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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

378 hedge funds and large institutions have $1.82B invested in iShares US Aerospace & Defense ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 141 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
8.3%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
47
Increased
141
Reduced
107
Closed
44
Calls
$20.5M
Puts
$18.4M
Net Calls
+$2.18M
Net Calls Change
-$2.78M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$64.7M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$78.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$30.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$53.4M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
$8.97M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
$315K
2
EWA
Evolution Wealth Advisors
Florida
$0
3
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$67K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
CS
Credit Suisse
Switzerland
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
201
StrategIQ Financial Group
Indiana
$537K -$22.5K -200 -4%
DAS
202
Dynamic Advisor Solutions
Arizona
$535K – – –
Prudential Financial
203
Prudential Financial
New Jersey
$535K +$172K +1,532 +47%
CA
204
Calton & Associates
Florida
$531K +$297K +2,638 +127%
FFS
205
Founders Financial Securities
Maryland
$529K +$29K +258 +6%
AI
206
Atria Investments
North Carolina
$513K +$155K +1,382 +43%
CFGS
207
Concourse Financial Group Securities
Alabama
$511K -$195K -1,732 -28%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$508K +$168K +1,496 +49%
GIA
209
Gladstone Institutional Advisory
Florida
$508K +$508K +4,520 New
PSF
210
Pacific Sun Financial
California
$499K +$22.9K +204 +5%
AAM
211
American Asset Management
Florida
$498K +$52.8K +470 +12%
CAAS
212
Capital Asset Advisory Services
Michigan
$497K +$41.6K +370 +9%
FANJ
213
Financial Architects (New Jersey)
New Jersey
$485K – – –
Fiera Capital (Canada)
214
Fiera Capital (Canada)
Quebec, Canada
$480K – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$462K +$33K +294 +8%
RIG
216
Renaissance Investment Group
Massachusetts
$459K -$7.86K -70 -2%
OAM
217
Oppenheimer Asset Management
New York
$457K -$24.7K -220 -5%
OIA
218
Optimum Investment Advisors
Illinois
$456K +$225 +2 +0%
KPW
219
Kore Private Wealth
New York
$450K – – –
CA
220
Cornerstone Advisory
Maryland
$449K – – –
MIM
221
Moseley Investment Management
Florida
$434K – – –
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$224 +2 +0.1%
AWM
223
Avitas Wealth Management
California
$426K -$7.63K -68 -2%
WAS
224
WESPAC Advisors SoCal
California
$416K +$14.6K +130 +4%
GWM
225
Greenwich Wealth Management
Connecticut
$408K +$22.5K +200 +6%
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