls Change
-$27.7M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$270M
3
CWM
3
Cornerstone Wealth Management
Missouri
$11.7M
4
Citigroup
4
Citigroup
New York
$16.9M
5
CS
5
Credit Suisse
Switzerland
$15.6M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$33.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
351
Griffin Asset Management
New York
– -$203K -2,048 Closed
BIAS
352
Beacon Investment Advisory Services
New Jersey
– -$201K -2,026 Closed
BWM
353
Biltmore Wealth Management
Arizona
– -$200K -2,020 Closed
GT
354
Glenmede Trust
Pennsylvania
– -$188K -2,000 Closed
CCA
355
Clearwater Capital Advisors
Illinois
– -$73K -742 Closed
APP
356
Avantax Planning Partners
Iowa
– -$67K -674 Closed
BFC
357
Bedel Financial Consulting
Indiana
– -$41K -416 Closed
VCM
358
Virtue Capital Management
Tennessee
– -$39K -384 Closed
ZB
359
Zions Bancorporation
Utah
– -$38K -384 Closed
WCM
360
Whitener Capital Management
North Carolina
– -$35K -360 Closed
1IA
361
1834 Investment Advisors
Wisconsin
– -$25K -256 Closed
MGIA
362
Moneta Group Investment Advisors
Missouri
– -$25K -250 Closed
PCG
363
Private Capital Group
Connecticut
– -$25K -248 Closed
GI
364
Gradient Investments
Minnesota
– -$17K -172 Closed
PGWM
365
Parisi Gray Wealth Management
New Jersey
– -$14K -138 Closed
NC
366
NewSquare Capital
Pennsylvania
– -$11K -114 Closed
SFSIG
367
San Francisco Sentry Investment Group
California
– -$11K -110 Closed
CFD
368
Creative Financial Designs
Indiana
– -$7K -70 Closed
FC
369
Ferris Capital
Massachusetts
– -$4K -40 Closed
GFP
370
Gryphon Financial Partners
Ohio
– -$2K -16 Closed
AIM
371
Advantage Investment Management
Iowa
– -$1K -14 Closed
11 12 13 14
15