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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.82B invested in iShares US Aerospace & Defense ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 141 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
8.3%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
47
Increased
141
Reduced
107
Closed
44
Calls
$20.5M
Puts
$18.4M
Net Calls
+$2.18M
Net Calls Change
-$2.78M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$64.7M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$78.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.4M
5
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$8.97M

Top Sellers

1
PVH
1
Psagot Value Holdings
Israel
$315K
2
EWA
2
Evolution Wealth Advisors
Florida
$0
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$67K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CS
5
Credit Suisse
Switzerland
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$938K +$938K +8,332 New
EWA
152
EP Wealth Advisors
California
$937K -$69K -614 -7%
AWM
153
AE Wealth Management
Kansas
$933K +$24.9K +222 +3%
IWM
154
IHT Wealth Management
Illinois
$923K -$524K -4,660 -36%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$918K -$74.8K -666 -8%
GCA
156
Genesee Capital Advisors
New York
$907K +$36.6K +326 +4%
CSM
157
CAMG Solamere Management
North Carolina
$862K – – –
PWW
158
Pettyjohn Wood & White
Virginia
$852K -$34.8K -310 -4%
PIMG
159
Patriot Investment Management Group
Tennessee
$816K +$16.4K +150 +2%
SWM
160
Sequoia Wealth Management
Illinois
$812K +$812K +7,372 New
M&T Bank
161
M&T Bank
New York
$792K +$15.7K +140 +2%
WDL
162
Well Done LLC
Michigan
$780K +$14.2K +126 +2%
SWM
163
SeaCrest Wealth Management
New York
$764K +$40.6K +362 +6%
GWM
164
Geneos Wealth Management
Colorado
$762K -$55.1K -490 -7%
JSL
165
JT Stratford LLC
Georgia
$721K -$100K -892 -12%
DC
166
Davenport & Co
Virginia
$716K – – –
WCM
167
WealthBridge Capital Management
Ohio
$713K -$33.5K -298 -4%
WPSG
168
Wealth & Pension Services Group
Georgia
$706K -$416K -3,700 -37%
AWA
169
Arete Wealth Advisors
Illinois
$694K – – –
BHWM
170
Bar Harbor Wealth Management
New Hampshire
$683K -$2.02K -18 -0.3%
AFNAS
171
American Financial Network Advisory Services
California
$681K -$1.35M -12,014 -66%
CBFP
172
Cedar Brook Financial Partners
Ohio
$678K +$58.4K +520 +9%
BCA
173
Bay Colony Advisors
Massachusetts
$670K +$1.8K +16 +0.3%
CC
174
Courier Capital
New York
$664K – – –
EIP
175
Ellis Investment Partners
Pennsylvania
$658K +$283K +2,578 +76%
5 6
7
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