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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

249 hedge funds and large institutions have $1.5B invested in iShares US Aerospace & Defense ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 104 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+49
Holders Change %
+24.5%
% of All Funds
6.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
62
Increased
104
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$91.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$86.8M
3
HI
3
Horizon Investments
North Carolina
$45.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$205M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$35.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$29K
2
HWA
2
HCR Wealth Advisors
California
$404K
3
TRCT
3
Tower Research Capital (TRC)
New York
$44K
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$692K
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
51
Crescent Grove Advisors
Illinois
$3.96M +$289K +3,248 +8%
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$3.83M +$2.2M +24,076 +134%
WI
53
Wintrust Investments
Illinois
$3.8M +$848K +9,526 +29%
TSS
54
Two Sigma Securities
New York
$3.69M +$3.69M +41,464 New
BCM
55
Barometer Capital Management
Ontario, Canada
$3.65M -$712K -8,000 -16%
ACM
56
Ashford Capital Management
Delaware
$3.63M +$16K +180 +0.4%
PCM
57
Price Capital Management
Louisiana
$3.59M +$3.59M +40,330 New
MIAN
58
Mariner Independent Advisor Network
Kansas
$3.34M +$484K +5,440 +17%
VF
59
Virtu Financial
New York
$3.28M +$3.28M +36,824 New
FTS
60
Fifth Third Securities
Ohio
$3.18M -$962K -10,810 -23%
FMP
61
Financial Management Professionals
Texas
$3.12M +$3.12M +35,100 New
BPC
62
Banque Pictet & Cie
Switzerland
$3.1M +$1.01M +11,400 +49%
WA
63
WESPAC Advisors
California
$3.07M -$171K -1,918 -5%
BFA
64
Beaumont Financial Advisors
Massachusetts
$2.98M -$382K -4,296 -11%
RCG
65
Ruggie Capital Group
Florida
$2.95M +$252K +2,826 +9%
VC
66
Vicus Capital
Pennsylvania
$2.83M -$207K -2,324 -7%
CI
67
Cavalier Investments
Georgia
$2.79M +$1.27M +14,306 +84%
AI
68
Atria Investments
North Carolina
$2.78M +$2.78M +31,184 New
BSG
69
Black Swift Group
Colorado
$2.66M +$1.32M +14,780 +98%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$2.58M +$220K +2,478 +9%
CCMG
71
Clark Capital Management Group
Pennsylvania
$2.47M -$1.87M -21,020 -43%
SWP
72
Stratos Wealth Partners
Ohio
$2.41M +$290K +3,256 +14%
UR
73
USCA RIA
Texas
$2.26M – – –
Brown Advisory
74
Brown Advisory
Maryland
$2.18M – – –
AFNAS
75
American Financial Network Advisory Services
California
$2.15M +$2.15M +24,092 New
1 2
3
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