ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

34 hedge funds and large institutions have $72.3M invested in iShares US Aerospace & Defense ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.2M
2
Bank of America
2
Bank of America
North Carolina
$18.7M
3
Citigroup
3
Citigroup
New York
$4.61M
4
Wells Fargo
4
Wells Fargo
California
$6.15M
5
BTS
5
BB&T Securities
Virginia
$3.97M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$552K
2
KIG
2
Kessler Investment Group
Indiana
$27K
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$0
4
OWP
4
Obermeyer Wealth Partners
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.7M 203,610 +70,198 +53%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M 186,739 +139,842 +298%
Wells Fargo
3
Wells Fargo
California
$6.15M 66,918 +49,101 +276%
Citigroup
4
Citigroup
New York
$4.61M 50,139 +50,000 +35,971%
BTS
5
BB&T Securities
Virginia
$3.97M 4,315 +4,315 New
PFG
6
Pacific Financial Group
Washington
$3.64M 39,646 +39,646 New
SMM
7
Stadion Money Management
Georgia
$2.84M 30,912 +14,152 +84%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.83M 30,779 +24,038 +357%
SNC
9
Stifel Nicolaus & Co
Missouri
$1.94M 21,152 +7,280 +52%
U
10
UBS
Switzerland
$1.93M 20,976 +10,242 +95%
AIG
11
American International Group
New York
$1.22M 13,283 +10,437 +367%
DADC
12
D.A. Davidson & Co
Montana
$1.16M 12,642 +12,642 New
LPL Financial
13
LPL Financial
California
$1.14M 12,163 +7,503 +161%
NCM
14
Narwhal Capital Management
Georgia
$611K 6,650 – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$552K 6,002 -17,439 -74%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$501K 5,451 +5,451 New
KFS
17
KMS Financial Services
Washington
$373K 4,062 +4,062 New
CHFS
18
Cobble Hill Financial Services
New Jersey
$368K 4,000 +4,000 New
VAM
19
Visionary Asset Management
Texas
$361K 3,928 +3,928 New
CCMG
20
Clark Capital Management Group
Pennsylvania
$330K 3,589 +3,589 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$319K 3,474 +3,474 New
MBT
22
Montecito Bank & Trust
California
$311K 3,380 +3,380 New
MG
23
MDE Group
New Jersey
$279K 3,041 – –
RIG
24
Renaissance Investment Group
Massachusetts
$235K 2,555 +2,555 New
OC
25
Oppenheimer & Co
New York
$227K 2,471 -3 -0.1%
1
2