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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.2B
2
MSCM
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
451
JDM Financial Group
Texas
$179K +$132 +1 +0.1%
GC
452
Garde Capital
Washington
$175K +$1.85K +14 +1%
IA
453
IFP Advisors
Florida
$172K +$2.77K +21 +2%
BFO
454
Biltmore Family Office
North Carolina
$171K – – –
CA
455
Clearstead Advisors
Ohio
$170K +$13.8K +103 +9%
IWA
456
Icon Wealth Advisors
Texas
$168K +$168K +1,276 New
AP
457
Advisors Preferred
Maryland
$160K +$160K +1,224 New
TSWM
458
Tyler-Stone Wealth Management
Ohio
$151K – – –
EWM
459
Evermay Wealth Management
Virginia
$146K – – –
AA
460
Ancora Advisors
Ohio
$142K +$1.58K +12 +1%
SWA
461
SOA Wealth Advisors
New York
$136K – – –
T
462
Tidemark
California
$133K -$6.46K -49 -5%
CPA
463
Cardiff Park Advisors
California
$132K – – –
NFSG
464
Newbridge Financial Services Group
Florida
$131K -$128K -969 -49%
AW
465
Avion Wealth
Texas
$131K – – –
AIM
466
Acropolis Investment Management
Missouri
$131K +$26.4K +200 +25%
WAS
467
Winch Advisory Services
Wisconsin
$126K +$264 +2 +0.2%
CHA
468
Carmichael Hill & Associates
Maryland
$125K – – –
NS
469
NBC Securities
Alabama
$116K – – –
YDMI
470
Y.D. More Investments
Israel
$114K – – –
FFA
471
Farther Finance Advisors
California
$113K – – –
MTIC
472
Missouri Trust & Investment Company
Missouri
$110K – – –
EWA
473
Elevate Wealth Advisory
Georgia
$109K +$109K +823 New
GWSG
474
GPS Wealth Strategies Group
Colorado
$107K – – –
MLA
475
MB, Levis & Associates
Pennsylvania
$106K +$264 +2 +0.2%
17 18
19
20 21