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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$25.6M
2
SFI
SPC Financial Inc
Maryland
$14.6M
3
Bank of America
Bank of America
North Carolina
$855M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$0
2
MMFA
Main Management Fund Advisors
California
$0
3
CA
CSM Advisors
Pennsylvania
$0
4
NRA
NSI Retail Advisors
Pennsylvania
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
351
Advisor Resource Council
Texas
$238K +$238K +2,250 New
CAM
352
Cresset Asset Management
Illinois
$238K -$16K -151 -6%
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$237K -$258K -2,430 -52%
GC
354
Grimes & Company
Massachusetts
$234K -$5.19K -49 -2%
SWM
355
Segment Wealth Management
Texas
$233K -$3.67M -34,661 -94%
JSL
356
JT Stratford LLC
Georgia
$229K +$6.36K +60 +3%
NS
357
NBC Securities
Alabama
$226K +$226K +2,141 New
KWA
358
Kingswood Wealth Advisors
California
$226K +$226K +2,130 New
BWM
359
BlackDiamond Wealth Management
New York
$224K +$224K +2,083 New
LJAC
360
L.J. Altfest & Co
New York
$223K -$26.4K -249 -11%
MAM
361
MWA Asset Management
Massachusetts
$222K +$222K +2,092 New
NWMG
362
National Wealth Management Group
Ohio
$219K -$18.2K -172 -8%
WIA
363
World Investment Advisors
California
$219K -$15.9K -150 -7%
PWW
364
Pettyjohn Wood & White
Virginia
$215K – – –
PA
365
Procyon Advisors
Connecticut
$212K +$212K +2,000 New
IFO
366
Independent Family Office
New York
$212K – – –
AWA
367
Arkadios Wealth Advisors
Georgia
$211K -$142K -1,338 -40%
VA
368
Valmark Advisers
Ohio
$208K -$14.7K -139 -7%
NCM
369
Narwhal Capital Management
Georgia
$208K – – –
AWM
370
Avitas Wealth Management
California
$207K +$106 +1 +0.1%
RWA
371
Ropes Wealth Advisors
Massachusetts
$206K -$1.8K -17 -0.9%
MAM
372
Milestone Asset Management
Pennsylvania
$206K +$206K +1,962 New
AFP
373
Ausdal Financial Partners
Iowa
$205K +$19K +179 +10%
GAM
374
Griffin Asset Management
New York
$204K +$15.8K +149 +8%
BJL
375
Brighton Jones LLC
Washington
$204K +$204K +1,923 New
13 14
15
16 17