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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

249 hedge funds and large institutions have $1.5B invested in iShares US Aerospace & Defense ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 104 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+49
Holders Change %
+24.5%
% of All Funds
6.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.27%
New
62
Increased
104
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$91.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$86.8M
3
HI
Horizon Investments
North Carolina
$45.2M
4
Morgan Stanley
Morgan Stanley
New York
$205M
5
Allianz Asset Management
Allianz Asset Management
Germany
$35.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$29K
2
HWA
HCR Wealth Advisors
California
$404K
3
TRCT
Tower Research Capital (TRC)
New York
$44K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$692K
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
151
Beacon Investment Advisory Services
New Jersey
$480K +$240K +2,692 +100%
MC
152
Moors & Cabot
Massachusetts
$477K +$206K +2,310 +76%
RIG
153
Renaissance Investment Group
Massachusetts
$475K – – –
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$154K +1,692 +50%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$461K +$139K +1,560 +43%
Comerica Bank
156
Comerica Bank
Texas
$449K +$449K +4,978 New
CA
157
Cornerstone Advisory
Maryland
$445K – – –
LNC
158
Lincoln National Corp
Pennsylvania
$442K +$116K +1,300 +35%
BRC
159
Bell Rock Capital
Delaware
$433K +$9.79K +110 +2%
HWA
160
HCR Wealth Advisors
California
$404K -$22.6M -299,500 -98%
AIP
161
Ahrens Investment Partners
Louisiana
$402K -$61.4K -690 -13%
IFS
162
Ifrah Financial Services
Arkansas
$392K +$392K +4,400 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$391K +$101K +1,130 +35%
RJT
164
Raymond James Trust
Florida
$385K +$93.5K +1,050 +32%
NCM
165
Narwhal Capital Management
Georgia
$374K -$62.3K -700 -14%
VWA
166
V Wealth Advisors
Kansas
$370K +$310K +3,482 +512%
SFA
167
Sequoia Financial Advisors
Ohio
$369K +$369K +4,140 New
WA
168
WealthTrust-Arizona
Arizona
$368K +$199K +2,230 +117%
OIA
169
Optimum Investment Advisors
Illinois
$361K +$361K +4,052 New
TCM
170
Traynor Capital Management
Pennsylvania
$356K – – –
NEIRG
171
New England Investment & Retirement Group
Massachusetts
$356K +$43.8K +492 +14%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$346K -$30.2K -340 -8%
PBT
173
Pictet Bank & Trust
Bahamas
$342K – – –
SDJVC
174
St. Denis J. Villere & Co
Louisiana
$338K +$338K +3,800 New
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$334K +$320K +3,290 +2,350%
5 6
7
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