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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$93.6M
2
Bank of America
2
Bank of America
North Carolina
$297M
3
SCM
3
Sandler Capital Management
New York
$10M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
5
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$217M
3
HWA
3
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
126
Discovery Capital Management
Connecticut
$1.2M +$344K +3,444 +40%
BCM
127
Barometer Capital Management
Ontario, Canada
$1.2M +$1.2M +12,000 New
SS
128
Sunbelt Securities
Texas
$1.19M – – –
UR
129
USCA RIA
Texas
$1.17M +$82K +822 +8%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$1.17M -$48.3K -484 -4%
SG
131
Somerset Group
Minnesota
$1.17M +$7.18K +72 +0.6%
WA
132
WESPAC Advisors
California
$1.17M +$476K +5,486 +69%
CGA
133
Crescent Grove Advisors
Illinois
$1.15M +$78.3K +784 +7%
HFS
134
HL Financial Services
Kentucky
$1.14M -$100K -1,002 -8%
WPSG
135
Wealth & Pension Services Group
Georgia
$1.12M +$495K +4,956 +79%
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$1.09M +$91.2K +914 +9%
FHA
137
Flagship Harbor Advisors
Massachusetts
$1.09M +$137K +1,378 +14%
NRS
138
Neville Rodie & Shaw
New York
$1.08M -$79.9K -800 -7%
RE
139
RBC Europe
United Kingdom
$1.08M – – –
FLI
140
Family Legacy Inc
South Carolina
$1.07M +$14.4K +142 +1%
VA
141
Valmark Advisers
Ohio
$1.05M +$46.1K +462 +5%
NEPWA
142
New England Private Wealth Advisors
Massachusetts
$1.04M -$385K -3,862 -27%
PA
143
Pinnacle Associates
New York
$1.03M +$1.03M +10,322 New
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M -$2.38M -23,886 -70%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$987K -$5.27M -52,820 -84%
EWA
146
EP Wealth Advisors
California
$949K -$105K -1,054 -10%
ECG
147
Edge Capital Group
Georgia
$945K +$200 +2 +0%
SG
148
StoneX Group
New York
$924K -$18K -180 -2%
FFN
149
Focus Financial Network
Minnesota
$891K +$891K +8,926 New
SGAM
150
Steinberg Global Asset Management
Florida
$874K +$310K +3,110 +55%
4 5
6
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