ITA icon

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 %
LNC
151
Lincoln National Corp
Pennsylvania
$862K +$148K +1,484 +21%
SCA
152
Sage Capital Advisors
South Dakota
$850K -$363K -3,640 -30%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$847K -$16.8K -168 -2%
BIA
154
Barry Investment Advisors
Massachusetts
$838K – – –
RCG
155
Ruggie Capital Group
Florida
$794K -$732K -7,344 -48%
PWW
156
Pettyjohn Wood & White
Virginia
$787K -$29.9K -300 -4%
CSM
157
CAMG Solamere Management
North Carolina
$765K – – –
M&T Bank
158
M&T Bank
New York
$755K +$93.7K +938 +14%
SWM
159
Sequoia Wealth Management
Illinois
$753K -$15K -150 -2%
Simplex Trading
160
Simplex Trading
Illinois
$752K -$927K -9,296 -55%
HWA
161
HCR Wealth Advisors
California
$735K -$28M -305,454 -97%
PIMG
162
Patriot Investment Management Group
Tennessee
$726K +$726K +7,278 New
GWM
163
Geneos Wealth Management
Colorado
$724K -$13.6K -136 -2%
LWAC
164
Laurel Wealth Advisors (California)
California
$723K -$15.8K -158 -2%
JSL
165
JT Stratford LLC
Georgia
$708K -$89K -892 -11%
CFGS
166
Concourse Financial Group Securities
Alabama
$692K -$434K -4,352 -39%
AWM
167
AE Wealth Management
Kansas
$686K -$192K -1,926 -22%
SS
168
Simplicity Solutions
Minnesota
$677K -$228K -2,284 -25%
FA
169
FMA Advisory
Pennsylvania
$670K +$51.3K +514 +8%
DI
170
DFPG Investments
Utah
$662K +$4.88K +48 +0.7%
BDS
171
Banco de Sabadell
Florida
$652K -$165K -1,670 -20%
GCA
172
Genesee Capital Advisors
New York
$647K +$25.3K +254 +4%
SWM
173
SeaCrest Wealth Management
New York
$643K -$21.4K -214 -3%
WCM
174
WealthBridge Capital Management
Ohio
$640K -$48.5K -468 -7%
BHWM
175
Bar Harbor Wealth Management
New Hampshire
$637K -$103K -1,034 -14%
5 6
7
8 9