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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 %
BFIC
401
Bedell Frazier Investment Counselling
California
$360K -$2.43M -16,688 -87%
PRI
402
Prepared Retirement Institute
Pennsylvania
$357K +$357K +2,457 New
MCC
403
Money Concepts Capital
Florida
$353K +$18.9K +130 +6%
IA
404
Insight Advisors
Pennsylvania
$350K +$6.56K +45 +2%
TAM
405
Tocqueville Asset Management
New York
$350K +$350K +2,405 New
CPA
406
Cathy Pareto & Associates
Florida
$346K +$346K +2,380 New
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$291 -2 -0.1%
MGIA
408
Moneta Group Investment Advisors
Missouri
$344K +$344K +2,369 New
FFA
409
Florida Financial Advisors
Florida
$343K +$40.5K +279 +13%
PCM
410
Poehling Capital Management
Wisconsin
$342K – – –
EWA
411
EverSource Wealth Advisors
Alabama
$338K +$4.07K +28 +1%
BMCM
412
Burns Matteson Capital Management
New York
$334K -$30.5K -210 -8%
VWM
413
Vigilare Wealth Management
Arizona
$333K +$291 +2 +0.1%
HWA
414
HCR Wealth Advisors
California
$333K -$3.63K -25 -1%
PWM
415
Perigon Wealth Management
California
$331K -$258K -1,713 -44%
TFP
416
Traction Financial Partners
Wyoming
$329K – – –
NCM
417
Narwhal Capital Management
Georgia
$328K – – –
MWM
418
Meridian Wealth Management
Kentucky
$324K +$1.89K +13 +0.6%
IFS
419
Ifrah Financial Services
Arkansas
$322K -$350K -2,406 -52%
BIAS
420
Beacon Investment Advisory Services
New Jersey
$321K +$321K +2,206 New
GAM
421
Griffin Asset Management
New York
$317K +$46.2K +318 +17%
AF
422
Advisornet Financial
Minnesota
$317K -$5.23K -36 -2%
SG Americas Securities
423
SG Americas Securities
New York
$316K – – –
FFA
424
Farther Finance Advisors
California
$315K +$25.4K +175 +9%
WE
425
Wealth Effects
Massachusetts
$314K +$48.8K +336 +18%
15 16
17
18 19