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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $778M invested in iShares US Aerospace & Defense ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 82 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+26
Holders Change %
+8.13%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
67
Increased
82
Reduced
122
Closed
37
Calls
$5.3M
Puts
$3.1M
Net Calls
+$2.21M
Net Calls Change
-$2.41M

Top Buyers

1
MFS
1
Mirabella Financial Services
United Kingdom
$18.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$130M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
LJAC
5
L.J. Altfest & Co
New York
$10.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.1M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
LPL Financial
3
LPL Financial
California
$52.1M
4
FTUS
4
Flow Traders U.S.
New York
$700K
5
NL
5
NWAM LLC
Washington
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Sugarloaf Wealth Management
Georgia
$18K -$10.2K -100 -36%
IWP
302
IAG Wealth Partners
Wisconsin
$18K – – –
PK
303
Pflug Koory
Nebraska
$16K – – –
BBPWM
304
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
GWS
305
Glassman Wealth Services
Virginia
$15K – – –
Citigroup
306
Citigroup
New York
$15K +$925 +9 +7%
MIFH
307
Migdal Insurance & Financial Holdings
Israel
$14K – – –
SC
308
SouthState Corp
Florida
$14K +$14K +140 New
SIC
309
Salem Investment Counselors
North Carolina
$13K +$13K +130 New
BWP
310
Baldwin Wealth Partners
Massachusetts
$12K – – –
CWC
311
Carolinas Wealth Consulting
North Carolina
$11K -$5.14K -50 -32%
SSB
312
Sandy Spring Bank
Maryland
$11K – – –
CAAS
313
Capital Asset Advisory Services
Michigan
$10K -$240K -2,402 -96%
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$10K – – –
EDRH
315
Edmond de Rothschild Holding
Switzerland
$10K – – –
DAM
316
Delta Asset Management
Tennessee
$10K – – –
GWANC
317
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$10K +100 New
LFASL
318
Lugano Financial Advisors SA (LFA)
Switzerland
$9K – – –
COCM
319
Charter Oak Capital Management
New Hampshire
$9K – – –
CIAS
320
Capital Investment Advisory Services
North Carolina
$8K -$13.7K -135 -63%
BW
321
Bison Wealth
Georgia
$8K -$800 -8 -9%
RIA
322
Richwood Investment Advisors
Ohio
$8K +$8K +75 New
KFS
323
Kelly Financial Services
Massachusetts
$7.16K – – –
MIM
324
Macroview Investment Management
Maryland
$7K – – –
GI
325
Gradient Investments
Minnesota
$7K +$7K +70 New
11 12
13
14 15