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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$506M
2
Bank of America
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.5M
5
IFA
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.66M
3
FAIM
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
526
Concord Wealth Partners
Virginia
$30.6K +$253 +2 +0.8%
RIL
527
Rothschild Investment LLC
Illinois
$30.1K +$30.1K +238 New
CMA
528
Cedar Mountain Advisors
Oregon
$29.1K +$127 +1 +0.4%
MIFH
529
Migdal Insurance & Financial Holdings
Israel
$29K – – –
FGAM
530
Financial Gravity Asset Management
Texas
$28.9K +$28.9K +228 New
BCMLT
531
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.3K – – –
NC
532
NewSquare Capital
Pennsylvania
$28.1K -$32.9K -260 -54%
PWMG
533
Prestige Wealth Management Group
New Jersey
$27.9K – – –
LOIP
534
Live Oak Investment Partners
Texas
$26.6K -$22.3K – –
SWS
535
SYSTM Wealth Solutions
Illinois
$25.9K +$25.9K +204 New
CPA
536
Clear Point Advisors
New York
$25.5K +$25.5K +202 New
OIA
537
Optimum Investment Advisors
Illinois
$25.3K -$209K -1,650 -89%
LC
538
Lindbrook Capital
California
$25.3K +$12.7K +100 +100%
ODG
539
O'Dell Group
Ohio
$23.4K +$23.4K +185 New
TH
540
TCTC Holdings
Texas
$23.3K +$23.3K +184 New
SA
541
Scarborough Advisors
Maryland
$23.2K +$23.2K +183 New
KFP
542
Keener Financial Planning
Texas
$23K +$23K +178 New
PK
543
Pflug Koory
Nebraska
$20.3K – – –
W
544
WealthCollab
Washington
$20.3K +$20.3K +160 New
SR
545
Syntax Research
Florida
$20K – – –
BWL
546
Bogart Wealth LLC
Virginia
$19.6K +$127 +1 +0.6%
DF
547
Dunhill Financial
United Kingdom
$19.3K +$19.3K +152 New
SSB
548
Sandy Spring Bank
Maryland
$19.2K -$22.2K -175 -54%
CT
549
Colonial Trust
South Carolina
$19K – – –
MPCG
550
Matrix Private Capital Group
New York
$19K – – –
20 21
22
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