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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$93.6M
2
Bank of America
Bank of America
North Carolina
$297M
3
SCM
Sandler Capital Management
New York
$10M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
Morgan Stanley
New York
$217M
3
HWA
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
351
Bruderman Asset Management
New York
$10K – – –
EWM
352
Elmwood Wealth Management
California
$10K – – –
MIM
353
Macroview Investment Management
Maryland
$10K – – –
OWD
354
Osborn Williams & Donohoe
Ohio
$10K +$10K +96 New
KTC
355
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
CH
356
Canton Hathaway
Rhode Island
$9K – – –
EDRH
357
Edmond de Rothschild Holding
Switzerland
$8K -$103K -1,030 -93%
CFA
358
Carroll Financial Associates
North Carolina
$8K – – –
AWM
359
AllSquare Wealth Management
New York
$7K – – –
IF
360
Ironwood Financial
Arizona
$6K – – –
SHJ
361
Sharkey, Howes & Javer
Colorado
$6K – – –
CAGAS
362
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
SAM
363
Shamrock Asset Management
Texas
$5K -$221K -2,030 -98%
SBL
364
Sargent Bickham Lagudis
Colorado
$5K – – –
MSA
365
Marino Stram & Associates
Massachusetts
$5K – – –
WT
366
Whittier Trust
California
$5K +$192 +2 +4%
EWM
367
Executive Wealth Management
Michigan
$5K +$5K +48 New
DWM
368
Destination Wealth Management
California
$5K +$5K +48 New
AA
369
Advisory Alpha
Michigan
$4.97K +$4.97K +48 New
JPLA
370
Joseph P. Lucia & Associates
New York
$3.94K +$3.94K +1,594,312 New
FPS
371
Fieldpoint Private Securities
Connecticut
$3K – – –
Koshinski Asset Management
372
Koshinski Asset Management
Illinois
$2.08K -$113 -1,132 -5%
OFS
373
Orrstown Financial Services
Pennsylvania
$2K – – –
PC
374
Permanens Capital
New York
$2K +$2K +24 New
AF
375
Advisornet Financial
Minnesota
$1K – – –
13 14
15
16 17