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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.2B
2
MSCM
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
476
Bellevue Asset Management
Washington
$106K +$132 +1 +0.1%
SG Americas Securities
477
SG Americas Securities
New York
$106K +$106K +801 New
FHA
478
First Horizon Advisors
Tennessee
$99.5K – – –
MWM
479
Mascoma Wealth Management
New Hampshire
$99.2K – – –
FWP
480
FAS Wealth Partners
Kansas
$95.2K -$2.11K -16 -2%
CLOS
481
Compagnie Lombard Odier SCmA
Switzerland
$93.1K – – –
ATC
482
Advantage Trust Company
Kansas
$92.4K – – –
CFB
483
Cullen/Frost Bankers
Texas
$92.4K – – –
FCA
484
FinTrust Capital Advisors
South Carolina
$92.4K – – –
PWA
485
Provenance Wealth Advisors
Florida
$90K – – –
1832 Asset Management
486
1832 Asset Management
Ontario, Canada
$89.4K – – –
CSB
487
City State Bank
Iowa
$86K – – –
CAM
488
Creekmur Asset Management
Illinois
$82.3K -$81.1K -614 -50%
SFFS
489
Stonehage Fleming Financial Services
Jersey
$78.3K -$36.8K -320 -32%
BCMLT
490
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.8K +$42.6K +323 +121%
SC
491
Solstein Capital
California
$75.7K +$12.1K +92 +19%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$75K – – –
SWC
493
Spectrum Wealth Counsel
Indiana
$74.9K +$58.8K +446 +366%
MRCM
494
M&R Capital Management
New Jersey
$73.9K – – –
FFWM
495
Future Financial Wealth Management
Ohio
$73.1K +$73.1K +554 New
GGI
496
Godsey & Gibb Inc
Virginia
$67.3K – – –
HGERS
497
Householder Group Estate & Retirement Specialist
Arizona
$66.1K +$660 +5 +1%
FAM
498
Family Asset Management
South Carolina
$65.4K +$65.4K +496 New
CPG
499
Custom Portfolio Group
Colorado
$65.2K +$65.2K +494 New
FGAM
500
Financial Gravity Asset Management
Texas
$59.1K +$29.6K +229 +100%
18 19
20
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