ITA icon

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
$1.2B
2
MSCM
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
376
JT Stratford LLC
Georgia
$316K – – –
MSAM
377
Moloney Securities Asset Management
Missouri
$314K – – –
HWA
378
HCR Wealth Advisors
California
$312K -$9.9K -75 -3%
PCM
379
Poehling Capital Management
Wisconsin
$310K – – –
MCC
380
Money Concepts Capital
Florida
$309K -$3.83K -29 -1%
CWS
381
Confluence Wealth Services
Pennsylvania
$308K +$308K +2,334 New
TFP
382
Traction Financial Partners
Wyoming
$307K -$11.1K -82 -3%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$18.2K +138 +6%
AF
384
Advisornet Financial
Minnesota
$301K – – –
PP
385
Patten & Patten
Tennessee
$296K – – –
SW
386
SVB Wealth
Massachusetts
$294K -$45.9K -348 -14%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$290K +$80.3K +609 +38%
MMA
388
Miracle Mile Advisors
California
$289K -$49.1K -372 -14%
TSS
389
Two Sigma Securities
New York
$289K +$289K +2,188 New
KA
390
Kovack Advisors
Florida
$288K -$11.6K -88 -4%
PWW
391
Pettyjohn Wood & White
Virginia
$288K -$13.2K -100 -4%
DWS
392
Dynamic Wealth Strategies
California
$284K -$317K -2,400 -53%
RWM
393
Ritholtz Wealth Management
New York
$281K -$29.8K -226 -10%
GC
394
Grimes & Company
Massachusetts
$279K +$923 +7 +0.3%
CWM
395
Centric Wealth Management
Illinois
$278K -$4.03K -31 -1%
LC
396
Landaas & Company
Wisconsin
$277K +$277K +2,100 New
CBFP
397
Cedar Brook Financial Partners
Ohio
$274K -$12.9K -98 -5%
GAM
398
Griffin Asset Management
New York
$268K +$528 +4 +0.2%
AFP
399
Ausdal Financial Partners
Iowa
$267K +$12.4K +94 +5%
BWM
400
BlackDiamond Wealth Management
New York
$266K -$1.72K -13 -0.6%
14 15
16
17 18