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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 %
WT
176
Whittier Trust
California
$8K +$8K +104 New
VIA
177
Vantage Investment Advisors
Pennsylvania
$7K – – –
IWM
178
IHT Wealth Management
Illinois
$7K +$7K +92 New
CFA
179
Carroll Financial Associates
North Carolina
$6K +$6K +84 New
CFD
180
Creative Financial Designs
Indiana
$5K – – –
AWM
181
AllSquare Wealth Management
New York
$5K – – –
WP
182
WealthPLAN Partners
Nebraska
$3.74K +$3.74K +50 New
BlackRock
183
BlackRock
New York
$1K – – –
AP
184
Advisors Preferred
Maryland
$109 -$156 -2,098 -59%
BS
185
Banco Santander
Spain
– -$4.36M -62,000 Closed
ECML
186
Eagle Capital Management (Louisiana)
Louisiana
– -$4.16M -59,262 Closed
AAMU
187
Amundi Asset Management US
Massachusetts
– -$2.74M -39,054 Closed
BCM
188
Barometer Capital Management
Ontario, Canada
– -$1.74M -24,800 Closed
IIA
189
IPG Investment Advisors
California
– -$379K -5,400 Closed
Bank of New York Mellon
190
Bank of New York Mellon
New York
– -$341K -4,850 Closed
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
– -$327K -4,660 Closed
RG
192
Rathbones Group
United Kingdom
– -$316K -4,500 Closed
AllianceBernstein
193
AllianceBernstein
Tennessee
– -$259K -3,688 Closed
AIP
194
Ahrens Investment Partners
Louisiana
– -$245K -3,480 Closed
RFM
195
Royal Fund Management
Florida
– -$98K -1,400 Closed
IWA
196
IBEX Wealth Advisors
New Jersey
– -$80K -1,130 Closed
HWP
197
Hefty Wealth Partners
Indiana
– -$63K -906 Closed
FTUS
198
Flow Traders U.S.
New York
– -$42K -600 Closed
CHP
199
Cable Hill Partners
Oregon
– -$14K -200 Closed
AA
200
Ancora Advisors
Ohio
– -$13K -186 Closed
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