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 %
PGAM
526
Princeton Global Asset Management
New Jersey
$5.75K +$5.75K +50 New
AWM
527
AllSquare Wealth Management
New York
$4.03K – – –
CA
528
Crewe Advisors
Utah
$3.69K +$3.69K +32 New
AIP
529
Ameritas Investment Partners
Nebraska
$3.57K – – –
MIM
530
Macroview Investment Management
Maryland
$3.45K – – –
IFAM
531
Institutional & Family Asset Management
Colorado
$2.65K – – –
FWM
532
Focused Wealth Management
New York
$2.33K -$4.31K -37 -65%
CFD
533
Creative Financial Designs
Indiana
$2.33K – – –
JWA
534
JFS Wealth Advisors
Pennsylvania
$2.31K +$2.31K +20 New
RP
535
Rice Partnership
Hawaii
$2.3K +$2.3K +20 New
QC
536
Quent Capital
New York
$2.19K – – –
PP
537
PFS Partners
New Jersey
$1.99K – – –
HWA
538
Heritage Wealth Advisors
Virginia
$1.96K +$1.96K +17 New
WAM
539
WFA Asset Management
Wisconsin
$1.89K – – –
SGC
540
Slocum, Gordon & Co
Rhode Island
$1.39K – – –
RWPA
541
Richard W. Paul & Associates
Michigan
$1.15K – – –
VNA
542
Valley National Advisers
Pennsylvania
$1K – – –
KFS
543
Kelly Financial Services
Massachusetts
$921 – – –
LWANC
544
Laurel Wealth Advisors (North Carolina)
North Carolina
$576 – – –
GFWA
545
Grey Fox Wealth Advisors
Delaware
$461 +$461 +4 New
SWM
546
Sugarloaf Wealth Management
Georgia
$180 -$180 -1 -50%
FGAM
547
Financial Gravity Asset Management
Texas
$18 – +3 +3%
DCM
548
Discovery Capital Management
Connecticut
– -$25.1M -224,500 Closed
MFS
549
Mirabella Financial Services
United Kingdom
– -$14.1M -125,816 Closed
IF
550
Intrua Financial
Texas
– -$5.5M -50,750 Closed
20 21
22
23 24