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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

688 hedge funds and large institutions have $3.03B invested in iShares US Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.16%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
121
Increased
239
Reduced
185
Closed
63
Calls
$101M
Puts
$62.8M
Net Calls
+$38.1M
Net Calls Change
+$19.5M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$39M
2
LPL Financial
LPL Financial
California
$162M
3
Wells Fargo
Wells Fargo
California
$120M
4
Bank of America
Bank of America
North Carolina
$595M
5
HighTower Advisors
HighTower Advisors
Illinois
$21.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.4M
3
MSCM
McElhenny Sheffield Capital Management
Texas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
ACA
Aptus Capital Advisors
Alabama
$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
326
Wealth Management Partners
Arizona
$572K -$4.36K -30 -0.8%
EA
327
Enclave Advisors
Texas
$571K -$258K -1,777 -31%
MC
328
Moors & Cabot
Massachusetts
$571K -$11.9K -82 -2%
SC
329
Solstein Capital
California
$563K +$7.99K +55 +1%
MAM
330
Milestone Asset Management
Pennsylvania
$563K -$163K -1,118 -22%
MHFA
331
Mission Hills Financial Advisory
California
$559K +$3.63K +25 +0.7%
BCI
332
Brinker Capital Investments
Pennsylvania
$557K +$116K +797 +26%
OPS
333
Orion Portfolio Solutions
Nebraska
$557K +$116K +797 +26%
RA
334
Rational Advisors
New York
$548K -$838K -5,765 -60%
AWA
335
Adapt Wealth Advisors
Georgia
$547K +$547K +3,762 New
WSFS
336
Wilmington Savings Fund Society
Delaware
$544K +$144K +989 +36%
AWA
337
Arete Wealth Advisors
Illinois
$540K +$23.7K +163 +5%
AP
338
Advisors Preferred
Maryland
$535K +$535K +3,695 New
PJSIMP
339
P.J. Schmidt Investment Management (PJS)
Wisconsin
$527K -$581 -4 -0.1%
AWM
340
Avior Wealth Management
Nebraska
$527K +$39K +268 +8%
GAA
341
Guardian Asset Advisors
Pennsylvania
$526K +$17K +117 +3%
HI
342
Hudock Inc
Pennsylvania
$525K +$16.9K +116 +3%
FFA
343
First Foundation Advisors
California
$512K – – –
AIP
344
Almanack Investment Partners
Pennsylvania
$506K +$291 +2 +0.1%
VWA
345
Visionary Wealth Advisors
Illinois
$500K -$28.6K -197 -5%
FHC
346
First Heartland Consultants
Missouri
$497K – – –
BMWM
347
Brown Miller Wealth Management
Virginia
$493K +$19K +131 +4%
BI
348
Bramshill Investments
Florida
$493K +$87.1K +599 +21%
JSL
349
JT Stratford LLC
Georgia
$484K -$178K -1,223 -27%
CFO
350
CVA Family Office
Colorado
$483K +$483K +3,320 New
12 13
14
15 16