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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

647 hedge funds and large institutions have $2.78B invested in iShares US Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+33
Holders Change %
+5.37%
% of All Funds
9.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
91
Increased
209
Reduced
204
Closed
51
Calls
$44.7M
Puts
$26.1M
Net Calls
+$18.6M
Net Calls Change
+$20.8M

Top Buyers

1
MSCM
1
McElhenny Sheffield Capital Management
Texas
$16.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$14.8M
3
ACA
3
Aptus Capital Advisors
Alabama
$11M
4
LPL Financial
4
LPL Financial
California
$146M
5
FNC
5
First National Corp
Massachusetts
$9.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
RBA
2
Richard Bernstein Advisors
New York
$8.35M
3
Millennium Management
3
Millennium Management
New York
$411K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
526
AssetMark Inc
California
$77.4K +$41.3K +276 +115%
GGI
527
Godsey & Gibb Inc
Virginia
$76.3K – – –
EWA
528
Elevate Wealth Advisory
Georgia
$75.7K – – –
Franklin Resources
529
Franklin Resources
California
$75.6K +$19.5K +127 +35%
HGERS
530
Householder Group Estate & Retirement Specialist
Arizona
$74K -$594 -4 -0.8%
WOSD
531
WFA of San Diego
California
$69.7K -$2.25K -15 -3%
WI
532
Wintrust Investments
Illinois
$66K -$453K -3,046 -87%
MRCM
533
M&R Capital Management
New Jersey
$65.8K -$8.98K -60 -12%
BBHC
534
Brown Brothers Harriman & Co
New York
$63.6K – – –
FFA
535
Frazier Financial Advisors
Ohio
$62.4K – – –
CSC
536
Caldwell Sutter Capital
California
$61.7K -$599 -4 -1%
PCA
537
Providence Capital Advisors
North Carolina
$61.1K – – –
NP
538
NorthRock Partners
Minnesota
$60.2K +$299 +2 +0.5%
UB
539
UMB Bank
Missouri
$59.9K – – –
AWM
540
Abound Wealth Management
Tennessee
$59.6K – – –
S
541
SignatureFD
Georgia
$55.2K -$898 -6 -2%
Kayne Anderson Rudnick Investment Management
542
Kayne Anderson Rudnick Investment Management
California
$54.3K – – –
CA
543
Centerpoint Advisors
Massachusetts
$54K – – –
EDRH
544
Edmond de Rothschild Holding
Switzerland
$50K +$38K +254 +318%
HCM
545
Hollencrest Capital Management
California
$49.8K +$11.2K +75 +29%
WTC
546
WhitTier Trust Company
Nevada
$49.4K +$2.25K +15 +5%
FFA
547
Founders Financial Alliance
North Carolina
$48K – – –
OP
548
ORG Partners
Indiana
$47.2K +$44.9K +300 +2,000%
TCOV
549
Trust Company of Vermont
Vermont
$44.9K – – –
BF
550
BOK Financial
Oklahoma
$43.6K +$43.6K +290 New
20 21
22
23 24