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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 %
BWP
376
Baldwin Wealth Partners
Massachusetts
$13K – – –
CWC
377
Carolinas Wealth Consulting
North Carolina
$12K – – –
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K – – –
RDFA
379
Ritter Daniher Financial Advisory
Ohio
$11K – – –
ACA
380
Aptus Capital Advisors
Alabama
$11K +$11K +100 New
EDRH
381
Edmond de Rothschild Holding
Switzerland
$9K -$2.03K -18 -18%
CIAS
382
Capital Investment Advisory Services
North Carolina
$9K – – –
LFASL
383
Lugano Financial Advisors SA (LFA)
Switzerland
$9K – – –
BW
384
Bison Wealth
Georgia
$9K +$111 +1 +1%
WAS
385
Winch Advisory Services
Wisconsin
$9K +$5.82K +55 +183%
CFN
386
Cordasco Financial Network
Florida
$8K +$3.33K +30 +71%
KFS
387
Kelly Financial Services
Massachusetts
$7.73K – – –
MAM
388
Meeder Asset Management
Ohio
$7K -$22.7K -191 -76%
RG
389
Retirement Group
California
$7K -$119 -1 -2%
MIM
390
Macroview Investment Management
Maryland
$7K – – –
HWA
391
HHM Wealth Advisors
Tennessee
$7K – – –
RP
392
Rice Partnership
Hawaii
$6K – – –
HPC
393
HM Payson & Co
Maine
$6K – – –
RF
394
Robbins Farley
New Hampshire
$6K +$6K +50 New
MW
395
Milestone Wealth
New York
$5K – – –
GAM
396
Gemmer Asset Management
California
$5K +$5K +50 New
AWM
397
AllSquare Wealth Management
New York
$4K – – –
AF
398
Affiance Financial
Minnesota
$4K – – –
TCM
399
Tradewinds Capital Management
Washington
$3K – – –
AIP
400
Ameritas Investment Partners
Nebraska
$3K – – –
14 15
16
17 18