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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $778M invested in iShares US Aerospace & Defense ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 82 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+26
Holders Change %
+8.13%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
67
Increased
82
Reduced
122
Closed
37
Calls
$5.3M
Puts
$3.1M
Net Calls
+$2.21M
Net Calls Change
-$2.41M

Top Buyers

1
MFS
1
Mirabella Financial Services
United Kingdom
$18.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$130M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
LJAC
5
L.J. Altfest & Co
New York
$10.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.1M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
LPL Financial
3
LPL Financial
California
$52.1M
4
FTUS
4
Flow Traders U.S.
New York
$700K
5
NL
5
NWAM LLC
Washington
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
326
Rice Partnership
Hawaii
$6K -$4.53K -43 -43%
RG
327
Retirement Group
California
$6K – – –
HWA
328
HHM Wealth Advisors
Tennessee
$6K – – –
CAL
329
Capital Analysts LLC
Pennsylvania
$6K +$6K +60 New
HPC
330
HM Payson & Co
Maine
$5K – – –
DWP
331
Destiny Wealth Partners
Florida
$5K – – –
MW
332
Milestone Wealth
New York
$5K +$5K +46 New
AWM
333
AllSquare Wealth Management
New York
$4K – – –
CFN
334
Cordasco Financial Network
Florida
$4K +$4K +42 New
TCM
335
Tradewinds Capital Management
Washington
$3K – – –
WAS
336
Winch Advisory Services
Wisconsin
$3K – – –
AIP
337
Ameritas Investment Partners
Nebraska
$3K – – –
AF
338
Affiance Financial
Minnesota
$3K – – –
GWMIA
339
Global Wealth Management Investment Advisory
Florida
$2K – – –
RPCONE
340
Retirement Planning Company of New England
Rhode Island
$2K +$2K +23 New
WAM
341
WFA Asset Management
Wisconsin
$1.66K +$1.66K +16 New
CWA
342
Clearview Wealth Advisors
Oregon
$1K – – –
IF
343
Integrity Financial
Wyoming
$1K +$1K +6 New
HCP
344
Hexagon Capital Partners
Arkansas
$1K +$1K +8 New
FHC
345
First Heartland Consultants
Missouri
$516 – – –
EWA
346
Evolution Wealth Advisors
Florida
$206 -$628 -6,100 -75%
FFG
347
Ford Financial Group
California
$11 +$11 +107 New
PP
348
Prudential plc
United Kingdom
– -$2.12M -20,320 Closed
GPFA
349
Game Plan Financial Advisors
Ohio
– -$1.54M -14,771 Closed
QIM
350
Quantitative Investment Management
Virginia
– -$777K -7,454 Closed
12 13
14
15 16