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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

647 hedge funds and large institutions have $2.78B invested in iShares US Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+33
Holders Change %
+5.37%
% of All Funds
9.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
91
Increased
209
Reduced
204
Closed
51
Calls
$44.7M
Puts
$26.1M
Net Calls
+$18.6M
Net Calls Change
+$20.8M

Top Buyers

1
MSCM
McElhenny Sheffield Capital Management
Texas
$16.5M
2
BEI
Benjamin Edwards Inc
Missouri
$14.8M
3
ACA
Aptus Capital Advisors
Alabama
$11M
4
LPL Financial
LPL Financial
California
$146M
5
FNC
First National Corp
Massachusetts
$9.88M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$601M
2
RBA
Richard Bernstein Advisors
New York
$8.35M
3
Millennium Management
Millennium Management
New York
$411K
4
HighTower Advisors
HighTower Advisors
Illinois
$10.5M
5
Goldman Sachs
Goldman Sachs
New York
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
376
Capital Investment Advisory Services
North Carolina
$386K +$8.38K +56 +2%
PPP
377
Private Portfolio Partners
New Jersey
$385K +$385K +2,570 New
SFA
378
Sequoia Financial Advisors
Ohio
$377K -$18.7K -125 -5%
SF
379
Symphony Financial
Texas
$376K – – –
BMCM
380
Burns Matteson Capital Management
New York
$376K -$77.5K -518 -17%
QCM
381
Quantinno Capital Management
New York
$367K +$367K +2,455 New
EM
382
ELCO Management
New York
$359K +$97.3K +650 +37%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$7.63K +51 +2%
MSAM
384
Moloney Securities Asset Management
Missouri
$355K -$898 -6 -0.3%
IA
385
Insight Advisors
Pennsylvania
$353K +$299 +2 +0.1%
PCM
386
Poehling Capital Management
Wisconsin
$352K – – –
HWA
387
HCR Wealth Advisors
California
$346K -$33.2K -222 -9%
LFAS
388
Level Four Advisory Services
Texas
$346K +$21.7K +150 +7%
MCC
389
Money Concepts Capital
Florida
$344K +$1.5K +10 +0.4%
EWA
390
EverSource Wealth Advisors
Alabama
$344K -$53.7K -359 -14%
VWM
391
Vigilare Wealth Management
Arizona
$343K +$34.6K +231 +11%
TFP
392
Traction Financial Partners
Wyoming
$338K -$1.8K -12 -0.5%
NCM
393
Narwhal Capital Management
Georgia
$338K – – –
TW
394
TrinityPoint Wealth
Connecticut
$337K -$164K -1,096 -33%
SF
395
Summit Financial
New Jersey
$334K +$7.63K +51 +2%
MWM
396
Meridian Wealth Management
Kentucky
$332K +$332K +2,217 New
AF
397
Advisornet Financial
Minnesota
$332K – – –
RWM
398
Ritholtz Wealth Management
New York
$331K – – –
PWW
399
Pettyjohn Wood & White
Virginia
$326K – – –
MIM
400
Meixler Investment Management
Arizona
$326K -$122K -812 -27%
14 15
16
17 18