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iShares US Aerospace & Defense ETF
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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ICOA
101
Investment Centers of America
North Dakota
$298K +$298K +4,242 New
LSA
102
L & S Advisors
California
$296K -$89.9K -1,282 -23%
HWA
103
HCR Wealth Advisors
California
$296K +$296K +304,856 New
CFP
104
Cornerstone Financial Partners
North Carolina
$292K +$292K +4,150 New
GEM
105
Global Endowment Management
North Carolina
$281K +$281K +4,000 New
IH
106
IFC Holdings
Florida
$275K +$275K +3,896 New
PBT
107
Pictet Bank & Trust
Bahamas
$270K +$270K +3,840 New
M&T Bank
108
M&T Bank
New York
$262K +$262K +3,732 New
CWM
109
Concert Wealth Management
California
$259K -$294K -4,174 -53%
AllianceBernstein
110
AllianceBernstein
Tennessee
$259K +$259K +3,688 New
AP
111
Advisors Preferred
Maryland
$250K +$250K +3,562 New
GKWIM
112
Gerber Kawasaki Wealth & Investment Management
California
$249K +$18.5K +264 +8%
AIP
113
Ahrens Investment Partners
Louisiana
$245K +$245K +3,480 New
KeyBank National Association
114
KeyBank National Association
Ohio
$238K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$224K +$69.7K +992 +45%
SI
116
SII Investments
Wisconsin
$204K +$204K +2,882 New
TRCT
117
Tower Research Capital (TRC)
New York
$199K -$1.2M -17,110 -86%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$177K +$177K +2,510 New
FANJ
119
Financial Architects (New Jersey)
New Jersey
$176K +$176K +2,512 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$159K +$154K +2,200 +3,235%
PA
121
Parallel Advisors
California
$133K +$133K +1,890 New
BRC
122
Bell Rock Capital
Delaware
$123K +$123K +1,748 New
MFW
123
Mosaic Family Wealth
Missouri
$121K +$4.21K +60 +4%
RFM
124
Royal Fund Management
Florida
$98K +$98K +1,400 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89K +$57.2K +816 +180%
3 4
5
6 7