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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

647 hedge funds and large institutions have $2.78B invested in iShares US Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+33
Holders Change %
+5.37%
% of All Funds
9.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
91
Increased
209
Reduced
204
Closed
51
Calls
$44.7M
Puts
$26.1M
Net Calls
+$18.6M
Net Calls Change
+$20.8M

Top Buyers

1
MSCM
McElhenny Sheffield Capital Management
Texas
+$16.5M
2
BEI
Benjamin Edwards Inc
Missouri
+$13.9M
3
ACA
Aptus Capital Advisors
Alabama
+$11M
4
LPL Financial
LPL Financial
California
+$10.3M
5
FNC
First National Corp
Massachusetts
+$9.88M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$769M
2
RBA
Richard Bernstein Advisors
New York
-$67.4M
3
Millennium Management
Millennium Management
New York
-$12.8M
4
HighTower Advisors
HighTower Advisors
Illinois
-$11.5M
5
Goldman Sachs
Goldman Sachs
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
276
Milestone Asset Management
Pennsylvania
$747K -$13K -87 -2%
PWM
277
Purus Wealth Management
California
$740K +$299 +2 +0%
RCM
278
RMR Capital Management
California
$725K +$150 +1 +0%
FC
279
Fusion Capital
South Carolina
$721K +$138K +922 +24%
AWM
280
AE Wealth Management
Kansas
$720K +$231K +1,546 +47%
JPLA
281
Joseph P. Lucia & Associates
New York
$719K -$4.64K -31 -0.6%
HH
282
Hilltop Holdings
Texas
$716K +$92.2K +616 +15%
EWA
283
Exencial Wealth Advisors
Oklahoma
$714K -$23.5K -157 -3%
BPA
284
Beacon Pointe Advisors
California
$713K -$32.2K -215 -4%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$706K +$299 +2 +0%
TWM
286
Tradition Wealth Management
Minnesota
$699K – – –
IFS
287
Ifrah Financial Services
Arkansas
$691K +$169K +1,132 +32%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$689K +$36.4K +243 +6%
HF
289
HRT Financial
New York
$688K +$688K +4,602 New
JSL
290
JT Stratford LLC
Georgia
$681K +$322K +2,155 +90%
SWM
291
Silverlake Wealth Management
Vermont
$668K -$56K -374 -8%
FCM
292
Firestone Capital Management
Florida
$662K – – –
SEIA
293
Signature Estate & Investment Advisors
California
$658K -$38.6K -258 -6%
COCM
294
Charter Oak Capital Management
New Hampshire
$656K +$31.7K +212 +5%
Deutsche Bank
295
Deutsche Bank
Germany
$652K -$50.9K -340 -7%
FHA
296
Flagship Harbor Advisors
Massachusetts
$645K +$645K +4,307 New
BCM
297
Brookstone Capital Management
Illinois
$644K -$104K -697 -14%
MWM
298
MGB Wealth Management
Texas
$641K – – –
WCM
299
WealthBridge Capital Management
Ohio
$633K +$29.9K +200 +5%
State of Wisconsin Investment Board
300
State of Wisconsin Investment Board
Wisconsin
$632K +$632K +4,221 New
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12
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