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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$506M
2
Bank of America
2
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.5M
5
IFA
5
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.66M
3
FAIM
3
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$16.7M -$38.3M -302,760 -70%
JCM
27
Janney Capital Management
Pennsylvania
$16.5M -$1.02M -8,028 -6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$16.1M +$1.2M +9,464 +8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$8.08M +63,825 +112%
CA
30
Cetera Advisors
Colorado
$12.4M +$1.44M +11,352 +13%
Citadel Advisors
31
Citadel Advisors
Florida
$12.4M +$5.19M +40,960 +72%
ASN
32
Advisory Services Network
Georgia
$11.8M +$1.47M +11,573 +14%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$10.9M -$331K -2,613 -3%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$10.8M +$366K +2,891 +4%
MWM
35
MinichMacGregor Wealth Management
New York
$10.3M -$646K -5,100 -6%
EWA
36
Evolution Wealth Advisors
Florida
$9.95M -$24.1K -190 -0.2%
PWM
37
Perigon Wealth Management
California
$9.94M +$430K +3,397 +5%
CCMG
38
Clark Capital Management Group
Pennsylvania
$9.25M +$9.25M +73,080 New
CWM
39
Chicago Wealth Management
Illinois
$8.92M -$67.7K -535 -0.8%
OPAM
40
Ocean Park Asset Management
California
$8.7M +$8.7M +68,736 New
AAS
41
Avantax Advisory Services
Texas
$8.57M -$249K -1,966 -3%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$8.04M +$2.56M +20,184 +47%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$7.46M +$710K +5,605 +11%
PAG
44
Private Advisor Group
New Jersey
$7.31M +$150K +1,188 +2%
AWM
45
Accurate Wealth Management
Florida
$7.21M +$7.21M +59,336 New
KDA
46
Kraft Davis & Associates
Missouri
$6.85M +$6.85M +56,251 New
Mariner
47
Mariner
Kansas
$6.73M +$2.37M +18,720 +54%
MIH
48
Meitav Investment House
Israel
$6.6M -$39.8K -314 -0.6%
AI
49
Arrien Investments
Idaho
$6.34M +$438K +3,456 +7%
FTS
50
Fifth Third Securities
Ohio
$6.17M -$3.6M -28,435 -37%
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