iShares US Aerospace & Defense ETF
350 hedge funds and large institutions have $897M invested in iShares US Aerospace & Defense ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 69 increasing their positions, 150 reducing their positions, and 35 closing their positions.
594% more call options, than puts
Call options by funds: $70.8M | Put options by funds: $10.2M
120% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 35
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more capital invested
Capital invested by funds: $725M → $897M (+$171M)
11% more funds holding
Funds holding: 315 → 350 (+35)
25.8% less ownership
Funds ownership: 56.54% → 30.74% (-26%)
54% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 150
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$35.9M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$25.9M |
| 3 |
Twin Tree Management
Dallas,
Texas
|
+$5.82M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$5.62M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.62M |
| 2 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$9.4M |
| 3 |
Morgan Stanley
New York
|
-$6.42M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.24M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$5.47M |
ITA Hedge Fund Activity: Q4 2020 in Review
350 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2020, worth a combined $897M — up 24% from $725M a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new ITA positions and 35 closed out — a net gain of 42 holders — while 69 added to existing stakes and 150 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $35.9M. The largest seller was Bank of America, cutting an estimated $9.62M.
- 350 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2020, up from 315 in Q3 2020.
- Funds reported $897M of iShares US Aerospace & Defense ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 77 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2020 and 35 closed out, a net change of +42 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2020 was Migdal Insurance & Financial Holdings, an estimated $35.9M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2020 was Bank of America, an estimated $9.62M sold.
Based on aggregated 13F filings for Q4 2020.