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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

83 hedge funds and large institutions have $309M invested in iShares US Aerospace & Defense ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+16
Holders Change %
+23.88%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
35
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$67.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$50.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$25.9M
4
LPL Financial
4
LPL Financial
California
$15.2M
5
CC
5
Chanos & Company
New York
$5.41M

Top Sellers

1
MG
1
Mather Group
Illinois
$14.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AIG
3
American International Group
New York
$1.34M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.56M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$307K +$1.18K +20 +0.4%
CAN
52
Cetera Advisor Networks
California
$300K +$300K +5,034 New
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$292K +$292K +4,952 New
Ameriprise
54
Ameriprise
Minnesota
$291K +$67.9K +1,148 +30%
CWM
55
Concert Wealth Management
California
$265K +$265K +4,496 New
SA
56
Strategic Advisors
New York
$260K – – –
GWM
57
Gupta Wealth Management
California
$245K – – –
BIAS
58
Beacon Investment Advisory Services
New Jersey
$241K – – –
MLIC
59
Mandatum Life Insurance Company
Finland
$241K +$241K +4,076 New
SG Americas Securities
60
SG Americas Securities
New York
$224K – – –
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$215K -$6.5K -110 -3%
ICAS
62
Investors Capital Advisory Services
Massachusetts
$214K +$214K +3,624 New
KeyBank National Association
63
KeyBank National Association
Ohio
$200K +$200K +3,390 New
KC
64
Kingfisher Capital
North Carolina
$118K +$118K +2,000 New
MFW
65
Mosaic Family Wealth
Missouri
$98K +$98K +1,666 New
AP
66
Advisors Preferred
Maryland
$97K +$97K +1,644 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$73K +$28.3K +482 +63%
Creative Planning
68
Creative Planning
Kansas
$70K +$52.4K +890 +297%
AFP
69
Ausdal Financial Partners
Iowa
$36K +$36K +612 New
JGIA
70
Jackson Grant Investment Advisers
Connecticut
$36K +$36K +618 New
LWA
71
Lowe Wealth Advisors
Maryland
$27K – – –
AA
72
AlphaMark Advisors
Kentucky
$25K – – –
ADL
73
Asset Dedication LLC
California
$24K +$24K +402 New
VIA
74
Vantage Investment Advisors
Pennsylvania
$20K – – –
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$20K +$14.1K +240 +240%
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