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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$25.6M
2
SFI
SPC Financial Inc
Maryland
$14.6M
3
Bank of America
Bank of America
North Carolina
$855M
4
Osaic Holdings
Osaic Holdings
Arizona
$46.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$12.7M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
$0
2
MMFA
Main Management Fund Advisors
California
$0
3
CA
CSM Advisors
Pennsylvania
$0
4
NRA
NSI Retail Advisors
Pennsylvania
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
526
Stone House Investment Management
Pennsylvania
$1.8K – – –
WAM
527
WFA Asset Management
Wisconsin
$1.74K – – –
RCM
528
Raleigh Capital Management
North Carolina
$1.73K – – –
OP
529
ORG Partners
Indiana
$1.6K – – –
IFAM
530
Institutional & Family Asset Management
Colorado
$1.59K -$848 -8 -35%
CP
531
Castleview Partners
Texas
$1.49K +$1.49K +14 New
RTL
532
Red Tortoise LLC
Georgia
$1.27K – – –
VNA
533
Valley National Advisers
Pennsylvania
$1K – – –
KFS
534
Kelly Financial Services
Massachusetts
$848 – – –
KFI
535
Key Financial Inc
Pennsylvania
$742 +$742 +7 New
IF
536
Integrity Financial
Wyoming
$636 – – –
LWANC
537
Laurel Wealth Advisors (North Carolina)
North Carolina
$530 – – –
MHR
538
Matthew Hamilton Rosenberg
$530 – – –
TCM
539
Tradewinds Capital Management
Washington
$530 +$530 +5 New
RWPA
540
Richard W. Paul & Associates
Michigan
$212 -$212 -2 -50%
MMH
541
Menora Mivtachim Holdings
Israel
– -$148M -1,271,500 Closed
MMFA
542
Main Management Fund Advisors
California
– -$25.3M -216,900 Closed
NRA
543
NSI Retail Advisors
Pennsylvania
– -$25.1M -215,300 Closed
CA
544
CSM Advisors
Pennsylvania
– -$25.1M -215,300 Closed
OPAM
545
Ocean Park Asset Management
California
– -$15.2M -130,019 Closed
OPOWM
546
One Plus One Wealth Management
Florida
– -$6.91M -59,219 Closed
BSG
547
Black Swift Group
Colorado
– -$6.25M -53,603 Closed
HW
548
Hamilton Wealth
California
– -$4.54M -38,912 Closed
DRS
549
Deane Retirement Strategies
Louisiana
– -$3.81M -32,650 Closed
SFS
550
Sowell Financial Services
Arkansas
– -$3.02M -25,869 Closed
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