ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$25.6M
2
SFI
SPC Financial Inc
Maryland
$14.6M
3
Bank of America
Bank of America
North Carolina
$855M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$0
2
MMFA
Main Management Fund Advisors
California
$0
3
CA
CSM Advisors
Pennsylvania
$0
4
NRA
NSI Retail Advisors
Pennsylvania
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
301
StoneX Group
New York
$336K -$33.6K -316 -9%
SFA
302
Sequoia Financial Advisors
Ohio
$336K +$2.86K +27 +0.9%
AIP
303
Almanack Investment Partners
Pennsylvania
$331K +$17K +160 +5%
AF
304
Allworth Financial
California
$324K -$4.35K -41 -1%
BMWM
305
Brown Miller Wealth Management
Virginia
$323K +$43.2K +408 +15%
NEPWA
306
New England Private Wealth Advisors
Massachusetts
$323K – – –
IA
307
Insight Advisors
Pennsylvania
$323K – – –
MAG
308
Mayfair Advisory Group
Alabama
$320K -$18K -164 -5%
WF
309
Warner Financial
Maryland
$319K – – –
GC
310
Gruss & Co
Florida
$318K +$318K +3,000 New
PTC
311
Private Trust Company
Ohio
$317K -$56.5K -533 -15%
PPP
312
Private Portfolio Partners
New Jersey
$317K +$85.8K +810 +37%
OWA
313
Octavia Wealth Advisors
Ohio
$301K +$849 +8 +0.3%
BCP
314
Berkeley Capital Partners
Georgia
$300K +$7.31K +69 +3%
NFSG
315
Newbridge Financial Services Group
Florida
$296K +$74.8K +706 +34%
BI
316
Bramshill Investments
Florida
$296K – – –
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$293K -$70.7K -667 -19%
FAM
318
Flaharty Asset Management
Florida
$293K +$19.1K +180 +7%
WCM
319
WealthBridge Capital Management
Ohio
$292K -$7.74K -73 -3%
AR
320
Apeiron RIA
Texas
$289K – – –
AWA
321
Arete Wealth Advisors
Illinois
$289K +$289K +2,723 New
KWM
322
Kingsview Wealth Management
Oregon
$288K -$178K -1,682 -38%
CIAS
323
Capital Investment Advisory Services
North Carolina
$288K -$38.9K -367 -12%
VWA
324
Visionary Wealth Advisors
Illinois
$287K -$742 -7 -0.3%
EW
325
Evoke Wealth
California
$287K – – –
11 12
13
14 15