ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

326 hedge funds and large institutions have $1.6B invested in iShares US Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-5
Holders Change %
-1.51%
% of All Funds
7.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
43
Increased
125
Reduced
96
Closed
45
Calls
$15.4M
Puts
$51.7M
Net Calls
-$36.3M
Net Calls Change
-$27.7M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$270M
3
CWM
3
Cornerstone Wealth Management
Missouri
$11.7M
4
Citigroup
4
Citigroup
New York
$16.9M
5
CS
5
Credit Suisse
Switzerland
$15.6M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$33.1M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
NCM
3
Niemann Capital Management
Nevada
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
176
Financial Architects (New Jersey)
New Jersey
$493K +$62.6K +650 +15%
PA
177
PFG Advisors
Arizona
$492K +$6.93K +72 +1%
CAAS
178
Capital Asset Advisory Services
Michigan
$489K -$15.8K -164 -3%
OAM
179
Oppenheimer Asset Management
New York
$489K -$9.63K -100 -2%
RIG
180
Renaissance Investment Group
Massachusetts
$484K -$5.58K -58 -1%
Comerica Bank
181
Comerica Bank
Texas
$482K -$22K -218 -4%
MC
182
Moors & Cabot
Massachusetts
$471K -$388K -4,042 -45%
AAM
183
American Asset Management
Florida
$462K +$26.9K +280 +6%
QIM
184
Quantitative Investment Management
Virginia
$461K -$10M -104,200 -96%
AW
185
ACG Wealth
Georgia
$459K +$31.4K +326 +7%
MHS
186
M Holdings Securities
Oregon
$427K -$305K -3,172 -42%
VWA
187
V Wealth Advisors
Kansas
$414K – – –
HB
188
Homrich & Berg
Georgia
$412K +$412K +4,284 New
FA
189
FMA Advisory
Pennsylvania
$411K +$38.5K +400 +10%
WAS
190
WESPAC Advisors SoCal
California
$403K +$48.1K +500 +14%
UWM
191
USAdvisors Wealth Management
Minnesota
$399K – – –
CA
192
Cornerstone Advisory
Maryland
$385K – – –
CG
193
Cutler Group
California
$384K – – –
FPGK
194
Financial Partners Group (Kansas)
Kansas
$380K -$131K -1,362 -26%
TCM
195
Traynor Capital Management
Pennsylvania
$376K +$193 +2 +0.1%
MSAM
196
Moloney Securities Asset Management
Missouri
$373K +$96.9K +1,008 +35%
GWM
197
Greenwich Wealth Management
Connecticut
$370K +$42K +436 +13%
WAM
198
Wealthspire Advisors (Maryland)
Maryland
$364K -$48.1K -500 -12%
LRIA
199
Leonard Rickey Investment Advisors
Washington
$361K – – –
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$353K +$17.4K +180 +5%
6 7
8
9 10