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iShares US Aerospace & Defense ETF

614 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 220 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
8.93%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
56
Increased
220
Reduced
189
Closed
46
Calls
$21.1M
Puts
$23.4M
Net Calls
-$2.23M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
451
Tyler-Stone Wealth Management
Ohio
$178K +$26.5K +201 +18%
BFO
452
Biltmore Family Office
North Carolina
$172K
IA
453
IFP Advisors
Florida
$171K -$528 -4 -0.3%
T
454
Tidemark
California
$168K +$35.1K +266 +26%
ATC
455
Advantage Trust Company
Kansas
$160K +$67.3K +510 +73%
PMAM
456
Picton Mahoney Asset Management
Ontario, Canada
$145K -$65.9K -500 -31%
AA
457
Ancora Advisors
Ohio
$142K
SWA
458
SOA Wealth Advisors
New York
$137K
CPA
459
Cardiff Park Advisors
California
$132K
SFFS
460
Stonehage Fleming Financial Services
Jersey
$132K +$42.3K +320 +47%
AW
461
Avion Wealth
Texas
$130K
ZRP
462
Zynergy Retirement Planning
New Jersey
$127K +$127K +964 New
WAS
463
Winch Advisory Services
Wisconsin
$126K +$264 +2 +0.2%
CHA
464
Carmichael Hill & Associates
Maryland
$125K
EWM
465
Evermay Wealth Management
Virginia
$125K -$21.1K -160 -15%
AIM
466
Acropolis Investment Management
Missouri
$121K -$9.24K -70 -7%
TFF
467
The Family Firm
Maryland
$116K +$116K +879 New
UWS
468
Unique Wealth Strategies
Illinois
$115K +$115K +870 New
GWSG
469
GPS Wealth Strategies Group
Colorado
$111K +$3.96K +30 +4%
LFASL
470
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$110K +830 New
MFA
471
McClarren Financial Advisors
Pennsylvania
$107K +$107K +264 New
MLA
472
MB, Levis & Associates
Pennsylvania
$106K +$264 +2 +0.2%
BAM
473
Bellevue Asset Management
Washington
$106K
NS
474
NBC Securities
Alabama
$106K
CSB
475
City State Bank
Iowa
$106K +$19.8K +150 +23%