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iShares US Aerospace & Defense ETF
ITA

29 hedge funds and large institutions have $25M invested in iShares US Aerospace & Defense ETF in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

49.03% more ownership

Funds ownership: 0% → 49.03% (+49%)

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.9M +$10.4M +266,824 New
Morgan Stanley
2
Morgan Stanley
New York
$3.83M +$3.66M +93,794 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.91M +$1.83M +46,882 New
Wells Fargo
4
Wells Fargo
California
$1.45M +$1.39M +35,634 New
SMM
5
Stadion Money Management
Georgia
$1.37M +$1.31M +33,520 New
SNC
6
Stifel Nicolaus & Co
Missouri
$1.13M +$1.08M +27,744 New
U
7
UBS
Switzerland
$875K +$837K +21,468 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$550K +$525K +13,482 New
NCM
9
Narwhal Capital Management
Georgia
$542K +$518K +13,300 New
KIG
10
Kessler Investment Group
Indiana
$539K +$515K +13,224 New
LPL Financial
11
LPL Financial
California
$380K +$363K +9,320 New
KCG
12
Knight Capital Group
$330K +$315K +8,076 New
HSBC Holdings
13
HSBC Holdings
United Kingdom
$265K +$253K +6,500 New
MG
14
MDE Group
New Jersey
$248K +$237K +6,082 New
AIG
15
American International Group
New York
$232K +$222K +5,692 New
OC
16
Oppenheimer & Co
New York
$202K +$193K +4,948 New
BPBT
17
Boston Private Bank & Trust
Massachusetts
$86K +$82.4K +2,114 New
MFBTD
18
MB Financial Bank - Trust Department
Illinois
$41K +$39K +1,000 New
OWP
19
Obermeyer Wealth Partners
Colorado
$30K +$28.4K +730 New
Brown Advisory
20
Brown Advisory
Maryland
$29K +$27.8K +714 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17K +$16.6K +426 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12K +$11.7K +300 New
TCOV
23
Trust Company of Vermont
Vermont
$12K +$11.7K +300 New
Citigroup
24
Citigroup
New York
$11K +$10.8K +278 New
MFS
25
MSI Financial Services
Massachusetts
$8K +$7.48K +192 New
1
2

ITA Hedge Fund Activity: Q2 2013 in Review

29 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2013, worth a combined $25M.

Buyers outnumbered sellers: 29 funds opened new ITA positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $25M of iShares US Aerospace & Defense ETF stock for Q2 2013.
  • 29 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.