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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$506M
2
Bank of America
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.5M
5
IFA
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.66M
3
FAIM
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
501
Barometer Capital Management
Ontario, Canada
$55.7K +$55.7K +440 New
VWM
502
Venturi Wealth Management
Texas
$53.9K -$4.94K -39 -8%
BBHC
503
Brown Brothers Harriman & Co
New York
$53.8K -$12.8K -101 -19%
CSC
504
Caldwell Sutter Capital
California
$52.7K +$633 +5 +1%
PCA
505
Providence Capital Advisors
North Carolina
$51.7K +$51.7K +408 New
UB
506
UMB Bank
Missouri
$50.6K -$1.65K -13 -3%
LTI
507
Laffer Tengler Investments
Tennessee
$50.6K – – –
NP
508
NorthRock Partners
Minnesota
$50.6K +$50.6K +400 New
AWM
509
Abound Wealth Management
Tennessee
$50.4K – – –
S
510
SignatureFD
Georgia
$48.2K -$6.83K -54 -12%
KFS
511
Kelly Financial Services
Massachusetts
$48.1K +$47.1K +372 +4,650%
CA
512
Centerpoint Advisors
Massachusetts
$46K – – –
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$45.9K -$12.9K -102 -22%
FFA
514
Founders Financial Alliance
North Carolina
$40.4K +$253 +2 +0.6%
WTC
515
WhitTier Trust Company
Nevada
$39.9K +$39.9K +315 New
SIS
516
Strategic Investment Solutions
Illinois
$38K -$2.35M -18,600 -98%
TCOV
517
Trust Company of Vermont
Vermont
$38K – – –
JFA
518
JNBA Financial Advisors
Minnesota
$38K +$38K +300 New
CCMW
519
Cypress Capital Management (Wyoming)
Wyoming
$37.3K -$4.3K -34 -10%
AIC
520
Archer Investment Corporation
Indiana
$32.9K -$70.5K -557 -68%
PFA
521
Pathway Financial Advisers
Indiana
$32.4K +$253 +2 +0.8%
SFC
522
SYM Financial Corp
Indiana
$31.7K – – –
AC
523
AlphaCore Capital
California
$31.7K – – –
WT
524
Washington Trust
Rhode Island
$31.7K +$31.7K +250 New
GJIA
525
Glass Jacobson Investment Advisors
Maryland
$30.9K +$5.32K +42 +21%
19 20
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