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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

305 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+56
Holders Change %
+22.49%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
83
Increased
120
Reduced
66
Closed
27
Calls
$6K
Puts
$8K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
QIM
Quantitative Investment Management
Virginia
$16.8M
2
Bank of America
Bank of America
North Carolina
$232M
3
DF
Donoghue Forlines
Massachusetts
$10.3M
4
AG
Advisor Group
Arizona
$23.6M
5
LPL Financial
LPL Financial
California
$66.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$16M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
3
Citigroup
Citigroup
New York
$5.06M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Sequoia Wealth Management
Illinois
$949K +$949K +9,814 New
ZIC
127
ZWJ Investment Counsel
Georgia
$941K – – –
MRCM
128
M&R Capital Management
New Jersey
$939K +$48.9K +520 +5%
DAS
129
Dynamic Advisor Solutions
Arizona
$935K +$935K +9,940 New
SG
130
Somerset Group
Minnesota
$932K +$146K +1,548 +19%
SG
131
StoneX Group
New York
$903K +$82.5K +878 +10%
EA
132
Edge Advisors
Georgia
$889K +$188 +2 +0%
ACM
133
Aviance Capital Management
Florida
$886K -$118K -1,254 -12%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$868K +$177K +1,878 +26%
RE
135
RBC Europe
United Kingdom
$827K – – –
PS
136
Portfolio Strategies
New York
$810K +$810K +8,614 New
JSL
137
JT Stratford LLC
Georgia
$809K +$12.2K +130 +2%
BIA
138
Barry Investment Advisors
Massachusetts
$790K +$188 +2 +0%
SI
139
SII Investments
Wisconsin
$730K -$175K -1,854 -19%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$698K +$285K +3,036 +69%
MC
141
Moors & Cabot
Massachusetts
$695K +$191K +2,038 +38%
MHS
142
M Holdings Securities
Oregon
$691K +$98K +1,042 +17%
ASN
143
Advisory Services Network
Georgia
$686K +$585K +6,226 +581%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$683K +$192K +2,022 +39%
CCB
145
Cutter & Co Brokerage
Missouri
$681K +$681K +7,244 New
NEPWA
146
New England Private Wealth Advisors
Massachusetts
$678K +$20.1K +214 +3%
PFS
147
Prospera Financial Services
Texas
$671K +$13.3K +140 +2%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$668K +$668K +7,100 New
RJT
149
Raymond James Trust
Florida
$658K +$251K +2,670 +62%
LFAS
150
Level Four Advisory Services
Texas
$653K +$41.2K +438 +7%
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