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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.56B invested in iShares US Aerospace & Defense ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+9
Holders Change %
+2.44%
% of All Funds
8.19%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
54
Increased
115
Reduced
140
Closed
42
Calls
$12.1M
Puts
$9.18M
Net Calls
+$2.91M
Net Calls Change
+$3.83M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$93.6M
2
Bank of America
2
Bank of America
North Carolina
$297M
3
SCM
3
Sandler Capital Management
New York
$10M
4
CLOS
4
Compagnie Lombard Odier SCmA
Switzerland
$8.66M
5
MWM
5
MinichMacGregor Wealth Management
New York
$6.95M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$217M
3
HWA
3
HCR Wealth Advisors
California
$735K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.42M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
201
Comerica Bank
Texas
$474K – – –
NFG
202
Next Financial Group
Texas
$467K -$2.63M -26,308 -85%
NFH
203
NEXT Financial Holdings
Texas
$467K +$467K +4,680 New
FANJ
204
Financial Architects (New Jersey)
New Jersey
$449K -$16K -160 -3%
AAM
205
American Asset Management
Florida
$449K -$9.97K -100 -2%
OAM
206
Oppenheimer Asset Management
New York
$448K -$30.1K -302 -6%
AW
207
ACG Wealth
Georgia
$445K +$26.7K +268 +6%
AI
208
Atria Investments
North Carolina
$445K +$445K +4,458 New
UWM
209
USAdvisors Wealth Management
Minnesota
$433K +$1.4K +14 +0.3%
PPP
210
Private Portfolio Partners
New Jersey
$433K +$40.3K +404 +10%
RIG
211
Renaissance Investment Group
Massachusetts
$432K -$8.99K -90 -2%
Fiera Capital (Canada)
212
Fiera Capital (Canada)
Quebec, Canada
$426K +$426K +4,268 New
KPW
213
Kore Private Wealth
New York
$420K +$9.99K +100 +2%
OIA
214
Optimum Investment Advisors
Illinois
$409K -$2.8K -28 -0.7%
MIM
215
Moseley Investment Management
Florida
$409K +$409K +4,100 New
KeyBank National Association
216
KeyBank National Association
Ohio
$408K -$206K -2,066 -34%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$408K +$408K +4,086 New
VWA
218
V Wealth Advisors
Kansas
$402K -$55.2K -530 -12%
CA
219
Cornerstone Advisory
Maryland
$399K -$39.9K -400 -9%
FFS
220
Founders Financial Securities
Maryland
$394K +$63.2K +616 +19%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$384K – – –
PFA
222
Pettinga Financial Advisors
Indiana
$384K +$384K +3,850 New
KP
223
Keel Point
Alabama
$383K +$139K +1,396 +57%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$379K +$47.7K +478 +14%
GIA
225
Gladstone Institutional Advisory
Florida
$377K -$45.9K -460 -11%
7 8
9
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