iShares US Aerospace & Defense ETF
ITA
417 hedge funds and large institutions have $1.85B invested in iShares US Aerospace & Defense ETF in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 144 increasing their positions, 116 reducing their positions, and 36 closing their positions.
133% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 36
24% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 116
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
10% more funds holding
Funds holding: 378 → 417 (+39)
1.85% more ownership
Funds ownership: 66.39% → 68.24% (+1.9%)
4% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $26.2M
2% more capital invested
Capital invested by funds: $1.82B → $1.85B (+$27.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$22.8M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$20.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$16.8M |
| 4 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
+$10.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$29.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.2M |
| 3 |
HF
HRT Financial
New York
|
-$10.6M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.42M |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
-$6.17M |
ITA Hedge Fund Activity: Q4 2019 in Review
417 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2019, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ITA positions and 36 closed out — a net gain of 48 holders — while 144 added to existing stakes and 116 trimmed.
The largest buyer was Meitav Investment House, opening a new position worth an estimated $22.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $29.2M.
- 417 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2019, up from 378 in Q3 2019.
- Funds reported $1.85B of iShares US Aerospace & Defense ETF stock for Q4 2019, up 1.5% quarter-over-quarter.
- 84 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2019 and 36 closed out, a net change of +48 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2019 was Meitav Investment House, an estimated $22.8M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2019 was Migdal Insurance & Financial Holdings, an estimated $29.2M sold.
Based on aggregated 13F filings for Q4 2019.