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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

377 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
8.2%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
42
Increased
123
Reduced
137
Closed
36
Calls
$17.2M
Puts
$12.3M
Net Calls
+$4.96M
Net Calls Change
+$2.05M

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$19.7M
2
RIA
2
Realta Investment Advisors
Delaware
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.67M
4
FTS
4
Fifth Third Securities
Ohio
$4.12M
5
UBS Group
5
UBS Group
Switzerland
$60.7M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.84M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$40.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$219M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
351
Family Management
New York
$10K +$10K +96 New
EDRH
352
Edmond de Rothschild Holding
Switzerland
$9K – – –
CI
353
CX Institutional
Indiana
$8K -$1.32M -12,530 -99%
AssetMark Inc
354
AssetMark Inc
California
$8K -$3.28K -32 -29%
AWM
355
AllSquare Wealth Management
New York
$7K – – –
SHJ
356
Sharkey, Howes & Javer
Colorado
$7K – – –
CAGAS
357
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
HNB
358
Huntington National Bank
Ohio
$7K – – –
UBS AM
359
UBS AM
Illinois
$6.43K -$54K -504 -89%
IF
360
Ironwood Financial
Arizona
$6K – – –
WT
361
Whittier Trust
California
$6K – – –
GFPC
362
Global Financial Private Capital
Florida
$5K -$699K -5,870 -99%
SAM
363
Shamrock Asset Management
Texas
$5K – – –
EWM
364
Executive Wealth Management
Michigan
$5K – – –
DWM
365
Destination Wealth Management
California
$5K – – –
DWM
366
Doyle Wealth Management
Florida
$5K +$5K +50 New
MWP
367
MYCIO Wealth Partners
Pennsylvania
$4K +$4K +40 New
PC
368
Permanens Capital
New York
$3K – – –
OFS
369
Orrstown Financial Services
Pennsylvania
$2K – – –
SFA
370
Semmax Financial Advisors
North Carolina
$1K -$38.8K -466 -97%
GWMIA
371
Global Wealth Management Investment Advisory
Florida
$1K -$35.8K -286 -97%
UWM
372
USAdvisors Wealth Management
Minnesota
$333 -$132 -1,230 -28%
MWM
373
Meridian Wealth Management
Kentucky
$278 +$278 +260 New
GT
374
Glenmede Trust
Pennsylvania
$230 – – –
BRWM
375
B. Riley Wealth Management
Tennessee
$218 +$218 +2,034 New
13 14
15
16 17