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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

647 hedge funds and large institutions have $2.78B invested in iShares US Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+33
Holders Change %
+5.37%
% of All Funds
9.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
91
Increased
209
Reduced
204
Closed
51
Calls
$44.7M
Puts
$26.1M
Net Calls
+$18.6M
Net Calls Change
+$20.8M

Top Buyers

1
MSCM
McElhenny Sheffield Capital Management
Texas
$16.5M
2
BEI
Benjamin Edwards Inc
Missouri
$14.8M
3
ACA
Aptus Capital Advisors
Alabama
$11M
4
LPL Financial
LPL Financial
California
$146M
5
FNC
First National Corp
Massachusetts
$9.88M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$601M
2
RBA
Richard Bernstein Advisors
New York
$8.35M
3
Millennium Management
Millennium Management
New York
$411K
4
HighTower Advisors
HighTower Advisors
Illinois
$10.5M
5
Goldman Sachs
Goldman Sachs
New York
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
301
DRW Securities
Illinois
$628K +$359K +2,400 +133%
WS
302
Wedbush Securities
California
$626K -$976K -6,526 -61%
KeyBank National Association
303
KeyBank National Association
Ohio
$625K -$113K -758 -15%
PHS
304
Pekin Hardy Strauss
Illinois
$624K +$31.4K +210 +5%
CFS
305
CRA Financial Services
New Jersey
$615K +$44.9K +300 +8%
RG
306
Rathbones Group
United Kingdom
$614K -$7.48K -50 -1%
CHC
307
City Holding Co
West Virginia
$610K +$7.48K +50 +1%
SWA
308
SFMG Wealth Advisors
Texas
$604K +$4.64K +31 +0.8%
AR
309
Apeiron RIA
Texas
$603K +$122K +813 +25%
MC
310
Moors & Cabot
Massachusetts
$600K +$26.3K +176 +5%
VFG
311
V2 Financial group
Illinois
$599K – – –
LA
312
LM Advisors
California
$596K +$20.9K +140 +4%
WMP
313
Wealth Management Partners
Arizona
$594K -$2.84K -19 -0.5%
PWM
314
Perigon Wealth Management
California
$586K -$22.4K -150 -4%
KWA
315
Kingswood Wealth Advisors
California
$581K -$29.6K -198 -5%
AWM
316
Avondale Wealth Management
Texas
$580K +$101K +675 +21%
SG
317
StoneX Group
New York
$578K +$68.8K +460 +14%
MHFA
318
Mission Hills Financial Advisory
California
$574K +$574K +3,820 New
SC
319
Solstein Capital
California
$571K – – –
EWM
320
Executive Wealth Management
Michigan
$552K +$552K +3,689 New
VWA
321
Visionary Wealth Advisors
Illinois
$545K +$9.13K +61 +2%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$543K +$3.74K +25 +0.7%
PTC
323
Private Trust Company
Ohio
$538K +$50.1K +335 +10%
AWA
324
Arete Wealth Advisors
Illinois
$531K -$232K -1,549 -30%
AWM
325
Axxcess Wealth Management
California
$528K -$21.7K -145 -4%
11 12
13
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