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iShares US Aerospace & Defense ETF

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
301
Raymond James Trust
Florida
$510K
ICG
302
InterOcean Capital Group
Tennessee
$507K +$30.5K +241 +6%
VFG
303
V2 Financial group
Illinois
$506K
CHC
304
City Holding Co
West Virginia
$503K -$38K -300 -7%
VAFP
305
Vahanian & Associates Financial Planning
New York
$503K +$168K +1,327 +50%
SEIA
306
Signature Estate & Investment Advisors
California
$495K -$19.2K -152 -4%
BAM
307
Belpointe Asset Management
Nevada
$491K +$6.84K +54 +1%
VC
308
Vicus Capital
Pennsylvania
$490K +$20.6K +163 +4%
TCM
309
Towercrest Capital Management
Pennsylvania
$489K
FFA
310
First Foundation Advisors
California
$484K +$28.5K +225 +6%
LAM
311
Lewis Asset Management
California
$484K +$484K +3,821 New
MWM
312
Massachusetts Wealth Management
Massachusetts
$480K +$480K +3,795 New
COCM
313
Charter Oak Capital Management
New Hampshire
$480K +$8.99K +71 +2%
CFS
314
CRA Financial Services
New Jersey
$479K
MC
315
Moors & Cabot
Massachusetts
$474K +$144K +1,139 +44%
IFS
316
Ifrah Financial Services
Arkansas
$472K -$200K -1,577 -30%
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$470K +$119K +940 +34%
JPLA
318
Joseph P. Lucia & Associates
New York
$450K -$75.7K -598 -14%
HI
319
Hudock Inc
Pennsylvania
$450K +$12.8K +101 +3%
GAA
320
Guardian Asset Advisors
Pennsylvania
$443K +$443K +3,498 New
OIA
321
OneDigital Investment Advisors
Kansas
$436K -$48.1K -380 -10%
PP
322
Patron Partners
Texas
$435K
CFO
323
Colony Family Offices
North Carolina
$435K +$435K +3,436 New
FHC
324
First Heartland Consultants
Missouri
$433K
TW
325
TrinityPoint Wealth
Connecticut
$428K -$22.5K -178 -5%