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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

413 hedge funds and large institutions have $1.38B invested in iShares US Aerospace & Defense ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 147 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+67
Holders Change %
+19.36%
% of All Funds
6.54%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.14%
New
108
Increased
147
Reduced
67
Closed
39
Calls
$66.5M
Puts
$31.4M
Net Calls
+$35.1M
Net Calls Change
+$32.9M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$111M
2
Bank of America
2
Bank of America
North Carolina
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$185M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35M
5
Wells Fargo
5
Wells Fargo
California
$51.2M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$3.47M
2
PWP
2
Pursue Wealth Partners
California
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$1K
4
TAM
4
Tocqueville Asset Management
New York
$0
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
351
Avion Wealth
Texas
$29K +$29K +263 New
AIP
352
Ahrens Investment Partners
Louisiana
$28K -$5.6K -50 -17%
COCM
353
Charter Oak Capital Management
New Hampshire
$28K +$18K +165 +179%
HNWAG
354
High Net Worth Advisory Group
Florida
$28K +$28K +250 New
CWP
355
Concord Wealth Partners
Virginia
$27K – – –
CMA
356
Cedar Mountain Advisors
Oregon
$25K – – –
CA
357
Clearstead Advisors
Ohio
$25K – – –
PWMG
358
Prestige Wealth Management Group
New Jersey
$24K – – –
SSB
359
Sandy Spring Bank
Maryland
$24K +$11.9K +109 +99%
MTIC
360
Missouri Trust & Investment Company
Missouri
$23K – – –
FWP
361
FAS Wealth Partners
Kansas
$23K – – –
EI
362
Ellevest Inc
New York
$22K – – –
HCM
363
Highlander Capital Management
New Jersey
$22K +$22K +200 New
NIC
364
Northwest Investment Counselors
Oregon
$22K +$22K +200 New
SWM
365
Sugarloaf Wealth Management
Georgia
$20K -$114 -1 -0.6%
BA
366
Bivin & Associates
Oklahoma
$20K – – –
ODG
367
O'Dell Group
Ohio
$20K +$20K +181 New
IWP
368
IAG Wealth Partners
Wisconsin
$19K – – –
OLVIG
369
Oliver Lagore Vanvalin Investment Group
Michigan
$19K +$19K +164 New
PK
370
Pflug Koory
Nebraska
$18K – – –
GWS
371
Glassman Wealth Services
Virginia
$17K – – –
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$17K – – –
TFGT
373
TS Financial Group (TSFG)
Illinois
$17K +$17K +150 New
BWL
374
Bogart Wealth LLC
Virginia
$17K +$17K +152 New
SIC
375
Salem Investment Counselors
North Carolina
$14K – – –
13 14
15
16 17