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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$131M
2
LPL Financial
LPL Financial
California
$113M
3
Goldman Sachs
Goldman Sachs
New York
$55.4M
4
DI
DFPG Investments
Utah
$8.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$50.5M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$27K
2
Bank of America
Bank of America
North Carolina
$925M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.6M
4
SPW
Surience Private Wealth
Washington
$0
5
MSCM
McElhenny Sheffield Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
526
New Millennium Group
Utah
$6.36K -$463 -4 -7%
HBW
527
Hazlett, Burt & Watson
West Virginia
$6K – – –
WWM
528
Wolff Wiese Magana
California
$5.95K – – –
HPC
529
HM Payson & Co
Maine
$5.83K – – –
PGAM
530
Princeton Global Asset Management
New Jersey
$5.83K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$5.83K +$5.83K +50 New
IPW
532
Impact Partnership Wealth
Georgia
$4.67K +$4.67K +40 New
VFM
533
Valley Financial Management
New York
$4.55K +$4.55K +39 New
GWMIA
534
Global Wealth Management Investment Advisory
Florida
$4.2K +$4.2K +36 New
AWM
535
AllSquare Wealth Management
New York
$3.83K – – –
AIP
536
Ameritas Investment Partners
Nebraska
$3.62K – – –
IFAM
537
Institutional & Family Asset Management
Colorado
$2.68K – – –
FWM
538
Focused Wealth Management
New York
$2.37K – – –
CFD
539
Creative Financial Designs
Indiana
$2.37K – – –
QC
540
Quent Capital
New York
$2.22K – – –
PP
541
PFS Partners
New Jersey
$2.02K – – –
VNA
542
Valley National Advisers
Pennsylvania
$2K – – –
VF
543
VitalStone Financial
Texas
$2K +$2K +20 New
SHIM
544
Stone House Investment Management
Pennsylvania
$1.98K +$1.98K +17 New
WAM
545
WFA Asset Management
Wisconsin
$1.92K – – –
RCM
546
Raleigh Capital Management
North Carolina
$1.9K -$1.01M -8,488 -100%
OP
547
ORG Partners
Indiana
$1.76K +$1.76K +15 New
RTL
548
Red Tortoise LLC
Georgia
$1.4K +$1.4K +12 New
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$1.17K -$48.1K -412 -98%
KFS
550
Kelly Financial Services
Massachusetts
$933 – – –
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