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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

688 hedge funds and large institutions have $3.03B invested in iShares US Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.16%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
121
Increased
239
Reduced
185
Closed
63
Calls
$101M
Puts
$62.8M
Net Calls
+$38.1M
Net Calls Change
+$19.5M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$39M
2
LPL Financial
LPL Financial
California
$162M
3
Wells Fargo
Wells Fargo
California
$120M
4
Bank of America
Bank of America
North Carolina
$595M
5
HighTower Advisors
HighTower Advisors
Illinois
$21.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.4M
3
MSCM
McElhenny Sheffield Capital Management
Texas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.1M
5
ACA
Aptus Capital Advisors
Alabama
$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
376
Cahill Financial Advisors
Minnesota
$416K -$84.4K -581 -17%
FAM
377
Flaharty Asset Management
Florida
$416K – – –
ATPW
378
Ashton Thomas Private Wealth
Arizona
$411K -$5.81K -40 -1%
OWA
379
Octavia Wealth Advisors
Ohio
$398K -$4.8K -33 -1%
LFAS
380
Level Four Advisory Services
Texas
$395K +$46.8K +322 +13%
ICP
381
Interchange Capital Partners
Pennsylvania
$393K -$51.2K -352 -12%
IA
382
IFG Advisory
Georgia
$391K +$391K +2,691 New
CIAS
383
Capital Investment Advisory Services
North Carolina
$388K +$12.8K +88 +3%
TA
384
TrueWealth Advisors
Alabama
$388K +$188K +1,294 +94%
QCM
385
QRG Capital Management
Illinois
$387K +$1.74K +12 +0.5%
GLA
386
Good Life Advisors
Pennsylvania
$386K -$388K -2,667 -50%
SC
387
Syon Capital
California
$385K +$385K +2,648 New
SFS
388
Symphony Financial Services
Ohio
$385K +$3.63K +25 +1%
LSA
389
Lion Street Advisors
Texas
$384K -$43.9K -302 -10%
YP
390
YANKCOM Partnership
South Dakota
$378K +$378K +2,600 New
KNW
391
Kesler Norman & Wride
Utah
$375K -$10.2K -70 -3%
CIA
392
Capital Investment Advisors
Georgia
$374K +$89.8K +618 +32%
PPP
393
Private Portfolio Partners
New Jersey
$374K – – –
SF
394
Symphony Financial
Texas
$373K -$22.5K -144 -6%
M
395
MATAURO
New York
$371K +$371K +2,551 New
SFA
396
Sequoia Financial Advisors
Ohio
$368K +$2.33K +16 +0.6%
DWAM
397
Duncan Williams Asset Management
Tennessee
$368K -$32.4K -223 -8%
CFS
398
Coordinated Financial Services
Colorado
$365K +$365K +2,511 New
PWM
399
Partners Wealth Management
California
$361K +$361K +2,482 New
RWM
400
Ritholtz Wealth Management
New York
$361K +$38.7K +266 +12%
14 15
16
17 18