iShares US Aerospace & Defense ETF
349 hedge funds and large institutions have $784M invested in iShares US Aerospace & Defense ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 37 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
84% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 37
71% more call options, than puts
Call options by funds: $5.3M | Put options by funds: $3.1M
8% more funds holding
Funds holding: 322 → 349 (+27)
2.42% more ownership
Funds ownership: 28.95% → 31.37% (+2.4%)
3% more capital invested
Capital invested by funds: $759M → $784M (+$25.6M)
34% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$19M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$12.6M |
| 3 |
Morgan Stanley
New York
|
+$7.55M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.5M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.44M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.08M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$3.12M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$2.89M |
ITA Hedge Fund Activity: Q4 2021 in Review
349 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2021, worth a combined $784M — up 3.4% from $759M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new ITA positions and 37 closed out — a net gain of 31 holders — while 82 added to existing stakes and 124 trimmed.
The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $19M. The largest seller was Envestnet Asset Management, cutting an estimated $6.9M.
- 349 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2021, up from 322 in Q3 2021.
- Funds reported $784M of iShares US Aerospace & Defense ETF stock for Q4 2021, up 3.4% quarter-over-quarter.
- 68 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2021 and 37 closed out, a net change of +31 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2021 was Mirabella Financial Services, an estimated $19M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $6.9M sold.
Based on aggregated 13F filings for Q4 2021.