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iShares US Aerospace & Defense ETF

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
326
Barclays
United Kingdom
$418K -$4.24M -33,526 -91%
SCM
327
Steele Capital Management
Iowa
$416K +$416K +3,286 New
WA
328
Wealth Alliance
New York
$414K
PVH
329
Psagot Value Holdings
Israel
$410K -$60.1K -475 -13%
AR
330
Apeiron RIA
Texas
$407K +$61.8K +488 +18%
WSCM
331
Wellington Shields Capital Management
New York
$407K +$407K +3,216 New
EM
332
ELCO Management
New York
$405K +$405K +3,200 New
OBWG
333
Onyx Bridge Wealth Group
New York
$403K -$27.2K -215 -6%
WP
334
WealthSource Partners
California
$401K -$242K -1,914 -38%
AIP
335
Almanack Investment Partners
Pennsylvania
$401K +$5.57K +44 +1%
FHA
336
Flagship Harbor Advisors
Massachusetts
$399K +$87.5K +691 +28%
NEPWA
337
New England Private Wealth Advisors
Massachusetts
$398K +$12.9K +102 +3%
SG
338
StoneX Group
New York
$398K -$2.41K -19 -0.6%
PJSIMP
339
P.J. Schmidt Investment Management (PJS)
Wisconsin
$396K +$111K +911 +39%
AF
340
Allworth Financial
California
$394K +$6.84K +54 +2%
BMWM
341
Brown Miller Wealth Management
Virginia
$393K +$6.46K +51 +2%
MWM
342
Meridian Wealth Management
Kentucky
$392K -$225K -1,775 -36%
LA
343
LM Advisors
California
$390K +$390K +3,083 New
EFG
344
Ehrlich Financial Group
California
$382K +$382K +3,019 New
BCP
345
Berkeley Capital Partners
Georgia
$371K +$12.8K +101 +4%
WCM
346
WealthBridge Capital Management
Ohio
$367K +$19K +150 +5%
WIA
347
World Investment Advisors
California
$367K +$106K +835 +41%
SFA
348
Sequoia Financial Advisors
Ohio
$366K -$34.4K -272 -9%
CP
349
Castleview Partners
Texas
$365K +$364K +2,873 +20,521%
LSA
350
Lion Street Advisors
Texas
$363K +$35.8K +283 +11%