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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 %
IWN
251
Independent Wealth Network
Iowa
$570K +$22.2K +190 +4%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$556K +$303K +2,599 +120%
TWM
253
Tradition Wealth Management
Minnesota
$554K +$1.17K +10 +0.2%
JPLA
254
Joseph P. Lucia & Associates
New York
$553K +$112K +960 +25%
CS
255
Comerica Securities
Michigan
$553K +$2.57K +22 +0.5%
Wolverine Trading
256
Wolverine Trading
Illinois
$547K +$547K +4,697 New
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$545K +$67.8K +581 +14%
HWM
258
Howard Wealth Management
Connecticut
$543K +$2.92K +25 +0.5%
CFA
259
Cahill Financial Advisors
Minnesota
$535K +$25K +214 +5%
FA
260
FDx Advisors
Illinois
$527K +$96.8K +830 +22%
IAS
261
Insigneo Advisory Services
Florida
$522K +$54.8K +470 +12%
BMCM
262
Burns Matteson Capital Management
New York
$522K +$22.8K +195 +5%
SEIA
263
Signature Estate & Investment Advisors
California
$521K +$24.4K +209 +5%
FCM
264
Firestone Capital Management
Florida
$517K – – –
VWA
265
V Wealth Advisors
Kansas
$514K – – –
KWM
266
Kingsview Wealth Management
Oregon
$514K -$755K -6,467 -59%
SWM
267
Silverlake Wealth Management
Vermont
$509K +$239K +2,049 +89%
KPWG
268
KFA Private Wealth Group
Virginia
$505K +$10.9K +93 +2%
NRS
269
Neville Rodie & Shaw
New York
$505K -$124K -1,060 -20%
MCM
270
Magnolia Capital Management
New York
$499K – – –
Fidelity Investments
271
Fidelity Investments
Massachusetts
$496K +$22.7K +195 +5%
SSWM
272
Smith Salley Wealth Management
North Carolina
$492K +$19.6K +168 +4%
OIA
273
OneDigital Investment Advisors
Kansas
$490K +$37.9K +325 +8%
MCM
274
MAI Capital Management
Ohio
$486K +$73.7K +632 +18%
VC
275
Vicus Capital
Pennsylvania
$484K -$2.46M -21,054 -84%
9 10
11
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