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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 %
ZRP
501
Zynergy Retirement Planning
New Jersey
$144K – – –
WAS
502
Winch Advisory Services
Wisconsin
$143K +$150 +1 +0.1%
CHA
503
Carmichael Hill & Associates
Maryland
$141K – – –
EWM
504
Evermay Wealth Management
Virginia
$141K – – –
AIM
505
Acropolis Investment Management
Missouri
$138K – – –
NS
506
NBC Securities
Alabama
$136K +$14.9K +100 +12%
YDMI
507
Y.D. More Investments
Israel
$128K +$14.6K +98 +13%
GWSG
508
GPS Wealth Strategies Group
Colorado
$125K – – –
LFASL
509
Lugano Financial Advisors SA (LFA)
Switzerland
$124K – – –
FHA
510
First Horizon Advisors
Tennessee
$123K +$7.78K +52 +7%
MLA
511
MB, Levis & Associates
Pennsylvania
$121K +$150 +1 +0.1%
BAM
512
Bellevue Asset Management
Washington
$120K – – –
LC
513
Lindbrook Capital
California
$120K +$89.8K +600 +300%
FCA
514
FinTrust Capital Advisors
South Carolina
$118K +$13.5K +90 +13%
CSB
515
City State Bank
Iowa
$117K -$2.25K -15 -2%
MTIC
516
Missouri Trust & Investment Company
Missouri
$116K – – –
AW
517
Avion Wealth
Texas
$114K -$32.7K -220 -22%
MWM
518
Mascoma Wealth Management
New Hampshire
$113K – – –
Mirae Asset Global Investments
519
Mirae Asset Global Investments
South Korea
$110K +$110K +740 New
FWP
520
FAS Wealth Partners
Kansas
$108K +$150 +1 +0.1%
PWA
521
Provenance Wealth Advisors
Florida
$102K – – –
WWM
522
Wagner Wealth Management
South Carolina
$97.5K +$97.5K +652 New
BTI
523
Blue Trust Inc
Georgia
$87.2K +$51K +386 +141%
FFWM
524
Future Financial Wealth Management
Ohio
$82.9K +$82.9K +554 New
FAM
525
Family Asset Management
South Carolina
$81.6K -$150 -1 -0.2%
19 20
21
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