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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.2B
2
MSCM
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Towercrest Capital Management
Pennsylvania
$509K – – –
CFS
302
CRA Financial Services
New Jersey
$502K +$3.3K +25 +0.7%
BAM
303
Belpointe Asset Management
Nevada
$501K -$10.3K -78 -2%
COCM
304
Charter Oak Capital Management
New Hampshire
$501K +$396 +3 +0.1%
WI
305
Wintrust Investments
Illinois
$499K -$126K -958 -20%
VC
306
Vicus Capital
Pennsylvania
$498K -$12.3K -93 -2%
FC
307
Fusion Capital
South Carolina
$497K +$497K +3,769 New
LA
308
LM Advisors
California
$497K +$90.2K +684 +22%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$494K +$4.35K +33 +0.9%
MC
310
Moors & Cabot
Massachusetts
$494K +$132 +1 +0%
WANY
311
Wealthspire Advisors (New York)
New York
$493K +$120K +911 +32%
BMCM
312
Burns Matteson Capital Management
New York
$492K -$63.7K -483 -11%
IFS
313
Ifrah Financial Services
Arkansas
$482K -$10.3K -78 -2%
VWA
314
Visionary Wealth Advisors
Illinois
$478K +$153K +1,156 +47%
FFA
315
First Foundation Advisors
California
$465K -$39.7K -301 -8%
GAA
316
Guardian Asset Advisors
Pennsylvania
$462K +$132 +1 +0%
HI
317
Hudock Inc
Pennsylvania
$460K -$8.84K -67 -2%
PJSIMP
318
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$30.7K +233 +7%
CFO
319
Colony Family Offices
North Carolina
$453K – – –
FHC
320
First Heartland Consultants
Missouri
$451K +$132 +1 +0%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$450K +$182K +1,376 +68%
SG
322
StoneX Group
New York
$449K +$34.4K +261 +8%
PHS
323
Pekin Hardy Strauss
Illinois
$448K +$448K +3,395 New
TRCT
324
Tower Research Capital (TRC)
New York
$446K -$3.27M -24,752 -88%
TW
325
TrinityPoint Wealth
Connecticut
$443K -$3.43K -26 -0.8%
11 12
13
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