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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

326 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
7.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
43
Increased
125
Reduced
96
Closed
45
Calls
$15.4M
Puts
$51.7M
Net Calls
-$36.3M
Net Calls Change
-$27.7M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$43.7M
2
Morgan Stanley
Morgan Stanley
New York
$270M
3
CWM
Cornerstone Wealth Management
Missouri
$11.7M
4
Citigroup
Citigroup
New York
$16.9M
5
CS
Credit Suisse
Switzerland
$15.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$33.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
$0
3
NCM
Niemann Capital Management
Nevada
$0
4
Bessemer Group
Bessemer Group
New Jersey
$0
5
UCFA
United Capital Financial Advisors
Texas
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
126
Global Financial Private Capital
Florida
$1.02M -$237K -2,468 -19%
MRCM
127
M&R Capital Management
New Jersey
$999K +$38.5K +400 +4%
APA
128
American Portfolios Advisors
New York
$998K -$511K -5,314 -34%
CF
129
Centaurus Financial
California
$995K +$478K +4,966 +92%
VA
130
Valmark Advisers
Ohio
$983K +$421K +4,376 +75%
TC
131
Trilogy Capital
California
$977K -$2.69K -28 -0.3%
BRC
132
Bell Rock Capital
Delaware
$973K -$473K -4,884 -33%
LFPWM
133
Leicht Financial Planning & Wealth Management
New Jersey
$958K -$41.8K -432 -4%
FLI
134
Family Legacy Inc
South Carolina
$951K +$28.9K +300 +3%
HCM
135
Hamlin Capital Management
New York
$946K -$657K -6,830 -41%
PA
136
Parallel Advisors
California
$932K -$99.1K -1,030 -10%
NFG
137
Next Financial Group
Texas
$914K -$1.81M -18,852 -66%
EA
138
Edge Advisors
Georgia
$910K – – –
PWW
139
Pettyjohn Wood & White
Virginia
$859K -$4.81K -50 -0.6%
BHWM
140
Bar Harbor Wealth Management
New Hampshire
$848K +$32.9K +342 +4%
SWM
141
Sequoia Wealth Management
Illinois
$844K -$3.1K -32 -0.4%
JSL
142
JT Stratford LLC
Georgia
$842K -$37.2K -386 -4%
PFS
143
Prospera Financial Services
Texas
$839K +$92.2K +956 +12%
BIA
144
Barry Investment Advisors
Massachusetts
$808K – – –
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$806K -$11.8K -122 -1%
TSS
146
Two Sigma Securities
New York
$799K +$799K +8,306 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$792K +$91.4K +950 +13%
VF
148
Virtu Financial
New York
$775K -$5.79M -60,140 -88%
NWP
149
Northstar Wealth Partners
Connecticut
$774K -$735K -7,642 -49%
LNC
150
Lincoln National Corp
Pennsylvania
$752K -$1.92K -20 -0.3%
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