ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

158 hedge funds and large institutions have $662M invested in iShares US Aerospace & Defense ETF in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+57
Holders Change %
+56.44%
% of All Funds
3.96%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
70
Increased
58
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$98.3M
3
Bank of America
3
Bank of America
North Carolina
$127M
4
Citigroup
4
Citigroup
New York
$24.1M
5
Wells Fargo
5
Wells Fargo
California
$50.9M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$11.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$8.01M
3
TRCT
3
Tower Research Capital (TRC)
New York
$199K
4
MG
4
Mather Group
Illinois
$12.6M
5
VC
5
Vicus Capital
Pennsylvania
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$662K 9,424 +9,424 New
EA
77
Edge Advisors
Georgia
$632K 9,000 +9,000 New
CIBC World Market
78
CIBC World Market
Ontario, Canada
$606K 8,618 -10,240 -54%
SFG
79
StrategIQ Financial Group
Indiana
$585K 8,332 -1,216 -13%
Creative Planning
80
Creative Planning
Kansas
$585K 8,330 +2,790 +50%
SG
81
Somerset Group
Minnesota
$583K 8,298 -454 -5%
SWP
82
Stratos Wealth Partners
Ohio
$559K 7,956 +7,956 New
WDL
83
Well Done LLC
Michigan
$514K 7,320 -1,850 -20%
WAS
84
WESPAC Advisors SoCal
California
$500K 7,110 -3,720 -34%
CAN
85
Cetera Advisor Networks
California
$457K 6,464 -410 -6%
DC
86
Davenport & Co
Virginia
$422K 6,010 +280 +5%
EFS
87
Essex Financial Services
Connecticut
$415K 5,906 +5,906 New
RIG
88
Renaissance Investment Group
Massachusetts
$398K 5,662 -110 -2%
PFS
89
Prospera Financial Services
Texas
$380K 5,330 +5,330 New
IIA
90
IPG Investment Advisors
California
$379K 5,400 +5,400 New
EDRH
91
Edmond de Rothschild Holding
Switzerland
$373K 5,296 +5,296 New
FPCP
92
Fort Point Capital Partners
California
$368K 5,208 +4 +0.1%
NCM
93
Narwhal Capital Management
Georgia
$344K 4,900 – –
Bank of New York Mellon
94
Bank of New York Mellon
New York
$341K 4,850 +4,850 New
MC
95
Moors & Cabot
Massachusetts
$334K 4,770 +4,770 New
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$327K 4,660 +4,660 New
KA
97
Kovack Advisors
Florida
$318K 4,534 +4,534 New
RG
98
Rathbones Group
United Kingdom
$316K 4,500 +4,500 New
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$305K 4,348 +4,348 New
CWM
100
Cornerstone Wealth Management
Missouri
$304K 4,270 +222 +5%
2 3
4
5 6