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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LPL Financial
2
LPL Financial
California
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.4M
4
DI
4
DFPG Investments
Utah
$8.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$50.5M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$27K
2
Bank of America
2
Bank of America
North Carolina
$925M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.6M
4
SPW
4
Surience Private Wealth
Washington
$0
5
MSCM
5
McElhenny Sheffield Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
326
Insight Advisors
Pennsylvania
$355K +$355K +3,044 New
CG
327
Colony Group
Massachusetts
$354K – – –
WF
328
Warner Financial
Maryland
$352K +$701 +6 +0.2%
GI
329
GAMCO Investors
Connecticut
$350K +$350K +3,000 New
VCM
330
Virtue Capital Management
Tennessee
$348K -$199K -1,704 -36%
AIP
331
Almanack Investment Partners
Pennsylvania
$345K -$5.6K -48 -2%
APWA
332
Atlas Private Wealth Advisors
New Jersey
$340K +$340K +2,909 New
CAG
333
Csenge Advisory Group
Florida
$339K -$224K -1,918 -40%
VWM
334
Vigilare Wealth Management
Arizona
$338K -$63.1K -541 -16%
CA
335
CoreCap Advisors
Michigan
$333K +$333K +2,853 New
MSAM
336
Moloney Securities Asset Management
Missouri
$330K +$19.1K +164 +6%
OWA
337
Octavia Wealth Advisors
Ohio
$330K +$1.75K +15 +0.5%
WCM
338
WealthBridge Capital Management
Ohio
$330K -$2.45K -21 -0.7%
BI
339
Bramshill Investments
Florida
$326K – – –
BCP
340
Berkeley Capital Partners
Georgia
$322K -$2.22K -19 -0.7%
MIC
341
Means Investment Company
Maine
$319K -$11.7K -100 -4%
AR
342
Apeiron RIA
Texas
$319K +$319K +2,730 New
ICG
343
InterOcean Capital Group
Tennessee
$318K +$318K +2,726 New
VWA
344
Visionary Wealth Advisors
Illinois
$317K -$3.73K -32 -1%
EW
345
Evoke Wealth
California
$315K -$59.6K -511 -16%
GLA
346
Good Life Advisors
Pennsylvania
$313K +$5.13K +44 +2%
VAFP
347
Vahanian & Associates Financial Planning
New York
$308K +$13.4K +115 +5%
BMWM
348
Brown Miller Wealth Management
Virginia
$308K +$12.7K +109 +4%
AWS
349
AJ Wealth Strategies
New York
$305K – – –
MAC
350
Mason & Associates (California)
California
$302K – – –
12 13
14
15 16