ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

413 hedge funds and large institutions have $1.38B invested in iShares US Aerospace & Defense ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 147 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+67
Holders Change %
+19.36%
% of All Funds
6.54%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.14%
New
108
Increased
147
Reduced
67
Closed
39
Calls
$66.5M
Puts
$31.4M
Net Calls
+$35.1M
Net Calls Change
+$32.9M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$111M
2
Bank of America
2
Bank of America
North Carolina
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$185M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35M
5
Wells Fargo
5
Wells Fargo
California
$51.2M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$3.47M
2
PWP
2
Pursue Wealth Partners
California
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$1K
4
TAM
4
Tocqueville Asset Management
New York
$0
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
251
Great Valley Advisor Group
Delaware
$290K -$10.3K -93 -3%
ASN
252
Advisory Services Network
Georgia
$290K +$75.4K +681 +35%
FIM
253
Freedom Investment Management
Connecticut
$290K +$290K +2,614 New
BFO
254
Biltmore Family Office
North Carolina
$288K – – –
USCWA
255
U.S. Capital Wealth Advisors
Texas
$287K +$2.22K +20 +0.8%
PPP
256
Private Portfolio Partners
New Jersey
$287K – – –
FFWM
257
Future Financial Wealth Management
Ohio
$283K – – –
US Bancorp
258
US Bancorp
Minnesota
$281K – – –
RF
259
Rollins Financial
Georgia
$276K +$276K +2,491 New
GC
260
Grimes & Company
Massachusetts
$274K – – –
SF
261
Symphony Financial
Texas
$271K +$34.7K +312 +15%
AFA
262
Atlas Financial Advisors
California
$268K +$268K +2,423 New
DAS
263
Dynamic Advisor Solutions
Arizona
$264K +$264K +2,382 New
CS
264
Credit Suisse
Switzerland
$264K +$264K +2,385 New
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$262K -$19.8K -179 -7%
FHA
266
Flagship Harbor Advisors
Massachusetts
$261K -$13.1K -118 -5%
KPWG
267
KFA Private Wealth Group
Virginia
$260K +$260K +2,350 New
RWB
268
RMR Wealth Builders
New Jersey
$260K +$260K +2,350 New
PCM
269
Poehling Capital Management
Wisconsin
$260K +$260K +2,350 New
BCV
270
Banque Cantonale Vaudoise
Switzerland
$254K +$130K +1,180 +105%
JSL
271
JT Stratford LLC
Georgia
$252K -$87.8K -794 -26%
TA
272
Tiedemann Advisors
New York
$252K – – –
WA
273
Wealth Alliance
New York
$252K – – –
WANY
274
Wealthspire Advisors (New York)
New York
$252K +$221 +2 +0.1%
PWW
275
Pettyjohn Wood & White
Virginia
$249K -$16.6K -150 -6%
9 10
11
12 13