ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$24.2M
2
SFI
SPC Financial Inc
Maryland
+$14.6M
3
Bank of America
Bank of America
North Carolina
+$14.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.7M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
-$148M
2
MMFA
Main Management Fund Advisors
California
-$25.3M
3
CA
CSM Advisors
Pennsylvania
-$25.1M
4
NRA
NSI Retail Advisors
Pennsylvania
-$25.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
326
Good Life Advisors
Pennsylvania
$284K -$530 -5 -0.2%
RWM
327
Ritholtz Wealth Management
New York
$284K +$284K +2,678 New
GS
328
GTS Securities
New York
$284K +$284K +2,676 New
MAC
329
Mason & Associates (California)
California
$282K +$7.42K +70 +3%
SW
330
SVB Wealth
Massachusetts
$282K -$141K -1,329 -33%
VAFP
331
Vahanian & Associates Financial Planning
New York
$280K – – –
MIC
332
Means Investment Company
Maine
$277K -$12.2K -115 -4%
MC
333
Moors & Cabot
Massachusetts
$276K -$47.1K -444 -15%
LSA
334
Lion Street Advisors
Texas
$274K +$5.19K +49 +2%
WANY
335
Wealthspire Advisors (New York)
New York
$271K +$27.8K +262 +11%
TSS
336
Two Sigma Securities
New York
$269K +$269K +2,539 New
FHA
337
Flagship Harbor Advisors
Massachusetts
$261K +$4.66K +44 +2%
GRP
338
Global Retirement Partners
California
$261K -$107K -1,035 -29%
MSAM
339
Moloney Securities Asset Management
Missouri
$260K -$40.1K -378 -13%
APWA
340
Atlas Private Wealth Advisors
New Jersey
$254K -$54.3K -512 -18%
PJSIMP
341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K – – –
SF
342
Symphony Financial
Texas
$252K -$4.93K -47 -2%
PCM
343
Poehling Capital Management
Wisconsin
$249K – – –
AF
344
Advisornet Financial
Minnesota
$249K – – –
MCC
345
Money Concepts Capital
Florida
$248K – – –
SAG
346
SageView Advisory Group
California
$247K +$8.37K +79 +4%
HWA
347
HCR Wealth Advisors
California
$246K -$272K -2,564 -52%
KA
348
Kovack Advisors
Florida
$244K +$244K +2,303 New
BCM
349
Birmingham Capital Management
Alabama
$244K – – –
PFS
350
Prospera Financial Services
Texas
$239K +$51.8K +489 +28%
12 13
14
15 16