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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

185 hedge funds and large institutions have $888M invested in iShares US Aerospace & Defense ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
185
Holders Change
+27
Holders Change %
+17.09%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
47
Increased
77
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$93.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
UBS Group
3
UBS Group
Switzerland
$37.6M
4
LPL Financial
4
LPL Financial
California
$29.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.79M

Top Sellers

1
Citigroup
1
Citigroup
New York
$18.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$35.4M
3
Jane Street
3
Jane Street
New York
$213K
4
BS
4
Banco Santander
Spain
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
101
JT Stratford LLC
Georgia
$519K +$519K +6,980 New
WDL
102
Well Done LLC
Michigan
$517K -$27.5K -370 -5%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$512K +$275K +3,700 +116%
WAS
104
WESPAC Advisors SoCal
California
$494K -$34.9K -470 -7%
CB
105
Commerce Bank
Missouri
$483K +$483K +6,500 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$452K +$283K +3,814 +168%
EFS
107
Essex Financial Services
Connecticut
$439K – – –
NEPWA
108
New England Private Wealth Advisors
Massachusetts
$421K +$98.2K +1,322 +30%
RIG
109
Renaissance Investment Group
Massachusetts
$396K -$24.5K -330 -6%
FFEC
110
First Financial Equity Corporation
Arizona
$392K +$392K +5,288 New
DC
111
Davenport & Co
Virginia
$387K -$35.1K -500 -8%
CWM
112
Cornerstone Wealth Management
Missouri
$387K +$73.1K +994 +23%
ICOA
113
Investment Centers of America
North Dakota
$372K +$56K +752 +18%
PA
114
Parallel Advisors
California
$370K +$225K +2,944 +156%
NCM
115
Narwhal Capital Management
Georgia
$364K – – –
SI
116
SII Investments
Wisconsin
$363K +$149K +2,002 +69%
MIAN
117
Mariner Independent Advisor Network
Kansas
$344K +$344K +4,630 New
FPCP
118
Fort Point Capital Partners
California
$343K -$44.5K -598 -11%
PFS
119
Prospera Financial Services
Texas
$328K -$65.7K -890 -17%
HWA
120
HCR Wealth Advisors
California
$327K +$99 +92 +0%
CFP
121
Cornerstone Financial Partners
North Carolina
$323K +$14K +188 +5%
HFS
122
HL Financial Services
Kentucky
$322K +$322K +4,326 New
SPC
123
Sigma Planning Corp
Michigan
$306K +$306K +4,120 New
LFAS
124
Level Four Advisory Services
Texas
$305K +$305K +4,140 New
CWM
125
Concert Wealth Management
California
$301K +$41.5K +588 +16%
3 4
5
6 7