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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
1
McElhenny Sheffield Capital Management
Texas
$16.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$14.8M
3
ACA
3
Aptus Capital Advisors
Alabama
$11M
4
LPL Financial
4
LPL Financial
California
$146M
5
FNC
5
First National Corp
Massachusetts
$9.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
RBA
2
Richard Bernstein Advisors
New York
$8.35M
3
Millennium Management
3
Millennium Management
New York
$411K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
451
Centaurus Financial
California
$249K -$2.39M -15,988 -91%
HIA
452
Harbor Investment Advisory
Maryland
$244K – – –
TWA
453
TCI Wealth Advisors
Arizona
$243K – – –
RFA
454
Rollins Financial Advisors
New York
$242K -$204K -1,361 -46%
MAG
455
Mayfair Advisory Group
Alabama
$241K +$9.41K +62 +4%
TF
456
Trek Financial
Arizona
$241K -$211K -1,407 -47%
SI
457
Saxon Interests
Texas
$239K – – –
T
458
Tidemark
California
$238K +$47.5K +317 +25%
ATC
459
Advantage Trust Company
Kansas
$236K +$55.1K +368 +30%
UCFA
460
United Capital Financial Advisors
Texas
$236K +$236K +1,576 New
CA
461
Clearstead Advisors
Ohio
$233K – – –
APWA
462
Atlas Private Wealth Advisors
New Jersey
$229K +$150 +1 +0.1%
HWMO
463
Heritage Wealth Management (Ohio)
Ohio
$225K +$225K +1,505 New
MIM
464
Merrion Investment Management
New Jersey
$224K +$224K +1,500 New
GC
465
Gruss & Co
Florida
$224K +$224K +1,500 New
WCG
466
Weaver Consulting Group
California
$224K +$224K +1,496 New
MFIM
467
Mesirow Financial Investment Management
Illinois
$223K +$223K +1,490 New
SL
468
SWMG LLC
Texas
$222K -$44.3K -284 -17%
CWM
469
Collaborative Wealth Management
Florida
$222K +$222K +1,485 New
SC
470
Savant Capital
Illinois
$220K +$220K +1,473 New
MAM
471
MWA Asset Management
Massachusetts
$219K -$44.5K -297 -17%
UWM
472
USAdvisors Wealth Management
Minnesota
$218K -$75.2K -507 -26%
9WM
473
9258 Wealth Management
Ohio
$217K +$217K +1,453 New
BCP
474
Blue Chip Partners
Michigan
$217K -$194K -1,294 -47%
MWM
475
Modern Wealth Management
Kansas
$217K +$217K +1,449 New
17 18
19
20 21