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

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$829K
2
DCM
Discovery Capital Management
Connecticut
$0
3
Twin Tree Management
Twin Tree Management
Texas
$2.41M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.7M
5
MFS
Mirabella Financial Services
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
476
Founders Financial Alliance
North Carolina
$36.5K -$12.5K -109 -26%
OFG
477
Oxford Financial Group
Indiana
$34.8K +$34.8K +302 New
TCOV
478
Trust Company of Vermont
Vermont
$34.5K – – –
SIS
479
Strategic Investment Solutions
Illinois
$34.5K +$34.5K +300 New
BWM
480
Baystate Wealth Management
Massachusetts
$33.5K +$115 +1 +0.3%
BFA
481
BBJS Financial Advisors
Washington
$33.5K -$31.9K -277 -49%
SSB
482
Sandy Spring Bank
Maryland
$32.8K +$8.64K +75 +36%
LTI
483
Laffer Tengler Investments
Tennessee
$32.8K +$21.8K +189 +197%
AIC
484
Archer Investment Corporation
Indiana
$29.9K – – –
FA
485
Faithward Advisors
Pennsylvania
$27.8K +$3K +27 +12%
Commonwealth Equity Services
486
Commonwealth Equity Services
Massachusetts
$27.8K -$2.38K -20,684 -8%
CWP
487
Concord Wealth Partners
Virginia
$27.6K -$2.42K -21 -8%
CA
488
Clearstead Advisors
Ohio
$26.5K – – –
CMA
489
Cedar Mountain Advisors
Oregon
$26.3K +$115 +1 +0.4%
CIA
490
Cape Investment Advisory
Georgia
$26.2K +$26.2K +228 New
WAM
491
Worth Asset Management
Texas
$25.9K +$25.9K +225 New
AWM
492
Avior Wealth Management
Nebraska
$25.4K +$25.4K +220 New
PWMG
493
Prestige Wealth Management Group
New Jersey
$25.3K – – –
LOIP
494
Live Oak Investment Partners
Texas
$24.2K -$23.5K – –
HCM
495
Hollencrest Capital Management
California
$24K +$15.9K +138 +194%
MTIC
496
Missouri Trust & Investment Company
Missouri
$23.7K – – –
AIP
497
Ahrens Investment Partners
Louisiana
$23K +$23K +200 New
IF
498
Integrity Financial
Wyoming
$22.9K +$22.2K +193 +3,217%
PK
499
Pflug Koory
Nebraska
$18.4K – – –
BWL
500
Bogart Wealth LLC
Virginia
$17.7K – – –
18 19
20
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