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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 %
NA
101
NewEdge Advisors
Louisiana
$1.59M +$329K +3,298 +26%
LFAS
102
Level Four Advisory Services
Texas
$1.58M +$108K +1,082 +7%
KHLMTHM
103
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.54M +$1.54M +15,384 New
FWCM
104
Ferguson Wellman Capital Management
Oregon
$1.52M -$732K -7,340 -33%
LFM
105
Lumina Fund Management
New York
$1.5M – – –
AIC
106
Ameritas Investment Company
Nebraska
$1.48M +$1.48M +14,854 New
SFS
107
Sowell Financial Services
Arkansas
$1.45M -$29.5K -296 -2%
GVAG
108
Great Valley Advisor Group
Delaware
$1.45M +$1.4K +14 +0.1%
SB
109
Strategic Blueprint
Georgia
$1.43M +$698K +6,994 +96%
PS
110
Portfolio Strategies
New York
$1.43M -$104K -1,038 -7%
AAS
111
Avantax Advisory Services
Texas
$1.43M +$132K +1,322 +10%
AA
112
Apriem Advisors
California
$1.43M – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.42M -$27.3M -274,044 -95%
JWBC
114
J.W. Burns & Co
New York
$1.41M +$73.6K +738 +5%
PD
115
Planning Directions
Pennsylvania
$1.36M -$54.1K -542 -4%
NL
116
NVWM LLC
Pennsylvania
$1.36M -$22.4K -224 -2%
SPIA
117
Steward Partners Investment Advisory
New York
$1.35M -$1.64M -16,474 -55%
MRCM
118
M&R Capital Management
New Jersey
$1.35M +$121K +1,160 +10%
DBIA
119
Dumont & Blake Investment Advisors
New Jersey
$1.34M -$2K -20 -0.1%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.32M -$302K -3,020 -19%
GSWM
121
Golden State Wealth Management
California
$1.28M +$1.28M +12,836 New
Two Sigma Advisers
122
Two Sigma Advisers
New York
$1.28M -$5.17M -51,800 -80%
CI
123
CX Institutional
Indiana
$1.26M +$267K +2,678 +27%
APA
124
American Portfolios Advisors
New York
$1.21M +$125K +1,254 +11%
PA
125
Parallel Advisors
California
$1.21M +$12.2K +122 +1%
3 4
5
6 7