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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 %
SI
76
Stephens Inc
Arkansas
$2.11M -$141K -1,584 -6%
FMBTD
77
First Midwest Bank Trust Division
Illinois
$2.06M +$2.06M +23,100 New
NFG
78
Next Financial Group
Texas
$2.04M +$128K +1,404 +7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$2M +$281K +3,156 +16%
SPIA
80
Steward Partners Investment Advisory
New York
$1.96M +$84.2K +946 +4%
GWM
81
Geneos Wealth Management
Colorado
$1.88M -$159K -1,794 -8%
LFPWM
82
Leicht Financial Planning & Wealth Management
New Jersey
$1.82M -$2.69M -29,492 -60%
BWM
83
BigSur Wealth Management
Florida
$1.79M -$44.5K -500 -2%
TM
84
Thiel Macro
California
$1.78M – – –
SPC
85
Sigma Planning Corp
Michigan
$1.77M +$337K +3,784 +23%
Creative Planning
86
Creative Planning
Kansas
$1.74M +$199K +2,234 +13%
EWA
87
EP Wealth Advisors
California
$1.74M -$616K -6,922 -26%
SWM
88
Segment Wealth Management
Texas
$1.66M +$42.2K +474 +3%
BHB
89
Bank Hapoalim BM
Israel
$1.62M +$110K +1,234 +7%
PIM
90
Parker Investment Management
California
$1.61M +$1.61M +18,086 New
KA
91
Kovack Advisors
Florida
$1.58M -$160K -1,798 -9%
SC
92
Scotia Capital
Ontario, Canada
$1.57M +$112K +1,254 +8%
IFA
93
Interactive Financial Advisors
Illinois
$1.5M +$561K +6,300 +60%
CS
94
Credit Suisse
Switzerland
$1.48M +$1.48M +16,674 New
Goldman Sachs
95
Goldman Sachs
New York
$1.46M -$2.31M -25,994 -61%
WC
96
Wexford Capital
Florida
$1.43M +$1.43M +16,032 New
MCM
97
MAI Capital Management
Ohio
$1.42M +$356 +4 +0%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$1.4M -$23.2K -260 -2%
DBIA
99
Dumont & Blake Investment Advisors
New Jersey
$1.37M +$2.67K +30 +0.2%
BAM
100
Belpointe Asset Management
Nevada
$1.35M +$1.35M +15,130 New
2 3
4
5 6