iShares US Aerospace & Defense ETF
369 hedge funds and large institutions have $1.67B invested in iShares US Aerospace & Defense ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 84 increasing their positions, 153 reducing their positions, and 61 closing their positions.
38% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 61
6.5% more ownership
Funds ownership: 69.27% → 75.77% (+6.5%)
6% more funds holding
Funds holding: 349 → 369 (+20)
9% less call options, than puts
Call options by funds: $9.37M | Put options by funds: $10.3M
13% less capital invested
Capital invested by funds: $1.92B → $1.67B (-$252M)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
45% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$291M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$32.9M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$24.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$13.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$146M |
| 2 |
AssetMark Inc
Concord,
California
|
-$75.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$26.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
ITA Hedge Fund Activity: Q4 2018 in Review
369 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2018, worth a combined $1.67B — down 13% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ITA positions and 61 closed out — a net gain of 23 holders — while 84 added to existing stakes and 153 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $291M. The largest seller was Cornerstone Wealth Management, cutting an estimated $146M.
- 369 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2018, up from 349 in Q3 2018.
- Funds reported $1.67B of iShares US Aerospace & Defense ETF stock for Q4 2018, down 13% quarter-over-quarter.
- 84 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2018 and 61 closed out, a net change of +23 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $291M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2018.