ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

413 hedge funds and large institutions have $1.38B invested in iShares US Aerospace & Defense ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 147 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+67
Holders Change %
+19.36%
% of All Funds
6.54%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.14%
New
108
Increased
147
Reduced
67
Closed
39
Calls
$66.5M
Puts
$31.4M
Net Calls
+$35.1M
Net Calls Change
+$32.9M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$111M
2
Bank of America
2
Bank of America
North Carolina
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$185M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35M
5
Wells Fargo
5
Wells Fargo
California
$51.2M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$3.47M
2
PWP
2
Pursue Wealth Partners
California
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$1K
4
TAM
4
Tocqueville Asset Management
New York
$0
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
401
PSI Advisors
Florida
$3K +$3K +25 New
RCM
402
Raleigh Capital Management
North Carolina
$3K +$3K +28 New
GWMIA
403
Global Wealth Management Investment Advisory
Florida
$2K – – –
BCMLT
404
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$2K +14 New
FWM
405
Focused Wealth Management
New York
$2K +$2K +20 New
AAP
406
Arax Advisory Partners
Colorado
$2K +$2K +20 New
WAM
407
WFA Asset Management
Wisconsin
$1.8K – – –
TRCT
408
Tower Research Capital (TRC)
New York
$1K -$5.65M -28,248 -100%
DWP
409
Destiny Wealth Partners
Florida
$1K -$4K -40 -80%
IF
410
Integrity Financial
Wyoming
$1K – – –
CWA
411
Clearview Wealth Advisors
Oregon
$1K – – –
HCP
412
Hexagon Capital Partners
Arkansas
$1K +$333 +4 +50%
CPW
413
Crestmont Private Wealth
Texas
$1K +$1K +12 New
PWP
414
Pursue Wealth Partners
California
– -$7.23M -70,378 Closed
TAM
415
Tocqueville Asset Management
New York
– -$2.51M -24,450 Closed
FTS
416
Fifth Third Securities
Ohio
– -$2.04M -19,814 Closed
HF
417
HRT Financial
New York
– -$1.51M -14,679 Closed
MIA
418
MMBG Investment Advisors
Florida
– -$913K -8,880 Closed
CI
419
CX Institutional
Indiana
– -$898K -8,733 Closed
DCM
420
Discovery Capital Management
Connecticut
– -$829K -8,065 Closed
Two Sigma Investments
421
Two Sigma Investments
New York
– -$576K -5,600 Closed
Kovitz Investment Group Partners
422
Kovitz Investment Group Partners
Illinois
– -$488K -5,150 Closed
VAFP
423
Vahanian & Associates Financial Planning
New York
– -$434K -4,227 Closed
AWM
424
Avitas Wealth Management
California
– -$433K -4,215 Closed
AWAG
425
ARS Wealth Advisors Group
Florida
– -$411K -4,000 Closed
15 16
17
18 19