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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 %
Corient Private Wealth
276
Corient Private Wealth
Florida
$479K -$408K -3,501 -46%
FFA
277
First Foundation Advisors
California
$472K +$472K +4,049 New
VFG
278
V2 Financial group
Illinois
$467K – – –
BAAM
279
Baker Avenue Asset Management
California
$467K +$216K +1,855 +86%
SW
280
SVB Wealth
Massachusetts
$465K -$45.9K -393 -9%
BFA
281
Benedict Financial Advisors
Georgia
$463K +$463K +3,968 New
PI
282
PFG Investments
New York
$457K -$54.9K -471 -11%
WAM
283
WNY Asset Management
New York
$456K -$54.4K -466 -11%
CW
284
CIC Wealth
Maryland
$455K +$130K +1,110 +40%
GCP
285
GSA Capital Partners
United Kingdom
$452K +$452K +3,871 New
VAS
286
Vestmark Advisory Solutions
Massachusetts
$452K +$5.02K +43 +1%
YIH
287
Y-Intercept (HK)
Hong Kong
$451K -$84.8K -727 -16%
TCM
288
Towercrest Capital Management
Pennsylvania
$450K – – –
Wealthfront Advisers
289
Wealthfront Advisers
California
$445K +$24.3K +208 +6%
CFS
290
CRA Financial Services
New Jersey
$441K -$14.6K -125 -3%
BCA
291
Bay Colony Advisors
Massachusetts
$435K +$40.5K +347 +10%
PVH
292
Psagot Value Holdings
Israel
$433K +$433K +3,713 New
BAM
293
Belpointe Asset Management
Nevada
$431K -$1.99M -17,094 -82%
HI
294
Hudock Inc
Pennsylvania
$424K -$14.1K -121 -3%
HH
295
Hilltop Holdings
Texas
$424K -$243K -2,087 -36%
AWM
296
Avaii Wealth Management
Wisconsin
$422K +$422K +3,614 New
OBWG
297
Onyx Bridge Wealth Group
New York
$421K – – –
KPWS
298
Kestra Private Wealth Services
Texas
$416K -$1.17K -10 -0.3%
AFA
299
Atlas Financial Advisors
California
$416K +$13.2K +113 +3%
COCM
300
Charter Oak Capital Management
New Hampshire
$416K +$14.8K +127 +4%
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