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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$60.8M
2
MSCM
McElhenny Sheffield Capital Management
Texas
+$19.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18.8M
4
ACA
Aptus Capital Advisors
Alabama
+$9.35M
5
CCA
Cadent Capital Advisors
Oklahoma
+$8.48M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$268M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$26.3M
5
Citigroup
Citigroup
New York
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
351
Bramshill Investments
Florida
$368K – – –
MIC
352
Means Investment Company
Maine
$366K +$17.4K +132 +5%
IWM
353
IHT Wealth Management
Illinois
$366K -$1.58K -12 -0.4%
DWAM
354
Duncan Williams Asset Management
Tennessee
$366K +$366K +2,774 New
EFG
355
Ehrlich Financial Group
California
$365K -$33K -250 -8%
LSA
356
Lion Street Advisors
Texas
$363K – – –
LAM
357
Lewis Asset Management
California
$361K -$143K -1,084 -28%
BCI
358
Brinker Capital Investments
Pennsylvania
$357K +$53.6K +406 +18%
OPS
359
Orion Portfolio Solutions
Nebraska
$357K +$53.6K +406 +18%
EW
360
Evoke Wealth
California
$356K +$119K +900 +50%
CIAS
361
Capital Investment Advisory Services
North Carolina
$356K +$11.3K +86 +3%
OWA
362
Octavia Wealth Advisors
Ohio
$356K -$17.7K -134 -5%
GLA
363
Good Life Advisors
Pennsylvania
$351K -$9.5K -72 -3%
KWA
364
Kingswood Wealth Advisors
California
$348K +$96.8K +734 +39%
IPAM
365
Investment Partners Asset Management
New Jersey
$346K – – –
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$342K +$115K +868 +50%
WMP
367
Wealth Management Partners
Arizona
$341K -$4.75K -36 -1%
PPP
368
Private Portfolio Partners
New Jersey
$337K +$1.32K +10 +0.4%
IA
369
Insight Advisors
Pennsylvania
$337K -$18.9K -143 -5%
SF
370
Symphony Financial
Texas
$333K -$6.2K -47 -2%
MGIA
371
Moneta Group Investment Advisors
Missouri
$328K +$328K +2,486 New
EWA
372
EverSource Wealth Advisors
Alabama
$322K +$224K +1,725 +230%
CFS
373
Coordinated Financial Services
Colorado
$320K +$320K +2,429 New
Twin Tree Management
374
Twin Tree Management
Texas
$318K +$318K +2,413 New
CAG
375
Csenge Advisory Group
Florida
$318K -$376K -2,853 -54%
13 14
15
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