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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

305 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+56
Holders Change %
+22.49%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
83
Increased
120
Reduced
66
Closed
27
Calls
$6K
Puts
$8K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
QIM
Quantitative Investment Management
Virginia
$16.8M
2
Bank of America
Bank of America
North Carolina
$232M
3
DF
Donoghue Forlines
Massachusetts
$10.3M
4
AG
Advisor Group
Arizona
$23.6M
5
LPL Financial
LPL Financial
California
$66.4M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$16M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
3
Citigroup
Citigroup
New York
$5.06M
4
PAG
Private Advisor Group
New Jersey
$2.76M
5
NPC
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
176
Edmond de Rothschild Holding
Switzerland
$471K +$104K +1,110 +28%
NEIRG
177
New England Investment & Retirement Group
Massachusetts
$453K +$76.4K +812 +20%
GTAM
178
Global Trust Asset Management
Florida
$447K +$447K +4,754 New
JG
179
Jefferies Group
New York
$433K +$433K +4,606 New
HWA
180
HCR Wealth Advisors
California
$429K +$421K +300,000 +5,607%
UWM
181
USAdvisors Wealth Management
Minnesota
$426K +$426K +4,524 New
AIP
182
Ahrens Investment Partners
Louisiana
$425K – – –
IFS
183
Ifrah Financial Services
Arkansas
$419K +$5.27K +56 +1%
LWAC
184
Laurel Wealth Advisors (California)
California
$412K -$1.64M -17,452 -80%
VWA
185
V Wealth Advisors
Kansas
$411K – – –
TCM
186
Traynor Capital Management
Pennsylvania
$404K +$27K +288 +7%
PCIA
187
Prime Capital Investment Advisors
Kansas
$403K +$403K +4,290 New
CAG
188
Csenge Advisory Group
Florida
$398K +$47.4K +504 +14%
WA
189
WealthTrust-Arizona
Arizona
$391K +$2.07K +22 +0.5%
SFA
190
Sequoia Financial Advisors
Ohio
$389K – – –
CA
191
Cornerstone Advisory
Maryland
$376K -$94K -1,000 -20%
LRIA
192
Leonard Rickey Investment Advisors
Washington
$371K +$371K +3,942 New
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$367K +$367K +3,902 New
NA
194
NewEdge Advisors
Louisiana
$364K +$24.9K +258 +7%
PA
195
PFG Advisors
Arizona
$351K +$351K +3,736 New
WAS
196
WESPAC Advisors SoCal
California
$347K -$240K -2,550 -41%
OIA
197
Optimum Investment Advisors
Illinois
$344K -$37.7K -400 -10%
FA
198
FDx Advisors
Illinois
$338K +$2.45K +26 +0.7%
EAMA
199
EFG Asset Management (Americas)
Florida
$338K +$338K +3,592 New
NCM
200
Narwhal Capital Management
Georgia
$329K -$65.8K -700 -17%
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8
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