ITA icon

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 %
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.3K +$115 +1 +0.7%
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
$17.3K -$11.5K -100 -40%
GWS
503
Glassman Wealth Services
Virginia
$17.3K – – –
BF
504
BOK Financial
Oklahoma
$17.3K +$17.3K +150 New
HNB
505
Huntington National Bank
Ohio
$16.2K -$112 – –
AssetMark Inc
506
AssetMark Inc
California
$14.5K +$460 +4 +3%
BWP
507
Baldwin Wealth Partners
Massachusetts
$13.8K – – –
GWSA
508
Global Wealth Strategies & Associates
Colorado
$12.1K – – –
OLVIG
509
Oliver Lagore Vanvalin Investment Group
Michigan
$12K – – –
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$11.5K – – –
DAM
511
Delta Asset Management
Tennessee
$11.5K – – –
LC
512
Lindbrook Capital
California
$11.5K – – –
GWANC
513
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.5K – – –
PCMC
514
Private Capital Management (Colorado)
Colorado
$11.5K +$11.5K +100 New
HIIFS
515
Harel Insurance Investments & Financial Services
Israel
$10K +$10K +87 New
HWA
516
HHM Wealth Advisors
Tennessee
$9.78K +$2.88K +25 +42%
AIM
517
Anchor Investment Management
South Carolina
$8.29K – – –
AAG
518
Armstrong Advisory Group
Massachusetts
$7.48K – – –
RG
519
Retirement Group
California
$7K – – –
PA
520
PSI Advisors
Florida
$6.91K +$1.15K +10 +20%
NMG
521
New Millennium Group
Utah
$6.73K +$114 +1 +2%
FCA
522
Fortis Capital Advisors
Kansas
$6.1K – – –
HBW
523
Hazlett, Burt & Watson
West Virginia
$6K – – –
WWM
524
Wolff Wiese Magana
California
$5.87K – – –
HPC
525
HM Payson & Co
Maine
$5.75K – – –
19 20
21
22 23