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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.9M
2
LPL Financial
LPL Financial
California
+$9.41M
3
Goldman Sachs
Goldman Sachs
New York
+$8.84M
4
DI
DFPG Investments
Utah
+$8.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.94M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$71M
2
Bank of America
Bank of America
North Carolina
-$22.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.9M
4
SPW
Surience Private Wealth
Washington
-$11.1M
5
MSCM
McElhenny Sheffield Capital Management
Texas
-$9.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$75K – – –
VWM
452
Venturi Wealth Management
Texas
$74.4K +$22.8K +195 +44%
AWM
453
Avior Wealth Management
Nebraska
$72.7K +$47K +402 +183%
RFA
454
Register Financial Advisors
Georgia
$70.2K – – –
FCA
455
FinTrust Capital Advisors
South Carolina
$67.1K – – –
MRCM
456
M&R Capital Management
New Jersey
$65.3K – – –
SF
457
Safeguard Financial
Wisconsin
$63K +$63K +543 New
GGI
458
Godsey & Gibb Inc
Virginia
$59.5K – – –
CSB
459
City State Bank
Iowa
$58K – – –
GTAM
460
Global Trust Asset Management
Florida
$57.2K -$67.1K -575 -54%
WOSD
461
WFA of San Diego
California
$56.1K +$56.1K +481 New
Kayne Anderson Rudnick Investment Management
462
Kayne Anderson Rudnick Investment Management
California
$54.3K – – –
S
463
SignatureFD
Georgia
$52.1K +$7.58K +65 +17%
AWM
464
Abound Wealth Management
Tennessee
$51.8K +$5.37K +46 +12%
BBHC
465
Brown Brothers Harriman & Co
New York
$46.7K – – –
CSC
466
Caldwell Sutter Capital
California
$46.7K – – –
UB
467
UMB Bank
Missouri
$46.7K – – –
SC
468
Solstein Capital
California
$46.3K – – –
GT
469
Glenmede Trust
Pennsylvania
$42.6K – – –
CA
470
Centerpoint Advisors
Massachusetts
$42K – – –
CCMW
471
Cypress Capital Management (Wyoming)
Wyoming
$38.6K -$5.02K -43 -11%
SSB
472
Sandy Spring Bank
Maryland
$38K +$4.78K +41 +14%
FFA
473
Founders Financial Alliance
North Carolina
$37K – – –
CA
474
Clearstead Advisors
Ohio
$36.2K +$9.33K +80 +35%
TCOV
475
Trust Company of Vermont
Vermont
$35K – – –
17 18
19
20 21