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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$93.6M
2
Bank of America
2
Bank of America
North Carolina
$297M
3
SCM
3
Sandler Capital Management
New York
$10M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
5
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$217M
3
HWA
3
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
76
Mariner Independent Advisor Network
Kansas
$2.45M -$162K -1,592 -6%
IC
77
Inscription Capital
Texas
$2.45M -$44.1K -442 -2%
Creative Planning
78
Creative Planning
Kansas
$2.45M -$232K -2,324 -9%
MCM
79
MAI Capital Management
Ohio
$2.44M -$120K -1,198 -5%
ACM
80
Ashford Capital Management
Delaware
$2.44M -$1.5M -15,054 -38%
ST
81
Spinnaker Trust
Maine
$2.33M +$32.7K +328 +1%
SPC
82
Sigma Planning Corp
Michigan
$2.21M -$136K -1,364 -6%
SWM
83
Segment Wealth Management
Texas
$2.16M +$85.8K +860 +4%
CHC
84
City Holding Co
West Virginia
$2.14M +$783K +7,850 +58%
BWM
85
BigSur Wealth Management
Florida
$2.11M – – –
MCM
86
Monument Capital Management
Virginia
$2.1M -$32.9K -330 -2%
IWM
87
IHT Wealth Management
Illinois
$2.08M +$338K +3,386 +19%
HF
88
HRT Financial
New York
$2.08M +$1.84M +18,412 +756%
Goldman Sachs
89
Goldman Sachs
New York
$2.06M -$215K -2,154 -9%
FNC
90
First National Corp
Massachusetts
$2.05M +$433K +4,334 +27%
BSW
91
Buckingham Strategic Wealth
Missouri
$2.03M -$79.4K -796 -4%
IA
92
IFG Advisory
Georgia
$1.92M +$165K +1,652 +9%
WWM
93
Western Wealth Management
Colorado
$1.92M +$241K +2,416 +14%
AFNAS
94
American Financial Network Advisory Services
California
$1.91M -$1.06M -10,798 -36%
ACM
95
Aviance Capital Management
Florida
$1.83M -$3.91M -39,156 -68%
Brown Advisory
96
Brown Advisory
Maryland
$1.8M -$211K -2,110 -10%
WS
97
Wedbush Securities
California
$1.79M +$640K +6,412 +56%
VLC
98
Van Leeuwen & Company
New Jersey
$1.72M +$295K +2,958 +21%
VC
99
Vicus Capital
Pennsylvania
$1.68M -$11K -110 -0.7%
FAAS
100
First Allied Advisory Services
California
$1.67M +$216K +2,154 +15%
2 3
4
5 6