ITA icon

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

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$829K
2
DCM
2
Discovery Capital Management
Connecticut
$0
3
Twin Tree Management
3
Twin Tree Management
Texas
$2.41M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$99.7M
5
MFS
5
Mirabella Financial Services
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPAM
26
Ocean Park Asset Management
California
$14.9M +$7.89M +68,600 +113%
CAN
27
Cetera Advisor Networks
California
$14.6M +$351K +3,047 +2%
MM
28
Main Management
California
$14.4M +$633K +5,500 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$1.24M +10,759 +10%
Truist Financial
30
Truist Financial
North Carolina
$12.7M +$3.69M +32,067 +41%
Citigroup
31
Citigroup
New York
$12.5M +$12.4M +107,480 +8,319%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$12.2M +$10.7M +92,597 +692%
SPW
33
Surience Private Wealth
Washington
$11.1M +$11.1M +96,614 New
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$10.4M +$1.15K +10 +0%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$10.2M -$1.4M -12,149 -12%
MWM
36
MinichMacGregor Wealth Management
New York
$10.1M +$10M +87,075 +14,936%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$9.96M +$2.52M +21,918 +34%
MSCM
38
McElhenny Sheffield Capital Management
Texas
$9.94M +$9.94M +86,383 +278,655%
CA
39
Cetera Advisors
Colorado
$9.18M +$3.04M +26,401 +49%
EWA
40
Evolution Wealth Advisors
Florida
$9.13M -$293K -2,550 -3%
PS
41
Portfolio Strategies
New York
$8.83M +$8.83M +76,748 New
HighTower Advisors
42
HighTower Advisors
Illinois
$8.78M +$516K +4,478 +6%
FTS
43
Fifth Third Securities
Ohio
$8.64M +$5.57M +48,424 +181%
AAS
44
Avantax Advisory Services
Texas
$8.53M -$183K -1,587 -2%
CCMG
45
Clark Capital Management Group
Pennsylvania
$8.39M +$1.8M +15,610 +27%
BSG
46
Black Swift Group
Colorado
$8.28M +$767K +6,553 +10%
CWM
47
Chicago Wealth Management
Illinois
$7.74M +$3.87M +33,657 +100%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$7.6M +$861K +7,481 +13%
KAS
49
Kestra Advisory Services
Texas
$7.31M -$202K -1,753 -3%
PWM
50
Perigon Wealth Management
California
$7.06M +$139K +1,211 +2%
1
2
3 4 5