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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

416 hedge funds and large institutions have $1.84B invested in iShares US Aerospace & Defense ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 144 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+38
Holders Change %
+10.05%
% of All Funds
8.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
83
Increased
144
Reduced
116
Closed
36
Calls
$27.3M
Puts
$26.2M
Net Calls
+$1.15M
Net Calls Change
-$1.03M

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$22.6M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$28.9M
3
Truist Financial
3
Truist Financial
North Carolina
$16.6M
4
EWA
4
Evolution Wealth Advisors
Florida
$10.8M
5
CS
5
Credit Suisse
Switzerland
$12.4M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$48.4M
2
Wells Fargo
2
Wells Fargo
California
$88.4M
3
HF
3
HRT Financial
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
351
Selective Wealth Management
Virginia
$56K -$38.1K -346 -41%
RCG
352
Ruggie Capital Group
Florida
$55K -$1.01M -9,112 -95%
VFA
353
Valeo Financial Advisors
Indiana
$54K +$26.8K +240 +98%
HPC
354
HM Payson & Co
Maine
$47K – – –
CWP
355
CFM Wealth Partners
Texas
$47K +$47K +400 New
FWP
356
FAS Wealth Partners
Kansas
$46K +$46K +416 New
AF
357
Advisornet Financial
Minnesota
$45K +$7.32K +66 +19%
BW
358
Bison Wealth
Georgia
$45K +$45K +406 New
JCM
359
Jacobi Capital Management
Pennsylvania
$44K +$222 +2 +0.5%
SL
360
Savior LLC
Massachusetts
$44K +$44K +400 New
OPS
361
Orion Portfolio Solutions
Nebraska
$43K +$43K +390 New
GWMIA
362
Global Wealth Management Investment Advisory
Florida
$42K +$41.6K +370 +9,250%
DTIM
363
Danda Trouve Investment Management
Kansas
$42K +$42K +376 New
MF
364
Manchester Financial
California
$39K +$39K +350 New
APW
365
Acima Private Wealth
Virginia
$37K – – –
AWA
366
Arkadios Wealth Advisors
Georgia
$35.1K +$35.1K +294 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$34K – – –
TCOV
368
Trust Company of Vermont
Vermont
$33K – – –
PWMG
369
Prestige Wealth Management Group
New Jersey
$32K +$7.72K +70 +32%
CFG
370
Citizens Financial Group
Rhode Island
$31K -$21K -190 -40%
WB
371
Webster Bank
Connecticut
$31K -$5.31K -48 -15%
AF
372
Allworth Financial
California
$28K +$220 +2 +0.8%
SIM
373
Sonora Investment Management
Arizona
$26K -$7.62K -68 -23%
RWG
374
Regal Wealth Group
California
$26K +$26K +234 New
CMA
375
Cedar Mountain Advisors
Oregon
$25K +$25K +220 New
13 14
15
16 17