iShares US Aerospace & Defense ETF
83 hedge funds and large institutions have $309M invested in iShares US Aerospace & Defense ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 8 closing their positions.
218% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 11
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
46% more capital invested
Capital invested by funds: $211M → $309M (+$97.9M)
24% more funds holding
Funds holding: 67 → 83 (+16)
6.11% more ownership
Funds ownership: 83.94% → 90.05% (+6.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.1M |
| 2 |
Morgan Stanley
New York
|
+$15M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.27M |
| 5 |
CC
Chanos & Company
New York
|
+$5.35M |
Top Sellers
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$2.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.04M |
| 3 |
AIG
American International Group
New York
|
-$1.16M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$906K |
| 5 |
Millennium Management
New York
|
-$566K |
ITA Hedge Fund Activity: Q4 2015 in Review
83 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2015, worth a combined $309M — up 46% from $211M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ITA positions and 8 closed out — a net gain of 16 holders — while 35 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $16.1M. The largest seller was Mather Group, cutting an estimated $2.79M.
- 83 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2015, up from 67 in Q3 2015.
- Funds reported $309M of iShares US Aerospace & Defense ETF stock for Q4 2015, up 46% quarter-over-quarter.
- 24 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2015 and 8 closed out, a net change of +16 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2015 was Bank of America, an estimated $16.1M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2015 was Mather Group, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2015.