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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

369 hedge funds and large institutions have $1.67B invested in iShares US Aerospace & Defense ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 84 increasing their positions, 153 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+20
Holders Change %
+5.73%
% of All Funds
8.23%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.16%
New
84
Increased
84
Reduced
153
Closed
61
Calls
$9.37M
Puts
$10.3M
Net Calls
-$913K
Net Calls Change
+$15.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$57.5M
3
Allianz Asset Management
Allianz Asset Management
Germany
$21.8M
4
CS
Credit Suisse
Switzerland
$14.8M
5
UBS Group
UBS Group
Switzerland
$49.6M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.2M
2
AssetMark Inc
AssetMark Inc
California
$10K
3
Wells Fargo
Wells Fargo
California
$60.5M
4
Bank of America
Bank of America
North Carolina
$245M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$783K +$297K +3,438 +61%
AWM
152
AE Wealth Management
Kansas
$761K -$342K -3,954 -31%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$748K -$68.9K -798 -8%
DCM
154
Discovery Capital Management
Connecticut
$742K +$196K +2,268 +36%
BIA
155
Barry Investment Advisors
Massachusetts
$726K – – –
BDS
156
Banco de Sabadell
Florida
$711K +$95.4K +1,110 +16%
PWW
157
Pettyjohn Wood & White
Virginia
$708K -$76.9K -890 -10%
JSL
158
JT Stratford LLC
Georgia
$691K -$77.5K -896 -10%
WA
159
WESPAC Advisors
California
$687K -$3.09M -35,768 -82%
SWM
160
Sequoia Wealth Management
Illinois
$663K -$53.1K -614 -7%
CSM
161
CAMG Solamere Management
North Carolina
$662K +$310K +3,588 +88%
PFS
162
Prospera Financial Services
Texas
$647K -$489K -5,656 -43%
BHWM
163
Bar Harbor Wealth Management
New Hampshire
$641K -$95K -1,100 -13%
LWAC
164
Laurel Wealth Advisors (California)
California
$640K +$378K +4,370 +144%
MG
165
Mather Group
Illinois
$634K -$275K -3,174 -30%
GWM
166
Geneos Wealth Management
Colorado
$632K +$34.2K +400 +6%
SB
167
Strategic Blueprint
Georgia
$632K +$632K +7,318 New
LNC
168
Lincoln National Corp
Pennsylvania
$618K +$132K +1,528 +27%
PA
169
PFG Advisors
Arizona
$601K +$126K +1,236 +27%
SWM
170
SeaCrest Wealth Management
New York
$575K -$43.7K -506 -7%
WCM
171
WealthBridge Capital Management
Ohio
$574K +$574K +6,644 New
M&T Bank
172
M&T Bank
New York
$572K +$91.4K +1,058 +19%
DI
173
DFPG Investments
Utah
$559K +$559K +6,470 New
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$551K -$163K -1,880 -23%
WDL
175
Well Done LLC
Michigan
$550K -$4.49K -52 -0.8%
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