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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 %
RT
476
Rockland Trust
Massachusetts
$216K -$15K -100 -6%
JFG
477
JDM Financial Group
Texas
$214K +$11.5K +77 +6%
UW
478
Unique Wealth
Florida
$213K +$213K +1,421 New
LSPW
479
Lake Street Private Wealth
Illinois
$212K -$21.5K -144 -9%
JAG
480
Journey Advisory Group
Kentucky
$211K – – –
DWG
481
Darden Wealth Group
Michigan
$211K +$211K +1,410 New
IIA
482
IPG Investment Advisors
California
$211K +$211K +1,410 New
RSVP
483
Ramsay Stattman Vela & Price
Colorado
$209K +$209K +1,400 New
TC
484
Trilogy Capital
California
$209K +$209K +1,394 New
DWP
485
Daymark Wealth Partners
Ohio
$206K +$206K +1,378 New
GEA
486
Glen Eagle Advisors
New Jersey
$206K -$60.1K -402 -23%
TA
487
TrueWealth Advisors
Alabama
$206K +$206K +1,374 New
HNB
488
Huntington National Bank
Ohio
$204K -$31.3K – –
NL
489
NWAM LLC
Washington
$202K +$202K +1,352 New
CAM
490
Cozad Asset Management
Illinois
$201K +$201K +1,344 New
IWA
491
Icon Wealth Advisors
Texas
$199K -$130K -870 -39%
BFO
492
Biltmore Family Office
North Carolina
$194K – – –
PMAM
493
Picton Mahoney Asset Management
Ontario, Canada
$193K +$29.7K +200 +18%
AA
494
Ancora Advisors
Ohio
$160K -$1.05K -7 -0.7%
JIP
495
Jaffetilchin Investment Partners
Florida
$158K +$158K +1,057 New
GTAM
496
Global Trust Asset Management
Florida
$156K +$49.4K +330 +46%
HWP
497
Highline Wealth Partners
California
$156K +$156K +1,040 New
SWA
498
SOA Wealth Advisors
New York
$155K – – –
SFFS
499
Stonehage Fleming Financial Services
Jersey
$150K – – –
SHF
500
Safe Harbor Fiduciary
Florida
$150K +$150K +1,000 New
18 19
20
21 22