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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$131M
2
LPL Financial
LPL Financial
California
$113M
3
Goldman Sachs
Goldman Sachs
New York
$55.4M
4
DI
DFPG Investments
Utah
$8.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$50.5M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$27K
2
Bank of America
Bank of America
North Carolina
$925M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.6M
4
SPW
Surience Private Wealth
Washington
$0
5
MSCM
McElhenny Sheffield Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
351
Flaharty Asset Management
Florida
$302K – – –
RJT
352
Raymond James Trust
Florida
$296K – – –
SF
353
Symphony Financial
Texas
$285K +$349 +3 +0.1%
MWM
354
Meridian Wealth Management
Kentucky
$282K +$117 +1 +0%
FHA
355
Flagship Harbor Advisors
Massachusetts
$282K +$117 +1 +0%
CAM
356
Cresset Asset Management
Illinois
$279K +$34.4K +295 +14%
PCM
357
Poehling Capital Management
Wisconsin
$274K – – –
AF
358
Advisornet Financial
Minnesota
$274K -$20.3K -174 -7%
LJAC
359
L.J. Altfest & Co
New York
$274K +$9.79K +84 +4%
MCC
360
Money Concepts Capital
Florida
$273K -$984K -8,433 -78%
IC
361
Inscription Capital
Texas
$270K -$558K -4,785 -67%
BCM
362
Birmingham Capital Management
Alabama
$268K +$268K +2,300 New
WANY
363
Wealthspire Advisors (New York)
New York
$268K +$350 +3 +0.1%
PJSIMP
364
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K +$12K +105 +5%
FCH
365
Freestone Capital Holdings
Washington
$265K – – –
LSA
366
Lion Street Advisors
Texas
$265K -$9.72K -93 -4%
GC
367
Grimes & Company
Massachusetts
$263K -$8.17K -70 -3%
SAG
368
SageView Advisory Group
California
$262K +$262K +2,248 New
NWMG
369
National Wealth Management Group
Ohio
$262K -$1.05K -9 -0.4%
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$8.98K +77 +4%
WIA
371
World Investment Advisors
California
$258K -$34.4K -295 -12%
PPP
372
Private Portfolio Partners
New Jersey
$254K +$11.7K +100 +5%
JSL
373
JT Stratford LLC
Georgia
$245K -$3.15K -27 -1%
VA
374
Valmark Advisers
Ohio
$245K -$218K -1,869 -47%
NFSG
375
Newbridge Financial Services Group
Florida
$243K +$48.5K +416 +25%
13 14
15
16 17