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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LPL Financial
2
LPL Financial
California
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.4M
4
DI
4
DFPG Investments
Utah
$8.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$50.5M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$27K
2
Bank of America
2
Bank of America
North Carolina
$925M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.6M
4
SPW
4
Surience Private Wealth
Washington
$0
5
MSCM
5
McElhenny Sheffield Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
226
Raab & Moskowitz Asset Management
New Jersey
$713K -$29.9K -256 -4%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$706K -$29.6K -254 -4%
ACG
228
Allen Capital Group
Nebraska
$702K – – –
BEI
229
Benjamin Edwards Inc
Missouri
$693K +$219K +1,880 +46%
EWA
230
Exencial Wealth Advisors
Oklahoma
$683K -$21K -180 -3%
TI
231
Tidal Investments
Wisconsin
$681K +$401K +3,442 +143%
FTUS
232
Flow Traders U.S.
New York
$666K +$210K +1,805 +46%
MIM
233
Meixler Investment Management
Arizona
$659K +$659K +5,645 New
PWM
234
Purus Wealth Management
California
$655K -$700 -6 -0.1%
CFGS
235
Concourse Financial Group Securities
Alabama
$653K +$8.4K +72 +1%
CB
236
Commerce Bank
Missouri
$652K -$35.6K -305 -5%
MA
237
Mutual Advisors
Nebraska
$644K -$62.3K -534 -9%
CWM
238
Cornerstone Wealth Management
Missouri
$638K -$6.18K -53 -1%
CRWM
239
Castle Rock Wealth Management
California
$637K +$45.1K +386 +8%
SWA
240
SFMG Wealth Advisors
Texas
$636K -$17.6K -151 -3%
KP
241
Keel Point
Alabama
$633K +$117 +1 +0%
RFWA
242
RPg Family Wealth Advisory
Massachusetts
$629K +$326K +2,791 +108%
KeyBank National Association
243
KeyBank National Association
Ohio
$623K -$4.08K -35 -0.7%
IFS
244
Ifrah Financial Services
Arkansas
$622K +$176K +1,511 +40%
BCM
245
Brookstone Capital Management
Illinois
$619K -$732K -6,310 -54%
BCM
246
Barometer Capital Management
Ontario, Canada
$599K -$474K -4,060 -44%
ICP
247
Interchange Capital Partners
Pennsylvania
$596K -$10.2K -87 -2%
WP
248
WealthSource Partners
California
$595K +$467 +4 +0.1%
WI
249
Wintrust Investments
Illinois
$576K +$250K +2,140 +76%
HWA
250
HCR Wealth Advisors
California
$570K +$45.4K +389 +9%
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10
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