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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

101 hedge funds and large institutions have $335M invested in iShares US Aerospace & Defense ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
18
Increased
38
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$12.5M
2
Bank of America
2
Bank of America
North Carolina
$82.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.5M
4
KP
4
Keel Point
Alabama
$5.11M
5
Wells Fargo
5
Wells Fargo
California
$27.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26M
2
HI
2
Horizon Investments
North Carolina
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
FFS
4
Founders Financial Securities
Maryland
$0
5
BCM
5
Barometer Capital Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$2.3M -$8.91K -138 -0.4%
PAG
27
Private Advisor Group
New Jersey
$2.17M +$840K +13,084 +63%
Ameriprise
28
Ameriprise
Minnesota
$2.05M +$1.15M +17,812 +129%
SI
29
Stephens Inc
Arkansas
$1.94M +$1.7M +26,268 +693%
Brown Advisory
30
Brown Advisory
Maryland
$1.67M +$4K +62 +0.2%
CS
31
Credit Suisse
Switzerland
$1.65M +$1.65M +25,580 New
AG
32
Advisor Group
Arizona
$1.46M +$396K +6,142 +37%
MFS
33
MSI Financial Services
Massachusetts
$1.46M -$376K -5,818 -20%
VFA
34
Voya Financial Advisors
Connecticut
$1.35M -$53.3K -830 -4%
Stifel Financial
35
Stifel Financial
Missouri
$1.33M -$148K -2,290 -10%
TRCT
36
Tower Research Capital (TRC)
New York
$1.29M -$2.15M -33,306 -63%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.26M -$51.5M -798,640 -98%
SCA
38
Snowden Capital Advisors
New York
$1.24M +$258 +4 +0%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$1.22M +$102K +1,574 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.12M +$164K +2,542 +17%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$971K +$10.1K +156 +1%
DBIA
42
Dumont & Blake Investment Advisors
New Jersey
$962K +$646 +10 +0.1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$927K +$195K +3,022 +27%
CA
44
Cetera Advisors
Colorado
$922K +$84.1K +1,300 +10%
CPC
45
Cookson Peirce & Co
Pennsylvania
$804K -$65.8K -1,020 -8%
UR
46
USCA RIA
Texas
$804K – – –
NPC
47
National Planning Corporation
California
$723K +$87.3K +1,342 +14%
WAS
48
WESPAC Advisors SoCal
California
$699K – – –
BIA
49
Barry Investment Advisors
Massachusetts
$669K – – –
SFG
50
StrategIQ Financial Group
Indiana
$616K -$25.4K -394 -4%
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