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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

369 hedge funds and large institutions have $1.67B invested in iShares US Aerospace & Defense ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 84 increasing their positions, 153 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+20
Holders Change %
+5.73%
% of All Funds
8.23%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
84
Increased
84
Reduced
153
Closed
61
Calls
$9.37M
Puts
$10.3M
Net Calls
-$913K
Net Calls Change
+$15.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$57.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
$21.8M
4
CS
Credit Suisse
Switzerland
$14.8M
5
UBS Group
UBS Group
Switzerland
$49.6M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.2M
2
AssetMark Inc
AssetMark Inc
California
$10K
3
Wells Fargo
Wells Fargo
California
$60.5M
4
Bank of America
Bank of America
North Carolina
$245M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
351
Bruderman Asset Management
New York
$9K +$9K +104 New
KTC
352
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
EWM
353
Elmwood Wealth Management
California
$8K +$8K +98 New
CFA
354
Carroll Financial Associates
North Carolina
$7K – – –
AWM
355
AllSquare Wealth Management
New York
$6K – – –
CAGAS
356
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +64 New
IF
357
Ironwood Financial
Arizona
$5K -$17.2K -200 -78%
SHJ
358
Sharkey, Howes & Javer
Colorado
$5K – – –
WT
359
Whittier Trust
California
$4K -$19.2K -240 -83%
SBL
360
Sargent Bickham Lagudis
Colorado
$4K – – –
MSA
361
Marino Stram & Associates
Massachusetts
$4K – – –
DWM
362
Doyle Wealth Management
Florida
$4K +$4K +50 New
FGC
363
Financial Gravity Companies
Texas
$3K +$3K +30 New
FPS
364
Fieldpoint Private Securities
Connecticut
$3K +$3K +34 New
RWA
365
River Wealth Advisors
Pennsylvania
$2K -$3K -30 -60%
OFS
366
Orrstown Financial Services
Pennsylvania
$2K – – –
NA
367
NewEdge Advisors
Louisiana
$1.09K +$184 +2,126 +20%
AF
368
Advisornet Financial
Minnesota
$1K -$51.3K -410 -98%
GT
369
Glenmede Trust
Pennsylvania
$186 +$186 +2,154 New
CF
370
Centaurus Financial
California
$1 +$1 +254 +6,350%
NEIRG
371
New England Investment & Retirement Group
Massachusetts
– -$9.26M -85,612 Closed
FSA
372
Financial Sense Advisors
California
– -$9.24M -85,372 Closed
Lido Advisors
373
Lido Advisors
California
– -$6.91M -63,614 Closed
MWM
374
MinichMacGregor Wealth Management
New York
– -$6.78M -62,464 Closed
AAMU
375
Amundi Asset Management US
Massachusetts
– -$6.38M -58,948 Closed
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15
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