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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

333 hedge funds and large institutions have $861M invested in iShares US Aerospace & Defense ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-13
Holders Change %
-3.76%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
43
Increased
81
Reduced
141
Closed
53
Calls
$32M
Puts
$29.6M
Net Calls
+$2.42M
Net Calls Change
-$20.8M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$18.5M
2
Citigroup
Citigroup
New York
$15.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.2M
4
XS
XR Securities
Illinois
$6.05M
5
EGA
Eagle Global Advisors
Texas
$5.73M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$163M
2
Morgan Stanley
Morgan Stanley
New York
$106M
3
Osaic Holdings
Osaic Holdings
Arizona
$18.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Howard Wealth Management
Connecticut
$589K +$2.47K +30 +0.4%
BDS
127
Banco de Sabadell
Florida
$588K – – –
LWAC
128
Laurel Wealth Advisors (California)
California
$584K +$494 +6 +0.1%
ASN
129
Advisory Services Network
Georgia
$578K -$195K -2,366 -25%
PD
130
Planning Directions
Pennsylvania
$569K +$569K +6,910 New
CG
131
Cutler Group
California
$563K +$391K +4,760 +228%
LFAS
132
Level Four Advisory Services
Texas
$556K +$178K +2,168 +47%
MFS
133
Mirabella Financial Services
United Kingdom
$554K +$554K +6,724 New
GWM
134
Geneos Wealth Management
Colorado
$553K +$5.37K +68 +1%
FCA
135
FLC Capital Advisors
California
$550K +$550K +6,612 New
NRS
136
Neville Rodie & Shaw
New York
$543K -$655K -7,950 -55%
AFAS
137
Acorn Financial Advisory Services
Virginia
$540K +$27.5K +334 +5%
CA
138
Calton & Associates
Florida
$523K -$195K -2,374 -27%
BSG
139
Black Swift Group
Colorado
$511K -$989K -12,000 -66%
Principal Financial Group
140
Principal Financial Group
Iowa
$511K +$26.2K +318 +5%
MA
141
Mutual Advisors
Nebraska
$500K -$2.17M -26,376 -81%
LFGH
142
Lee Financial Group Hawaii
Hawaii
$495K +$495K +6,006 New
CA
143
Cornerstone Advisory
Maryland
$494K – – –
AWM
144
AE Wealth Management
Kansas
$488K -$762K -9,246 -61%
FWCM
145
Ferguson Wellman Capital Management
Oregon
$488K -$75.6K -918 -13%
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$488K -$35.6K -432 -7%
UCFA
147
United Capital Financial Advisors
Texas
$472K -$240K -2,916 -34%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$468K -$44K -534 -9%
Prudential Financial
149
Prudential Financial
New Jersey
$466K -$56.1K -682 -11%
CFS
150
CRA Financial Services
New Jersey
$466K +$165 +2 +0%
4 5
6
7 8