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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

249 hedge funds and large institutions have $1.5B invested in iShares US Aerospace & Defense ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 104 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+49
Holders Change %
+24.5%
% of All Funds
6.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
62
Increased
104
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$91.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$86.8M
3
HI
Horizon Investments
North Carolina
$45.2M
4
Morgan Stanley
Morgan Stanley
New York
$205M
5
Allianz Asset Management
Allianz Asset Management
Germany
$35.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$29K
2
HWA
HCR Wealth Advisors
California
$404K
3
TRCT
Tower Research Capital (TRC)
New York
$44K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$692K
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
126
Somerset Group
Minnesota
$744K +$1.6K +18 +0.2%
CPC
127
Cookson Peirce & Co
Pennsylvania
$735K -$60.5K -680 -8%
BSW
128
Buckingham Strategic Wealth
Missouri
$716K +$6.59K +74 +0.9%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$692K -$3.28M -36,848 -83%
SFG
130
StrategIQ Financial Group
Indiana
$681K -$17.3K -194 -2%
NWP
131
Northstar Wealth Partners
Connecticut
$674K +$162K +1,780 +32%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$654K -$316K -3,556 -33%
OAM
133
Oppenheimer Asset Management
New York
$630K +$6.94K +78 +1%
PFS
134
Prospera Financial Services
Texas
$625K +$154K +1,710 +33%
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$622K -$39.5K -444 -6%
WDL
136
Well Done LLC
Michigan
$617K -$8.19K -92 -1%
CB
137
Commerce Bank
Missouri
$591K +$12.5K +140 +2%
MAS
138
Madden Advisory Services
Florida
$585K +$10.7K +120 +2%
GFPC
139
Global Financial Private Capital
Florida
$585K +$585K +6,568 New
LFAS
140
Level Four Advisory Services
Texas
$579K +$210K +2,360 +57%
MHS
141
M Holdings Securities
Oregon
$561K +$28.5K +320 +5%
WAS
142
WESPAC Advisors SoCal
California
$555K – – –
CA
143
Commerzbank Aktiengesellschaft
Germany
$546K +$546K +6,128 New
VWM
144
Venturi Wealth Management
Texas
$541K +$541K +6,000 New
DC
145
Davenport & Co
Virginia
$520K +$890 +10 +0.2%
CPP
146
Crow Point Partners
Massachusetts
$514K +$514K +5,748 New
KeyBank National Association
147
KeyBank National Association
Ohio
$512K – – –
MLIC
148
Mandatum Life Insurance Company
Finland
$507K -$54.8K -616 -10%
CFP
149
Cornerstone Financial Partners
North Carolina
$492K +$77.9K +880 +19%
PA
150
Parallel Advisors
California
$480K +$49K +550 +11%
4 5
6
7 8