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iShares US Aerospace & Defense ETF

614 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 220 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
8.93%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
56
Increased
220
Reduced
189
Closed
46
Calls
$21.1M
Puts
$23.4M
Net Calls
-$2.23M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BMWM
326
Brown Miller Wealth Management
Virginia
$441K +$20.9K +158 +5%
CSS
327
Cubist Systematic Strategies
Connecticut
$436K +$436K +3,305 New
GVAG
328
Great Valley Advisor Group
Delaware
$433K -$5.01K -38 -1%
BCI
329
Brinker Capital Investments
Pennsylvania
$433K +$75.4K +571 +21%
OPS
330
Orion Portfolio Solutions
Nebraska
$433K +$75.4K +571 +21%
WA
331
Wealth Alliance
New York
$432K
AWM
332
AE Wealth Management
Kansas
$431K -$404K -3,060 -48%
PTC
333
Private Trust Company
Ohio
$431K -$196K -1,485 -31%
LC
334
Landaas & Company
Wisconsin
$429K +$152K +1,150 +55%
PFA
335
Pinnacle Family Advisors
Missouri
$425K +$425K +3,219 New
AR
336
Apeiron RIA
Texas
$425K
AWM
337
Avondale Wealth Management
Texas
$423K +$423K +3,200 New
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$416K +$126K +957 +44%
PA
339
Procyon Advisors
Connecticut
$416K
NEPWA
340
New England Private Wealth Advisors
Massachusetts
$416K +$132 +1 +0%
OBWG
341
Onyx Bridge Wealth Group
New York
$415K
AF
342
Allworth Financial
California
$407K -$19.4K -145 -5%
BMCM
343
Burns Matteson Capital Management
New York
$400K -$92.4K -700 -19%
GM
344
GeoWealth Management
Illinois
$399K +$399K +3,021 New
TF
345
Trek Financial
Arizona
$399K +$162K +1,224 +68%
MCM
346
Magnolia Capital Management
New York
$398K
MIM
347
Meixler Investment Management
Arizona
$395K -$572K -4,333 -59%
WC
348
Weil Company
California
$394K +$394K +2,981 New
RFA
349
Rollins Financial Advisors
New York
$393K +$393K +2,977 New
AWM
350
Avior Wealth Management
Nebraska
$392K -$29.3K -222 -7%