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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 %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$15M +$788K +5,263 +6%
BEI
27
Benjamin Edwards Inc
Missouri
$14.8M +$13.9M +92,813 +1,569%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$7.26M +48,545 +97%
FWCM
29
Ferguson Wellman Capital Management
Oregon
$13.9M -$532K -3,558 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$12.3M -$4.54M -30,356 -27%
ASN
31
Advisory Services Network
Georgia
$12M – – –
Citigroup
32
Citigroup
New York
$11.4M -$210K -1,406 -2%
AAS
33
Avantax Advisory Services
Texas
$11.3M -$231K -1,542 -2%
MWM
34
MinichMacGregor Wealth Management
New York
$11.3M -$318K -2,126 -3%
CWM
35
Chicago Wealth Management
Illinois
$11.1M +$104K +696 +1%
ACA
36
Aptus Capital Advisors
Alabama
$11M +$11M +73,204 +11,713%
DAS
37
Diversify Advisory Services
Utah
$10.8M +$845K +5,611 +9%
HighTower Advisors
38
HighTower Advisors
Illinois
$10.5M -$11.5M -76,811 -52%
FNC
39
First National Corp
Massachusetts
$9.88M +$9.88M +66,001 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$9.8M -$2.6M -17,199 -21%
PAG
41
Private Advisor Group
New Jersey
$9.75M +$99.7K +666 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$8.88M +$524K +3,500 +6%
RBA
43
Richard Bernstein Advisors
New York
$8.35M -$67.4M -450,588 -89%
AI
44
Arrien Investments
Idaho
$7.6M -$211K -1,413 -3%
PFS
45
Prospera Financial Services
Texas
$7.29M +$784K +5,239 +12%
KAS
46
Kestra Advisory Services
Texas
$6.92M -$456K -3,049 -6%
Mariner
47
Mariner
Kansas
$6.81M +$162K +1,081 +2%
OPAM
48
Ocean Park Asset Management
California
$6.47M -$3.82M -25,505 -37%
AWS
49
Atria Wealth Solutions
New York
$6.28M -$372K -2,483 -6%
CIM
50
Confluence Investment Management
Missouri
$6.05M +$151K +1,009 +3%
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