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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

185 hedge funds and large institutions have $888M invested in iShares US Aerospace & Defense ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+27
Holders Change %
+17.09%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
47
Increased
77
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$93.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
UBS Group
3
UBS Group
Switzerland
$37.6M
4
LPL Financial
4
LPL Financial
California
$29.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.79M

Top Sellers

1
Citigroup
1
Citigroup
New York
$18.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$35.4M
3
Jane Street
3
Jane Street
New York
$213K
4
BS
4
Banco Santander
Spain
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
151
Bell Rock Capital
Delaware
$88K -$41.5K -560 -32%
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$88K +$148 +2 +0.2%
MAS
153
Madden Advisory Services
Florida
$85K +$85K +1,150 New
Barclays
154
Barclays
United Kingdom
$82K – – –
AA
155
AlphaMark Advisors
Kentucky
$77K +$34.4K +460 +81%
PG
156
Patten Group
Tennessee
$66K +$66K +880 New
MWM
157
Mascoma Wealth Management
New Hampshire
$64K +$16.4K +220 +34%
FMA
158
FNY Managed Accounts
New York
$63K +$63K +850 New
WA
159
WFG Advisors
Texas
$56K +$12.9K +174 +30%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$51K +$6.75K +90 +15%
PCA
161
Peddock Capital Advisors
Massachusetts
$39K – – –
KPCM
162
Kings Point Capital Management
New York
$37K +$37K +500 New
Bessemer Group
163
Bessemer Group
New Jersey
$36K -$18.2K -244 -34%
WB
164
Webster Bank
Connecticut
$29K – – –
ASN
165
Advisory Services Network
Georgia
$24K +$24K +318 New
M
166
MOTCO
Texas
$24K +$24K +324 New
TCOV
167
Trust Company of Vermont
Vermont
$22K – – –
KF
168
Krilogy Financial
Missouri
$21K – – –
HI
169
Hudock Inc
Pennsylvania
$16K – – –
AAC
170
Asset Advisors Corp
Georgia
$15K +$15K +200 New
CAL
171
Capital Analysts LLC
Pennsylvania
$14.9K – – –
PAI
172
Pittenger & Anderson Inc
Nebraska
$11K +$11K +150 New
WIM
173
Westside Investment Management
California
$10.3K – – –
AF
174
Allworth Financial
California
$10K +$10K +128 New
HS
175
Horan Securities
United States
$9K +$9K +128 New
5 6
7
8 9