iShares US Aerospace & Defense ETF
46 hedge funds and large institutions have $107M invested in iShares US Aerospace & Defense ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
48% more capital invested
Capital invested by funds: $72.3M → $107M (+$34.7M)
35% more funds holding
Funds holding: 34 → 46 (+12)
6% less ownership
Funds ownership: 72.95% → 66.95% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.48M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.83M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.79M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.67M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$2.68M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$885K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$590K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$571K |
| 5 |
VAM
Visionary Asset Management
Houston,
Texas
|
-$361K |
ITA Hedge Fund Activity: Q4 2013 in Review
46 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2013, worth a combined $107M — up 48% from $72.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ITA positions and 3 closed out — a net gain of 13 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.48M. The largest seller was Pacific Financial Group, cutting an estimated $2.68M.
- 46 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2013, up from 34 in Q3 2013.
- Funds reported $107M of iShares US Aerospace & Defense ETF stock for Q4 2013, up 48% quarter-over-quarter.
- 16 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2013 and 3 closed out, a net change of +13 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2013 was Morgan Stanley, an estimated $5.48M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2013 was Pacific Financial Group, an estimated $2.68M sold.
Based on aggregated 13F filings for Q4 2013.