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iShares US Aerospace & Defense ETF
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Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$93.6M
2
Bank of America
2
Bank of America
North Carolina
$297M
3
SCM
3
Sandler Capital Management
New York
$10M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
5
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$217M
3
HWA
3
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
Evolution Wealth Advisors
Florida
$8.75M +$527K +5,280 +6%
CLOS
27
Compagnie Lombard Odier SCmA
Switzerland
$8.66M +$8.6M +86,200 +14,367%
KFS
28
Kelly Financial Services
Massachusetts
$8.66M +$8.66M +86,750 New
JFM
29
Jackson Financial Management
California
$8.6M +$399K +4,000 +5%
CS
30
Credit Suisse
Switzerland
$8.01M -$9.11M -91,308 -53%
Stifel Financial
31
Stifel Financial
Missouri
$7.53M +$669K +6,698 +10%
LFA
32
Legend Financial Advisors
Pennsylvania
$7.24M +$119K +1,194 +2%
MWM
33
MinichMacGregor Wealth Management
New York
$6.95M +$6.95M +68,072 New
QIM
34
Quantitative Investment Management
Virginia
$6.93M +$2.43M +24,400 +54%
William Blair & Company
35
William Blair & Company
Illinois
$6.86M -$952K -9,544 -12%
Citigroup
36
Citigroup
New York
$6.63M -$75.2K -754 -1%
LFGH
37
Lee Financial Group Hawaii
Hawaii
$6.55M +$228K +2,282 +4%
CA
38
Cetera Advisors
Colorado
$6.02M -$1.28M -12,870 -18%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$6.01M -$298M -2,990,108 -98%
ASN
40
Advisory Services Network
Georgia
$5.8M +$4M +40,048 +222%
OC
41
Oppenheimer & Co
New York
$5.57M +$635K +6,362 +13%
CWM
42
Cornerstone Wealth Management
Missouri
$5.5M -$1.69M -5,948 -23%
DADC
43
D.A. Davidson & Co
Montana
$5.44M +$3.81M +38,174 +233%
PAG
44
Private Advisor Group
New Jersey
$5.12M -$1.13M -11,342 -18%
SCA
45
Snowden Capital Advisors
New York
$4.74M +$516K +5,166 +12%
IFA
46
Interactive Financial Advisors
Illinois
$4.6M +$139K +1,398 +3%
SWM
47
Strategic Wealth Management
Washington
$4.5M – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.39M +$12K +120 +0.3%
VBFG
49
Vishria Bird Financial Group
Tennessee
$4.28M -$94.4K -946 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$4.24M +$4.24M +42,526 New
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