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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 %
CAG
176
Csenge Advisory Group
Florida
$332K +$332K +3,728 New
Northern Trust
177
Northern Trust
Illinois
$328K +$328K +3,686 New
NA
178
NewEdge Advisors
Louisiana
$321K +$20.1K +220 +7%
FANJ
179
Financial Architects (New Jersey)
New Jersey
$321K +$169K +1,898 +111%
FA
180
FDx Advisors
Illinois
$317K -$45K -506 -12%
PVH
181
Psagot Value Holdings
Israel
$312K – – –
KC
182
Kingfisher Capital
North Carolina
$303K – – –
AAM
183
American Asset Management
Florida
$291K +$291K +3,272 New
M&T Bank
184
M&T Bank
New York
$287K -$2.31K -26 -0.8%
GWM
185
Greenwich Wealth Management
Connecticut
$279K +$279K +3,132 New
LWAC
186
Laurel Wealth Advisors (California)
California
$273K +$273K +21,834 New
GEM
187
Global Endowment Management
North Carolina
$267K – – –
CIA
188
Capital Investment Advisors
Georgia
$265K +$265K +2,982 New
PP
189
PagnatoKarp Partners
Virginia
$253K +$253K +2,842 New
WPP
190
Whalerock Point Partners
Rhode Island
$248K +$248K +2,784 New
CSM
191
CAMG Solamere Management
North Carolina
$241K +$241K +2,698 New
LSA
192
L & S Advisors
California
$223K -$46.6K -524 -17%
MBT
193
Montecito Bank & Trust
California
$216K +$216K +2,428 New
VAM
194
Visionary Asset Management
Texas
$215K -$13.9K -156 -6%
US Bancorp
195
US Bancorp
Minnesota
$213K -$10.9K -122 -5%
Lido Advisors
196
Lido Advisors
California
$213K +$213K +2,370 New
BWP
197
Baldwin Wealth Partners
Massachusetts
$205K – – –
Bank of New York Mellon
198
Bank of New York Mellon
New York
$203K +$203K +2,290 New
BFEC
199
Benjamin F. Edwards & Company
Missouri
$200K -$534 -6 -0.3%
MFW
200
Mosaic Family Wealth
Missouri
$189K – – –
6 7
8
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