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iShares US Aerospace & Defense ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
CoreCap Advisors
Michigan
$202K -$101K -950 -33%
JAG
377
Journey Advisory Group
Kentucky
$201K
OIA
378
Optimum Investment Advisors
Illinois
$196K
GEA
379
Glen Eagle Advisors
New Jersey
$195K
CAS
380
Coppell Advisory Solutions
Texas
$192K -$20.1K -180 -9%
AA
381
Ancora Advisors
Ohio
$182K
DWMG
382
DB Wealth Management Group
California
$174K +$15.7K +148 +10%
WP
383
WealthShield Partners
North Carolina
$170K
PMAM
384
Picton Mahoney Asset Management
Ontario, Canada
$159K
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$159K +$29.5K +278 +23%
HIA
386
Harbor Investment Advisory
Maryland
$156K
CF
387
Centaurus Financial
California
$147K -$4.99K -47 -3%
JFG
388
JDM Financial Group
Texas
$143K
CIA
389
Choate Investment Advisors
Massachusetts
$141K
BFO
390
Biltmore Family Office
North Carolina
$138K
GC
391
Garde Capital
Washington
$131K
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$130K +$52.8K +498 +69%
TFGT
393
TS Financial Group (TSFG)
Illinois
$125K +$425 +4 +0.3%
TSWM
394
Tyler-Stone Wealth Management
Ohio
$121K
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$117K +$49.2K +464 +72%
EWM
396
Evermay Wealth Management
Virginia
$117K
SWA
397
SOA Wealth Advisors
New York
$110K
IA
398
IFP Advisors
Florida
$109K -$1.4M -13,196 -93%
Deutsche Bank
399
Deutsche Bank
Germany
$106K
CPA
400
Cardiff Park Advisors
California
$106K