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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 %
Verition Fund Management
351
Verition Fund Management
Connecticut
$482K +$482K +3,314 New
IC
352
IEQ Capital
California
$480K +$38.1K +262 +9%
WA
353
Wealth Alliance
New York
$476K – – –
GVAG
354
Great Valley Advisor Group
Delaware
$473K -$39.1K -269 -8%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$469K +$8.14K +56 +2%
LSPW
356
Lake Street Private Wealth
Illinois
$466K +$260K +1,787 +126%
TR
357
Tepp RIA
New Jersey
$465K +$465K +3,198 New
VC
358
Vicus Capital
Pennsylvania
$464K -$18.5K -127 -4%
PTC
359
Private Trust Company
Ohio
$462K -$60.9K -419 -12%
GS
360
GWN Securities
Florida
$460K +$460K +2,934 New
PA
361
Procyon Advisors
Connecticut
$458K – – –
NEPWA
362
New England Private Wealth Advisors
Massachusetts
$458K +$145 +1 +0%
CW
363
CreativeOne Wealth
Kansas
$452K +$199K +1,372 +79%
APW
364
Aurora Private Wealth
New Jersey
$447K +$203K +1,395 +83%
VWM
365
Vermillion Wealth Management
Minnesota
$443K +$443K +3,050 New
IPAM
366
Investment Partners Asset Management
New Jersey
$441K +$53.8K +370 +14%
MCM
367
Magnolia Capital Management
New York
$438K – – –
HWM
368
HRC Wealth Management
Idaho
$437K +$437K +3,007 New
MMA
369
Miracle Mile Advisors
California
$435K +$58.1K +400 +15%
NWM
370
Nova Wealth Management
Florida
$434K +$434K +2,988 New
MIC
371
Means Investment Company
Maine
$428K +$7.7K +53 +2%
FCAS
372
First Command Advisory Services
Texas
$426K – – –
DS
373
DRW Securities
Illinois
$423K -$187K -1,287 -31%
BCP
374
Berkeley Capital Partners
Georgia
$423K +$291 +2 +0.1%
LAM
375
Lewis Asset Management
California
$420K +$22.1K +152 +6%
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