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iShares US Aerospace & Defense ETF
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Overview Fund Activity

60 hedge funds and large institutions have $139M invested in iShares US Aerospace & Defense ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
14
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$5.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.1M
3
RJA
3
Raymond James & Associates
Florida
$1.5M
4
Bank of America
4
Bank of America
North Carolina
$25.9M
5
SG Americas Securities
5
SG Americas Securities
New York
$968K

Top Sellers

1
Citigroup
1
Citigroup
New York
$887K
2
BTS
2
BB&T Securities
Virginia
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.43M
5
SWM
5
Strategic Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Narwhal Capital Management
Georgia
$573K -$172K -3,000 -23%
WA
27
WESPAC Advisors
California
$546K +$344 +6 +0.1%
PHS
28
Pekin Hardy Strauss
Illinois
$546K +$546K +9,522 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$494K +$58.1K +1,014 +13%
NPC
30
National Planning Corporation
California
$486K – – –
LSA
31
L & S Advisors
California
$469K +$469K +8,174 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$447K -$253K -4,424 -36%
RIG
33
Renaissance Investment Group
Massachusetts
$386K +$20.1K +350 +5%
PAM
34
PVG Asset Management
Colorado
$377K +$377K +6,570 New
CCMH
35
Cornerstone Capital Management Holdings
New York
$372K -$511K -8,912 -58%
DC
36
Davenport & Co
Virginia
$323K – – –
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$319K – – –
SA
38
Strategic Advisors
New York
$252K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$239K -$14.6K -254 -6%
MG
40
MDE Group
New Jersey
$234K -$115K -2,000 -33%
B
41
Baird
Wisconsin
$209K -$19.4K -338 -8%
SI
42
Stephens Inc
Arkansas
$204K +$204K +3,560 New
MFS
43
MSI Financial Services
Massachusetts
$161K +$149K +2,600 +1,238%
BPBT
44
Boston Private Bank & Trust
Massachusetts
$132K +$33.6K +586 +34%
OIA
45
Optimum Investment Advisors
Illinois
$112K – – –
KIG
46
Kessler Investment Group
Indiana
$33K – – –
LWA
47
Lowe Wealth Advisors
Maryland
$26K +$26K +460 New
VIA
48
Vantage Investment Advisors
Pennsylvania
$19K – – –
TCOV
49
Trust Company of Vermont
Vermont
$17K – – –
Creative Planning
50
Creative Planning
Kansas
$17K +$16.3K +280 +2,333%
1
2
3