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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

331 hedge funds and large institutions have $1.76B invested in iShares US Aerospace & Defense ETF in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 134 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
7.6%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
58
Increased
134
Reduced
87
Closed
30
Calls
$14.7M
Puts
$23.4M
Net Calls
-$8.64M
Net Calls Change
-$8.64M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$103M
2
Bank of America
2
Bank of America
North Carolina
$278M
3
Morgan Stanley
3
Morgan Stanley
New York
$255M
4
LPL Financial
4
LPL Financial
California
$81.7M
5
RJA
5
Raymond James & Associates
Florida
$30.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
FPCM
3
Financial Partners Capital Management
New York
$0
4
QIM
4
Quantitative Investment Management
Virginia
$10.8M
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
MinichMacGregor Wealth Management
New York
$5.39M -$218K -2,198 -4%
SCA
52
Snowden Capital Advisors
New York
$5.33M +$173K +1,746 +3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$4.94M +$164K +1,660 +3%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$4.81M +$3.9M +39,370 +427%
MP
55
Manifold Partners
California
$4.69M -$471K -4,760 -9%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63M -$235K -2,378 -5%
WI
57
Wintrust Investments
Illinois
$4.62M +$57.8K +584 +1%
PAG
58
Private Advisor Group
New Jersey
$4.59M +$1.76M +17,764 +62%
SWM
59
Strategic Wealth Management
Washington
$4.52M – – –
SPIA
60
Steward Partners Investment Advisory
New York
$4.47M -$493K -4,986 -10%
IA
61
IFP Advisors
Florida
$4.43M – – –
MA
62
Mutual Advisors
Nebraska
$4.42M +$727K +7,346 +20%
ACM
63
Ashford Capital Management
Delaware
$4.4M +$313K +3,162 +8%
CGA
64
Crescent Grove Advisors
Illinois
$4.23M -$188K -1,904 -4%
CCMG
65
Clark Capital Management Group
Pennsylvania
$4.05M +$1.22M +12,314 +43%
BHB
66
Bank Hapoalim BM
Israel
$3.88M +$1.97M +19,908 +103%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$3.76M +$1.48M +14,956 +65%
BPC
68
Banque Pictet & Cie
Switzerland
$3.6M – – –
WA
69
WESPAC Advisors
California
$3.56M +$1.49M +15,042 +72%
RCG
70
Ruggie Capital Group
Florida
$3.53M +$225K +2,274 +7%
FMP
71
Financial Management Professionals
Texas
$3.51M +$12.5K +126 +0.4%
MAP
72
Milestone Advisory Partners
North Carolina
$3.26M -$187K -1,892 -5%
IFA
73
Interactive Financial Advisors
Illinois
$3.05M +$796K +8,044 +35%
SWP
74
Stratos Wealth Partners
Ohio
$2.93M +$45.9K +464 +2%
CAC
75
Certified Advisory Corp
Florida
$2.9M +$305K +3,080 +12%
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3
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