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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$25.6M
2
SFI
SPC Financial Inc
Maryland
$14.6M
3
Bank of America
Bank of America
North Carolina
$855M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$0
2
MMFA
Main Management Fund Advisors
California
$0
3
CA
CSM Advisors
Pennsylvania
$0
4
NRA
NSI Retail Advisors
Pennsylvania
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Executive Wealth Management
Michigan
$592K -$57.4K -542 -9%
CGA
227
Crescent Grove Advisors
Illinois
$584K -$358K -3,371 -38%
CRWM
228
Castle Rock Wealth Management
California
$578K +$10.9K +105 +2%
EWA
229
Exencial Wealth Advisors
Oklahoma
$578K -$42.2K -398 -7%
TCM
230
Triumph Capital Management
Colorado
$573K -$344K -3,235 -37%
Corient Private Wealth
231
Corient Private Wealth
Florida
$569K +$134K +1,263 +31%
KeyBank National Association
232
KeyBank National Association
Ohio
$566K – – –
IFS
233
Ifrah Financial Services
Arkansas
$562K -$2.97K -28 -0.5%
CWM
234
Cornerstone Wealth Management
Missouri
$562K -$17.5K -165 -3%
MOS
235
MGO One Seven
Ohio
$550K -$651K -6,139 -54%
TWM
236
Tradition Wealth Management
Minnesota
$548K +$44.5K +420 +9%
Cerity Partners
237
Cerity Partners
New York
$542K -$1.46M -13,807 -73%
CW
238
Connectus Wealth
Ohio
$539K -$788K -7,439 -59%
WP
239
WealthSource Partners
California
$538K -$2.12K -20 -0.4%
SWA
240
SFMG Wealth Advisors
Texas
$529K -$48.6K -459 -8%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$524K +$73.1K +690 +16%
WI
242
Wintrust Investments
Illinois
$523K – – –
SWM
243
Silverlake Wealth Management
Vermont
$520K +$57.8K +545 +13%
MWM
244
Meridian Wealth Management
Kentucky
$516K +$260K +2,452 +101%
BCM
245
Brookstone Capital Management
Illinois
$508K -$69.2K -639 -12%
ICP
246
Interchange Capital Partners
Pennsylvania
$494K +$3.84K +40 +0.8%
ATPW
247
Ashton Thomas Private Wealth
Arizona
$491K -$14.7K -139 -3%
HWM
248
Howard Wealth Management
Connecticut
$483K -$9.54K -90 -2%
WAM
249
WNY Asset Management
New York
$479K +$64.4K +608 +16%
CS
250
Comerica Securities
Michigan
$476K -$27.1K -255 -5%
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