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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCBCO
251
Oversea-Chinese Banking Corp (OCBC)
Singapore
$742K +$742K +5,626 New
BCM
252
Brookstone Capital Management
Illinois
$728K -$46K -349 -6%
KeyBank National Association
253
KeyBank National Association
Ohio
$711K -$21.9K -166 -3%
WF
254
Warner Financial
Maryland
$709K +$149K +1,130 +27%
ACG
255
Allen Capital Group
Nebraska
$706K -$32.6K -247 -4%
GS
256
GTS Securities
New York
$704K -$1.86M -14,102 -73%
CAM
257
Cresset Asset Management
Illinois
$701K +$430K +3,259 +158%
CW
258
CIC Wealth
Maryland
$696K +$25.9K +196 +4%
SAG
259
SageView Advisory Group
California
$693K +$693K +6,746 New
EIP
260
Ellis Investment Partners
Pennsylvania
$689K -$17K -129 -2%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$671K -$462K -3,501 -41%
QFA
262
Quattro Financial Advisors
Texas
$660K +$643K +4,873 +3,837%
PWM
263
Purus Wealth Management
California
$659K -$16.4K -124 -2%
EWA
264
Exencial Wealth Advisors
Oklahoma
$651K -$69.3K -525 -10%
KF
265
KKM Financial
Illinois
$650K – – –
CL
266
Choreo LLC
Illinois
$646K -$508K -3,852 -44%
KPWG
267
KFA Private Wealth Group
Virginia
$645K +$64.2K +487 +11%
Wealthfront Advisers
268
Wealthfront Advisers
California
$644K +$9.24K +70 +1%
WQ
269
Wealth Quarterback
New Jersey
$643K -$313K -2,374 -33%
SWM
270
Silverlake Wealth Management
Vermont
$639K +$30.5K +231 +5%
RCM
271
RMR Capital Management
California
$639K -$74.9K -568 -10%
CFA
272
Cahill Financial Advisors
Minnesota
$630K -$60.2K -456 -9%
PTC
273
Private Trust Company
Ohio
$626K +$33.9K +257 +6%
IAS
274
Insigneo Advisory Services
Florida
$624K +$47.5K +360 +8%
HWM
275
Howard Wealth Management
Connecticut
$623K -$2.64K -20 -0.4%
9 10
11
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