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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $823M invested in iShares US Aerospace & Defense ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 156 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-70
Holders Change %
-16.83%
% of All Funds
7.64%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.11%
New
49
Increased
84
Reduced
156
Closed
111
Calls
$44.1M
Puts
$20.9M
Net Calls
+$23.2M
Net Calls Change
+$22.1M

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.14M
2
MM
2
Main Management
California
$4.19M
3
Lido Advisors
3
Lido Advisors
California
$3.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$3.16M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
AssetMark Inc
2
AssetMark Inc
California
$8K
3
Bank of America
3
Bank of America
North Carolina
$173M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.92M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
426
Ausdal Financial Partners
Iowa
– -$210K -1,812 Closed
MIM
427
Marco Investment Management
Georgia
– -$200K -1,802 Closed
DI
428
Diligent Investors
California
– -$200K -1,800 Closed
JAWM
429
J. Arnold Wealth Management
Ohio
– -$196K -1,770 Closed
PWM
430
Perigon Wealth Management
California
– -$203K -1,760 Closed
RAM
431
Riggs Asset Management
Pennsylvania
– -$145K -1,302 Closed
IFWM
432
Institute for Wealth Management
Colorado
– -$138K -1,244 Closed
TCWM
433
Total Clarity Wealth Management
Illinois
– -$132K -1,186 Closed
PCM
434
Prelude Capital Management
New York
– -$109K -986 Closed
CLOS
435
Compagnie Lombard Odier SCmA
Switzerland
– -$102K -920 Closed
IWA
436
Intercontinental Wealth Advisors
Texas
– -$105K -890 Closed
MWM
437
Maltin Wealth Management
New Jersey
– -$98K -880 Closed
FPS
438
Fieldpoint Private Securities
Connecticut
– -$74K -666 Closed
PCA
439
Peddock Capital Advisors
Massachusetts
– -$71K -640 Closed
VCM
440
Vigilant Capital Management
Maine
– -$61K -546 Closed
RCG
441
Ruggie Capital Group
Florida
– -$55K -494 Closed
JCM
442
Jacobi Capital Management
Pennsylvania
– -$44K -396 Closed
PMFA
443
Plante Moran Financial Advisors
Michigan
– -$34K -306 Closed
CFG
444
Citizens Financial Group
Rhode Island
– -$31K -280 Closed
RWG
445
Regal Wealth Group
California
– -$26K -234 Closed
TI
446
tru Independence
Oregon
– -$14K -200 Closed
DY
447
Dowling & Yahnke
California
– -$19K -170 Closed
TF
448
TimeScale Financial
Massachusetts
– -$16K -152 Closed
SIC
449
Samalin Investment Counsel
New York
– -$14K -130 Closed
AC
450
Asio Capital
Kentucky
– -$13 -120 Closed
15 16 17
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