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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 %
WSTAM
376
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$243K +2,079 New
PWW
377
Pettyjohn Wood & White
Virginia
$236K -$30.3K -260 -11%
IFO
378
Independent Family Office
New York
$233K – – –
BTWM
379
Baker Tilly Wealth Management
Wisconsin
$233K – – –
DS
380
DRW Securities
Illinois
$233K +$233K +2,000 New
TA
381
TrueWealth Advisors
Alabama
$231K – – –
RWA
382
Ropes Wealth Advisors
Massachusetts
$229K -$2.1K -18 -0.9%
NCM
383
Narwhal Capital Management
Georgia
$229K -$233K -2,000 -51%
AWM
384
Avitas Wealth Management
California
$228K +$2.8K +24 +1%
Northern Trust
385
Northern Trust
Illinois
$226K -$186K -1,592 -45%
JAG
386
Journey Advisory Group
Kentucky
$222K -$11.7K -100 -5%
GCM
387
Gunderson Capital Management
South Carolina
$222K +$222K +1,899 New
CAS
388
Coppell Advisory Solutions
Texas
$221K -$29.6K -254 -12%
PFT
389
Providence First Trust
Arizona
$216K -$17.5K -150 -8%
GIA
390
Guyasuta Investment Advisors
Pennsylvania
$216K – – –
OIA
391
Optimum Investment Advisors
Illinois
$216K – – –
CBFP
392
Cedar Brook Financial Partners
Ohio
$216K +$350 +3 +0.2%
GEA
393
Glen Eagle Advisors
New Jersey
$214K +$36.1K +309 +20%
LA
394
LexAurum Advisors
Kansas
$213K +$117 +1 +0.1%
CWM
395
Connecticut Wealth Management
Connecticut
$210K – – –
CIA
396
Capital Investment Advisors
Georgia
$210K +$210K +1,800 New
MIM
397
Marco Investment Management
Georgia
$210K – – –
DI
398
Diligent Investors
California
$210K – – –
CG
399
Cutler Group
California
$210K +$210K +1,800 New
RCAG
400
Rehmann Capital Advisory Group
Michigan
$210K -$7.47K -64 -3%
14 15
16
17 18