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iShares US Aerospace & Defense ETF
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Overview Fund Activity

349 hedge funds and large institutions have $1.92B invested in iShares US Aerospace & Defense ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 144 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+23
Holders Change %
+7.06%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
53
Increased
144
Reduced
83
Closed
26
Calls
$13.3M
Puts
$30.1M
Net Calls
-$16.8M
Net Calls Change
+$19.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$85.1M
2
PVH
Psagot Value Holdings
Israel
$30.6M
3
Bank of America
Bank of America
North Carolina
$329M
4
ACM
Aviance Capital Management
Florida
$10.1M
5
FSA
Financial Sense Advisors
California
$9.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$279M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$35.2M
3
CS
Credit Suisse
Switzerland
$3.87M
4
Citigroup
Citigroup
New York
$6.91M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
PFG Advisors
Arizona
$467K -$45.7K -456 -9%
TRCT
202
Tower Research Capital (TRC)
New York
$450K +$92.9K +858 +26%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$448K +$38.5K +356 +9%
CSM
204
CAMG Solamere Management
North Carolina
$442K +$138K +1,270 +45%
BCA
205
Bay Colony Advisors
Massachusetts
$437K +$82.8K +766 +23%
CA
206
Cornerstone Advisory
Maryland
$433K – – –
Baird Financial Group
207
Baird Financial Group
Wisconsin
$433K +$124K +1,146 +40%
CRWM
208
Castle Rock Wealth Management
California
$431K -$90.6K -908 -17%
FPGK
209
Financial Partners Group (Kansas)
Kansas
$429K +$1.08K +10 +0.3%
GWM
210
Greenwich Wealth Management
Connecticut
$422K +$5.85K +54 +1%
WAS
211
WESPAC Advisors SoCal
California
$414K -$403K -4,190 Closed
HSBC Holdings
212
HSBC Holdings
United Kingdom
$414K +$19.3K +178 +5%
FA
213
FDx Advisors
Illinois
$413K +$413K +3,816 New
MSAM
214
Moloney Securities Asset Management
Missouri
$411K -$8.43K -78 -2%
LRIA
215
Leonard Rickey Investment Advisors
Washington
$401K -$5.41K -50 -1%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$398K – – –
AAIM
217
Asset Advisors Investment Management
Georgia
$393K +$393K +3,630 New
BFEC
218
Benjamin F. Edwards & Company
Missouri
$392K +$42.7K +394 +12%
MIG
219
McGuire Investment Group
Rhode Island
$389K +$389K +3,596 New
GEA
220
Glen Eagle Advisors
New Jersey
$388K -$6.49K -60 -2%
AWM
221
Avitas Wealth Management
California
$387K +$865 +8 +0.2%
Deutsche Bank
222
Deutsche Bank
Germany
$382K -$952K -8,792 -71%
RJT
223
Raymond James Trust
Florida
$379K -$16K -148 -4%
DAS
224
Dynamic Advisor Solutions
Arizona
$375K +$41.4K +382 +12%
WPSG
225
Wealth & Pension Services Group
Georgia
$373K +$373K +3,444 New
7 8
9
10 11