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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.82B invested in iShares US Aerospace & Defense ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 141 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
8.3%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
47
Increased
141
Reduced
107
Closed
44
Calls
$20.5M
Puts
$18.4M
Net Calls
+$2.18M
Net Calls Change
-$2.78M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$78.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.4M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$8.97M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$315K
2
EWA
2
Evolution Wealth Advisors
Florida
$0
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$67K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CS
5
Credit Suisse
Switzerland
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
351
TimeScale Financial
Massachusetts
$17K – – –
DAM
352
Delta Asset Management
Tennessee
$16K – – –
HWA
353
Heritage Wealth Advisors
Virginia
$15K – – –
WCM
354
Whitener Capital Management
North Carolina
$15K – – –
FGAM
355
Financial Gravity Asset Management
Texas
$14K -$29.1K -258 -68%
HS
356
Horan Securities
United States
$14K – – –
CB
357
Community Bank
New York
$13K – – –
MIM
358
Macroview Investment Management
Maryland
$11K -$702 -6 -6%
RP
359
Rice Partnership
Hawaii
$11K – – –
CAL
360
Capital Analysts LLC
Pennsylvania
$11K – – –
1NWS
361
1 North Wealth Services
Maryland
$11K +$11K +100 New
CAN
362
Claraphi Advisory Network
United States
$10K +$10K +88 New
EDRH
363
Edmond de Rothschild Holding
Switzerland
$9K – – –
AWM
364
AllSquare Wealth Management
New York
$8K – – –
IF
365
Ironwood Financial
Arizona
$7K – – –
CAGAS
366
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
UBS AM
367
UBS AM
Illinois
$6.74K – – –
WT
368
Whittier Trust
California
$6K – – –
FM
369
Family Management
New York
$5K -$5K -48 -50%
CI
370
CX Institutional
Indiana
$5K -$4.05K -34 -45%
SAM
371
Shamrock Asset Management
Texas
$5K – – –
CDIA
372
Capital Directions Investment Advisors
Georgia
$5K +$5K +42 New
EWM
373
Elmwood Wealth Management
California
$4K -$6.89K -62 -63%
PC
374
Permanens Capital
New York
$3K – – –
GFPC
375
Global Financial Private Capital
Florida
$2K -$2.2K -22 -52%
13 14
15
16 17