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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.2B
2
MSCM
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
326
Great Valley Advisor Group
Delaware
$439K +$439K +3,324 New
AIP
327
Almanack Investment Partners
Pennsylvania
$432K +$14.8K +112 +4%
WA
328
Wealth Alliance
New York
$432K – – –
OIA
329
OneDigital Investment Advisors
Kansas
$427K -$27.4K -208 -6%
Wolverine Trading
330
Wolverine Trading
Illinois
$425K +$425K +3,225 New
AR
331
Apeiron RIA
Texas
$425K – – –
PP
332
Patron Partners
Texas
$421K -$32.6K -247 -7%
AWM
333
Avior Wealth Management
Nebraska
$421K +$337K +2,551 +401%
AF
334
Allworth Financial
California
$420K +$9.23K +70 +2%
BMWM
335
Brown Miller Wealth Management
Virginia
$420K +$10.6K +80 +3%
PVH
336
Psagot Value Holdings
Israel
$419K -$7.78K -59 -2%
PA
337
Procyon Advisors
Connecticut
$416K -$251K -1,904 -38%
NEPWA
338
New England Private Wealth Advisors
Massachusetts
$414K – – –
JPLA
339
Joseph P. Lucia & Associates
New York
$414K -$55K -417 -12%
WCM
340
WealthBridge Capital Management
Ohio
$408K +$25.5K +193 +7%
OBWG
341
Onyx Bridge Wealth Group
New York
$407K -$5.57K -43 -1%
RWA
342
Redhawk Wealth Advisors
Minnesota
$405K -$138K -1,049 -25%
MCM
343
Magnolia Capital Management
New York
$398K +$27.7K +210 +7%
FHA
344
Flagship Harbor Advisors
Massachusetts
$396K -$19.7K -149 -5%
FCAS
345
First Command Advisory Services
Texas
$387K +$387K +2,933 New
MWM
346
Meridian Wealth Management
Kentucky
$386K -$22.4K -170 -5%
BCP
347
Berkeley Capital Partners
Georgia
$385K -$1.85K -14 -0.5%
SFA
348
Sequoia Financial Advisors
Ohio
$378K -$4.09K -31 -1%
FAM
349
Flaharty Asset Management
Florida
$377K – – –
CP
350
Castleview Partners
Texas
$374K -$6.47K -49 -2%
12 13
14
15 16