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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.2B
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
5
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Ironsides Asset Advisors
North Carolina
$884K +$102K +775 +13%
GFG
227
Greystone Financial Group
Michigan
$873K +$27.6K +209 +3%
QWM
228
Quadcap Wealth Management
Texas
$869K +$792 +6 +0.1%
IAN
229
Integrated Advisors Network
Texas
$862K -$69.9K -530 -7%
BPA
230
Beacon Pointe Advisors
California
$861K -$24.8K -188 -3%
CGA
231
Crescent Grove Advisors
Illinois
$852K +$126K +953 +17%
MAM
232
Milestone Asset Management
Pennsylvania
$836K +$577K +4,375 +223%
AWM
233
AE Wealth Management
Kansas
$835K -$757K -5,738 -48%
IWN
234
Independent Wealth Network
Iowa
$829K +$23.2K +176 +3%
CIA
235
Concurrent Investment Advisors
Florida
$825K -$573K -4,347 -41%
MCM
236
MAI Capital Management
Ohio
$821K -$12.1K -92 -1%
BEI
237
Benjamin Edwards Inc
Missouri
$797K +$18.9K +143 +2%
PIMG
238
Patriot Investment Management Group
Tennessee
$794K -$8.58K -65 -1%
MA
239
Mutual Advisors
Nebraska
$790K -$104K -788 -12%
PI
240
PFG Investments
New York
$787K +$146K +1,104 +23%
GRP
241
Global Retirement Partners
California
$787K -$761K -5,765 -49%
CB
242
Commerce Bank
Missouri
$787K +$49.7K +377 +7%
CWM
243
Cornerstone Wealth Management
Missouri
$786K +$78.4K +594 +11%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$777K -$29.3K -222 -4%
GCA
245
Genesee Capital Advisors
New York
$776K +$64K +485 +9%
ARC
246
Advisor Resource Council
Texas
$762K +$762K +6,020 New
PWM
247
Perigon Wealth Management
California
$761K -$9.6M -72,744 -93%
WAM
248
WNY Asset Management
New York
$753K +$115K +871 +18%
TCM
249
Triumph Capital Management
Colorado
$743K -$90.7K -693 -11%
AWA
250
Arkadios Wealth Advisors
Georgia
$743K -$104K -790 -12%
8 9
10
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