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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

688 hedge funds and large institutions have $3.03B invested in iShares US Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.16%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
121
Increased
239
Reduced
185
Closed
63
Calls
$101M
Puts
$62.8M
Net Calls
+$38.1M
Net Calls Change
+$19.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$39M
2
LPL Financial
2
LPL Financial
California
$162M
3
Wells Fargo
3
Wells Fargo
California
$120M
4
Bank of America
4
Bank of America
North Carolina
$595M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.5M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.15M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M
3
MSCM
3
McElhenny Sheffield Capital Management
Texas
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFIM
501
Mesirow Financial Investment Management
Illinois
$217K – – –
CWM
502
Collaborative Wealth Management
Florida
$216K – – –
SL
503
SWMG LLC
Texas
$214K -$7.31K -47 -3%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$214K -$2.87M -19,775 -93%
BI
505
BFI Infinity
Switzerland
$211K +$211K +1,355 New
JAG
506
Journey Advisory Group
Kentucky
$211K – – –
WCG
507
Weaver Consulting Group
California
$210K -$7.7K -53 -4%
RT
508
Rockland Trust
Massachusetts
$210K – – –
LFASL
509
Lugano Financial Advisors SA (LFA)
Switzerland
$209K +$88.2K +607 +73%
UWM
510
USAdvisors Wealth Management
Minnesota
$207K -$6.39K -44 -3%
UW
511
Unique Wealth
Florida
$207K – – –
TC
512
TownSquare Capital
Utah
$204K +$204K +1,406 New
RSVP
513
Ramsay Stattman Vela & Price
Colorado
$203K – – –
CAM
514
Concorde Asset Management
Michigan
$203K -$42.6K -293 -17%
TC
515
Trilogy Capital
California
$203K – – –
GEA
516
Glen Eagle Advisors
New Jersey
$200K – – –
IWA
517
Icon Wealth Advisors
Texas
$192K -$1.89K -13 -1%
ATC
518
Advantage Trust Company
Kansas
$192K -$37.8K -260 -16%
BFO
519
Biltmore Family Office
North Carolina
$189K – – –
GWSG
520
GPS Wealth Strategies Group
Colorado
$170K +$47.8K +329 +39%
PSFG
521
Park Square Financial Group
Georgia
$166K +$166K +1,140 New
HNB
522
Huntington National Bank
Ohio
$163K -$204K – –
1L
523
10Elms LLP
Oklahoma
$160K +$160K +1,100 New
AA
524
Ancora Advisors
Ohio
$154K -$872 -6 -0.6%
SWA
525
SOA Wealth Advisors
New York
$150K – – –
19 20
21
22 23