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iShares US Aerospace & Defense ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
301
Global Retirement Partners
California
$414K +$2.45K +21 +0.6%
PTC
302
Private Trust Company
Ohio
$411K +$62.2K +533 +18%
SG
303
StoneX Group
New York
$406K -$141K -1,208 -26%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$401K -$72.6K -622 -15%
FHC
305
First Heartland Consultants
Missouri
$399K
CCM
306
Coldstream Capital Management
Washington
$399K
BPC
307
Banque Pictet & Cie
Switzerland
$398K +$191K +1,635 +92%
BCM
308
Brasada Capital Management
Texas
$397K +$11.1K +95 +3%
PP
309
Patron Partners
Texas
$396K -$7K -60 -2%
AWA
310
Arkadios Wealth Advisors
Georgia
$388K +$141K +1,206 +57%
US Bancorp
311
US Bancorp
Minnesota
$383K +$66.6K +571 +21%
WA
312
Wealth Alliance
New York
$382K -$36.5K -313 -9%
TW
313
TrinityPoint Wealth
Connecticut
$372K +$4.78K +41 +1%
BPA
314
Beacon Pointe Advisors
California
$370K -$90.8K -778 -20%
CCA
315
Cadent Capital Advisors
Oklahoma
$370K +$25.6K +219 +7%
SFA
316
Sequoia Financial Advisors
Ohio
$366K +$233 +2 +0.1%
GCA
317
Greenwood Capital Associates
South Carolina
$366K -$7.47K -64 -2%
RDWM
318
Red Door Wealth Management
Tennessee
$364K +$364K +3,123 New
AF
319
Allworth Financial
California
$362K -$8.05K -69 -2%
CIAS
320
Capital Investment Advisory Services
North Carolina
$359K +$31.1K +267 +9%
NWM
321
NEIRG Wealth Management
Massachusetts
$359K -$2.86M -24,493 -89%
MAG
322
Mayfair Advisory Group
Alabama
$358K -$67.8K -584 -16%
LDB
323
Lee, Danner & Bass
Tennessee
$357K +$357K +3,063 New
MC
324
Moors & Cabot
Massachusetts
$355K -$26.3K -225 -7%
NEPWA
325
New England Private Wealth Advisors
Massachusetts
$355K