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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

68 hedge funds and large institutions have $252M invested in iShares US Aerospace & Defense ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
27
Reduced
8
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Sandler Capital Management
New York
$25M
2
Bank of America
2
Bank of America
North Carolina
$43.7M
3
Wells Fargo
3
Wells Fargo
California
$28.7M
4
Jane Street
4
Jane Street
New York
$9.27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$0
2
TH
2
Timber Hill
Connecticut
$0
3
NYLIM
3
New York Life Investment Management
New York
$0
4
PHS
4
Pekin Hardy Strauss
Illinois
$0
5
LSA
5
L & S Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Baird
Wisconsin
$203K -$22.6K -366 -10%
AP
52
Advisors Preferred
Maryland
$189K +$189K +3,054 New
BPBT
53
Boston Private Bank & Trust
Massachusetts
$142K – – –
OIA
54
Optimum Investment Advisors
Illinois
$121K – – –
Creative Planning
55
Creative Planning
Kansas
$45K +$26.8K +428 +147%
LWA
56
Lowe Wealth Advisors
Maryland
$28K – – –
VIA
57
Vantage Investment Advisors
Pennsylvania
$20K – – –
TCOV
58
Trust Company of Vermont
Vermont
$19K – – –
BRWM
59
B. Riley Wealth Management
Tennessee
$16K +$11.6K +190 +264%
AA
60
AlphaMark Advisors
Kentucky
$15K +$15K +250 New
WA
61
WFG Advisors
Texas
$12K +$12K +200 New
AIM
62
Advantage Investment Management
Iowa
$10K +$10K +168 New
IWM
63
Integrated Wealth Management
California
$10K +$10K +174 New
GWM
64
Gupta Wealth Management
California
$6K +$6K +100 New
Canada Life
65
Canada Life
Manitoba, Canada
$4K +$1.33K +22 +50%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +58 New
CCS
67
Crosspoint Capital Strategies
California
$2K +$2K +30 New
CG
68
Colony Group
Massachusetts
– -$5.66M -98,760 Closed
TH
69
Timber Hill
Connecticut
– -$2.58M -44,938 Closed
NYLIM
70
New York Life Investment Management
New York
– -$1.77M -30,770 Closed
PHS
71
Pekin Hardy Strauss
Illinois
– -$546K -9,522 Closed
LSA
72
L & S Advisors
California
– -$469K -8,174 Closed
PAM
73
PVG Asset Management
Colorado
– -$377K -6,570 Closed
CCMH
74
Cornerstone Capital Management Holdings
New York
– -$372K -6,490 Closed
Nuveen Asset Management
75
Nuveen Asset Management
Illinois
– -$319K -5,570 Closed
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