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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 %
GIA
426
Guyasuta Investment Advisors
Pennsylvania
$277K – – –
PFT
427
Providence First Trust
Arizona
$277K – – –
PIA
428
Powell Investment Advisors
Florida
$276K – – –
WE
429
Wealth Effects
Massachusetts
$272K +$1.5K +10 +0.6%
SWM
430
Segment Wealth Management
Texas
$272K – – –
HAS
431
HBW Advisory Services
California
$271K +$271K +1,808 New
CWM
432
Connecticut Wealth Management
Connecticut
$270K – – –
DI
433
Diligent Investors
California
$269K – – –
MIM
434
Marco Investment Management
Georgia
$269K +$269K +1,800 New
RFA
435
Register Financial Advisors
Georgia
$262K -$4.49K -30 -2%
WAG
436
Windsor Advisory Group
Ohio
$260K +$260K +1,740 New
CW
437
CreativeOne Wealth
Kansas
$260K +$260K +1,739 New
AC
438
Anson Capital
Georgia
$260K – – –
FA
439
Fiduciary Alliance
South Carolina
$258K -$5.39K -36 -2%
BWM
440
BlackDiamond Wealth Management
New York
$255K -$57.7K -371 -18%
FL
441
FreeGulliver LLC
Louisiana
$254K +$254K +1,700 New
OPPS
442
Obsidian Personal Planning Solutions
Maryland
$254K – – –
PFA
443
Plotkin Financial Advisors
Maryland
$254K – – –
RA
444
RFG Advisory
Alabama
$254K +$7.78K +52 +3%
CA
445
CoreCap Advisors
Michigan
$253K +$253K +1,692 New
SF
446
Synovus Financial
Georgia
$253K +$253K +1,690 New
CAM
447
Concorde Asset Management
Michigan
$253K +$253K +1,688 New
VAM
448
Verity Asset Management
North Carolina
$252K +$898 +6 +0.4%
APW
449
Aurora Private Wealth
New Jersey
$252K – – –
MFG
450
Magnus Financial Group
New York
$251K -$599 -4 -0.2%
16 17
18
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