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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

200 hedge funds and large institutions have $1.04B invested in iShares US Aerospace & Defense ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+15
Holders Change %
+8.11%
% of All Funds
4.99%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
34
Increased
104
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
Bank of America
Bank of America
North Carolina
$162M
3
MML Investors Services
MML Investors Services
Massachusetts
$11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.5M

Top Sellers

1
RTS
Round Table Services
New Jersey
$227K
2
CS
Credit Suisse
Switzerland
$0
3
Citigroup
Citigroup
New York
$11.8M
4
VF
Virtu Financial
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
126
Renaissance Investment Group
Massachusetts
$420K +$472 +6 +0.1%
PFS
127
Prospera Financial Services
Texas
$415K +$63.4K +800 +18%
AIP
128
Ahrens Investment Partners
Louisiana
$410K +$410K +5,210 New
PA
129
Parallel Advisors
California
$399K +$330 +4 +0.1%
CA
130
Cornerstone Advisory
Maryland
$393K +$78.6K +1,000 +25%
NCM
131
Narwhal Capital Management
Georgia
$386K – – –
GS
132
Girard Securities
California
$383K +$383K +4,866 New
BRC
133
Bell Rock Capital
Delaware
$374K +$281K +3,566 +300%
AW
134
ACG Wealth
Georgia
$370K +$80.8K +1,030 +28%
CFP
135
Cornerstone Financial Partners
North Carolina
$367K +$26.8K +342 +8%
FPCP
136
Fort Point Capital Partners
California
$363K – – –
HWA
137
HCR Wealth Advisors
California
$339K -$109 -98 -0%
EDRH
138
Edmond de Rothschild Holding
Switzerland
$332K +$48.1K +614 +17%
TCM
139
Traynor Capital Management
Pennsylvania
$327K +$67K +822 +26%
FA
140
FDx Advisors
Illinois
$320K -$527K -6,708 -62%
LFAS
141
Level Four Advisory Services
Texas
$305K – – –
PBT
142
Pictet Bank & Trust
Bahamas
$302K – – –
LNC
143
Lincoln National Corp
Pennsylvania
$289K -$8.65K -110 -3%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$289K +$56K +702 +24%
NEIRG
145
New England Investment & Retirement Group
Massachusetts
$276K +$276K +3,508 New
PVH
146
Psagot Value Holdings
Israel
$275K -$1.13M -14,422 -80%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$134K +1,666 +97%
KC
148
Kingfisher Capital
North Carolina
$267K +$267K +3,400 New
NA
149
NewEdge Advisors
Louisiana
$265K +$265K +3,300 New
RJT
150
Raymond James Trust
Florida
$258K +$258K +3,272 New
4 5
6
7 8