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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

331 hedge funds and large institutions have $1.76B invested in iShares US Aerospace & Defense ETF in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 134 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
7.6%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
58
Increased
134
Reduced
87
Closed
30
Calls
$14.7M
Puts
$23.4M
Net Calls
-$8.64M
Net Calls Change
-$8.64M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$103M
2
Bank of America
2
Bank of America
North Carolina
$278M
3
Morgan Stanley
3
Morgan Stanley
New York
$255M
4
LPL Financial
4
LPL Financial
California
$81.7M
5
RJA
5
Raymond James & Associates
Florida
$30.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
FPCM
3
Financial Partners Capital Management
New York
$0
4
QIM
4
Quantitative Investment Management
Virginia
$10.8M
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$1.09M +$73.5K +754 +7%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$1.08M -$11.5K -116 -1%
PA
128
Parallel Advisors
California
$1.06M +$509K +5,138 +92%
DADC
129
D.A. Davidson & Co
Montana
$1.01M +$1.01M +10,230 New
LFPWM
130
Leicht Financial Planning & Wealth Management
New Jersey
$1.01M -$300K -3,064 -23%
TC
131
Trilogy Capital
California
$1.01M +$1.01M +10,182 New
MRCM
132
M&R Capital Management
New Jersey
$988K – – –
DG
133
Delek Group
Israel
$962K +$709K +7,160 +281%
SG
134
Somerset Group
Minnesota
$952K -$28.5K -288 -3%
FLI
135
Family Legacy Inc
South Carolina
$948K -$81.9K -828 -8%
EA
136
Edge Advisors
Georgia
$936K +$198 +2 +0%
BSG
137
Black Swift Group
Colorado
$911K -$1.07M -10,790 -54%
JSL
138
JT Stratford LLC
Georgia
$904K +$52.5K +530 +6%
PWW
139
Pettyjohn Wood & White
Virginia
$889K +$889K +8,980 New
MC
140
Moors & Cabot
Massachusetts
$886K +$154K +1,556 +21%
SWM
141
Sequoia Wealth Management
Illinois
$869K -$105K -1,058 -11%
RE
142
RBC Europe
United Kingdom
$869K -$990 -10 -0.1%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$847K +$127K +1,274 +18%
AC
144
Avestar Capital
New York
$846K +$236K +2,442 +39%
BCP
145
Blackhawk Capital Partners
Wisconsin
$838K -$241K -2,436 -22%
BHWM
146
Bar Harbor Wealth Management
New Hampshire
$838K +$200K +2,022 +31%
BIA
147
Barry Investment Advisors
Massachusetts
$831K – – –
LNC
148
Lincoln National Corp
Pennsylvania
$776K -$499K -5,046 -39%
EFS
149
Essex Financial Services
Connecticut
$770K +$770K +7,784 New
PFS
150
Prospera Financial Services
Texas
$765K +$64.6K +654 +9%
4 5
6
7 8