iShares US Aerospace & Defense ETF
158 hedge funds and large institutions have $662M invested in iShares US Aerospace & Defense ETF in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 59 increasing their positions, 20 reducing their positions, and 11 closing their positions.
527% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 11
195% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 20
97% more capital invested
Capital invested by funds: $336M → $662M (+$326M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
55% more funds holding
Funds holding: 102 → 158 (+56)
1.11% more ownership
Funds ownership: 75.97% → 77.09% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$38.3M |
| 2 |
Morgan Stanley
New York
|
+$37.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$35.3M |
| 4 |
Citigroup
New York
|
+$21M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.95M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.8M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.17M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
-$1.03M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$821K |
ITA Hedge Fund Activity: Q4 2016 in Review
158 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2016, worth a combined $662M — up 97% from $336M a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new ITA positions and 11 closed out — a net gain of 58 holders — while 59 added to existing stakes and 20 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $38.3M. The largest seller was Brookstone Capital Management, cutting an estimated $1.95M.
- 158 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2016, up from 102 in Q3 2016.
- Funds reported $662M of iShares US Aerospace & Defense ETF stock for Q4 2016, up 97% quarter-over-quarter.
- 69 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2016 and 11 closed out, a net change of +58 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2016 was Bank of Montreal, an estimated $38.3M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2016 was Brookstone Capital Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2016.