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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

545 hedge funds and large institutions have $3.06B invested in iShares US Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 130 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+34
Holders Change %
+6.65%
% of All Funds
8.72%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
87
Increased
230
Reduced
130
Closed
43
Calls
$114M
Puts
$61.2M
Net Calls
+$53M
Net Calls Change
+$21.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$934M
2
MMH
Menora Mivtachim Holdings
Israel
$146M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$69.7M
4
Goldman Sachs
Goldman Sachs
New York
$45.9M
5
Morgan Stanley
Morgan Stanley
New York
$213M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$829K
2
DCM
Discovery Capital Management
Connecticut
$0
3
Twin Tree Management
Twin Tree Management
Texas
$2.41M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.7M
5
MFS
Mirabella Financial Services
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$74K – – –
SIC
452
Salem Investment Counselors
North Carolina
$72.5K +$57.5K +500 +385%
RFA
453
Register Financial Advisors
Georgia
$69.3K +$230 +2 +0.3%
FCA
454
FinTrust Capital Advisors
South Carolina
$67.1K – – –
MRCM
455
M&R Capital Management
New Jersey
$64.4K – – –
PCM
456
Pointe Capital Management
Michigan
$63.3K +$63.3K +550 New
GGI
457
Godsey & Gibb Inc
Virginia
$58.7K – – –
CSB
458
City State Bank
Iowa
$58K – – –
PFA
459
Pathway Financial Advisers
Indiana
$56.7K -$95K -824 -63%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$53.5K +$53.5K +465 New
Bessemer Group
461
Bessemer Group
New Jersey
$52K – – –
VWM
462
Venturi Wealth Management
Texas
$51K -$202K -1,754 -80%
AP
463
Advisors Preferred
Maryland
$50K +$50K +428 New
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$48.6K – – –
BBHC
465
Brown Brothers Harriman & Co
New York
$46K – – –
CSC
466
Caldwell Sutter Capital
California
$46K – – –
BA
467
Bellwether Advisors
Nebraska
$46K – – –
UB
468
UMB Bank
Missouri
$46K +$46K +400 New
AWM
469
Abound Wealth Management
Tennessee
$45.8K – – –
SC
470
Solstein Capital
California
$45.7K – – –
S
471
SignatureFD
Georgia
$43.9K -$115 -1 -0.3%
CCMW
472
Cypress Capital Management (Wyoming)
Wyoming
$43K +$13.7K +119 +47%
GT
473
Glenmede Trust
Pennsylvania
$42.6K – – –
CA
474
Centerpoint Advisors
Massachusetts
$42K -$13.2K -114 -24%
CWC
475
Carolinas Wealth Consulting
North Carolina
$41.1K +$41.1K +357 New
17 18
19
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