ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

416 hedge funds and large institutions have $1.84B invested in iShares US Aerospace & Defense ETF in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 144 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+38
Holders Change %
+10.05%
% of All Funds
8.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
83
Increased
144
Reduced
116
Closed
36
Calls
$27.3M
Puts
$26.2M
Net Calls
+$1.15M
Net Calls Change
-$1.03M

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$22.6M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$28.9M
3
Truist Financial
3
Truist Financial
North Carolina
$16.6M
4
EWA
4
Evolution Wealth Advisors
Florida
$10.8M
5
CS
5
Credit Suisse
Switzerland
$12.4M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$48.4M
2
Wells Fargo
2
Wells Fargo
California
$88.4M
3
HF
3
HRT Financial
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
201
Financial Partners Group (Kansas)
Kansas
$575K +$170K +1,464 +42%
CAAS
202
Capital Asset Advisory Services
Michigan
$573K +$44.7K +374 +8%
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$572K – – –
CPC
204
Cookson Peirce & Co
Pennsylvania
$571K -$15.6K -140 -3%
TCM
205
Traynor Capital Management
Pennsylvania
$565K +$18.9K +170 +3%
9WM
206
9258 Wealth Management
Ohio
$564K +$9.55K +86 +2%
VWA
207
V Wealth Advisors
Kansas
$549K – – –
AW
208
ACG Wealth
Georgia
$542K +$1.55K +14 +0.3%
PAS
209
Park Avenue Securities
New York
$535K +$535K +4,814 New
BP
210
Ballentine Partners
Massachusetts
$529K +$174K +1,566 +49%
HAS
211
HBW Advisory Services
California
$527K +$527K +4,590 New
FANJ
212
Financial Architects (New Jersey)
New Jersey
$520K +$40.9K +368 +9%
WAS
213
WESPAC Advisors SoCal
California
$519K +$108K +970 +26%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$518K +$16K +144 +3%
PSF
215
Pacific Sun Financial
California
$509K +$16K +144 +3%
JWM
216
Jupiter Wealth Management
Colorado
$507K +$507K +4,400 New
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$499K +$29.7K +260 +6%
KeyBank National Association
218
KeyBank National Association
Ohio
$495K -$57.8K -520 -10%
Prudential Financial
219
Prudential Financial
New Jersey
$494K -$35.1K -316 -7%
FCM
220
Firestone Capital Management
Florida
$491K +$491K +4,424 New
AAM
221
American Asset Management
Florida
$487K -$5.55K -50 -1%
Fiera Capital (Canada)
222
Fiera Capital (Canada)
Quebec, Canada
$474K – – –
SFG
223
StrategIQ Financial Group
Indiana
$456K -$74.4K -670 -14%
KPW
224
Kore Private Wealth
New York
$456K – – –
BHWM
225
Bar Harbor Wealth Management
New Hampshire
$453K -$221K -1,992 -33%
7 8
9
10 11