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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

200 hedge funds and large institutions have $1.04B invested in iShares US Aerospace & Defense ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+15
Holders Change %
+8.11%
% of All Funds
4.99%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
34
Increased
104
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
Bank of America
2
Bank of America
North Carolina
$162M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.5M

Top Sellers

1
RTS
1
Round Table Services
New Jersey
$227K
2
CS
2
Credit Suisse
Switzerland
$0
3
Citigroup
3
Citigroup
New York
$11.8M
4
VF
4
Virtu Financial
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$3.03M -$1.41M -17,962 -32%
BFA
52
Beaumont Financial Advisors
Massachusetts
$2.97M -$264K -3,358 -8%
IA
53
IFP Advisors
Florida
$2.97M +$830K +10,548 +39%
WA
54
WESPAC Advisors
California
$2.87M +$913K +11,610 +47%
VC
55
Vicus Capital
Pennsylvania
$2.69M -$139K -1,764 -5%
WI
56
Wintrust Investments
Illinois
$2.61M +$607K +7,710 +30%
MIAN
57
Mariner Independent Advisor Network
Kansas
$2.52M +$2.16M +27,454 +593%
RCG
58
Ruggie Capital Group
Florida
$2.39M +$2.39M +30,342 New
UR
59
USCA RIA
Texas
$2.26M +$185K +2,348 +9%
Citadel Advisors
60
Citadel Advisors
Florida
$2.26M -$4.93M -62,610 -69%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$2.1M -$445K -5,656 -18%
EWA
62
EP Wealth Advisors
California
$2.08M +$2.08M +26,422 New
SI
63
Stephens Inc
Arkansas
$1.99M -$80.9K -1,028 -4%
Brown Advisory
64
Brown Advisory
Maryland
$1.93M – – –
SWP
65
Stratos Wealth Partners
Ohio
$1.87M +$647K +8,218 +53%
BPC
66
Banque Pictet & Cie
Switzerland
$1.84M +$1.84M +23,400 New
GWM
67
Geneos Wealth Management
Colorado
$1.81M +$131K +1,670 +8%
SCA
68
Snowden Capital Advisors
New York
$1.79M +$60K +762 +3%
ACP
69
Aveo Capital Partners
Colorado
$1.77M +$17K +216 +1%
BWM
70
BigSur Wealth Management
Florida
$1.74M – – –
SPIA
71
Steward Partners Investment Advisory
New York
$1.66M +$369K +4,688 +29%
NFG
72
Next Financial Group
Texas
$1.66M +$137K +1,744 +9%
TM
73
Thiel Macro
California
$1.57M – – –
KA
74
Kovack Advisors
Florida
$1.54M +$773K +9,828 +101%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.52M +$135K +1,716 +10%
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3
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