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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 %
CI
551
CX Institutional
Indiana
– -$4.9M -43,764 Closed
Sumitomo Mitsui Trust Group
552
Sumitomo Mitsui Trust Group
Japan
– -$3.6M -32,204 Closed
PVH
553
Psagot Value Holdings
Israel
– -$3.18M -28,458 Closed
LHWM
554
Lake Hills Wealth Management
Texas
– -$2.15M -19,220 Closed
CI
555
CPR Investments
Michigan
– -$1.88M -16,832 Closed
Nomura Asset Management
556
Nomura Asset Management
Japan
– -$1.21M -10,780 Closed
TF
557
Trek Financial
Arizona
– -$925K -8,267 Closed
TAM
558
Tocqueville Asset Management
New York
– -$645K -5,766 Closed
CM
559
Columbus Macro
Pennsylvania
– -$605K -5,412 Closed
IWA
560
IBEX Wealth Advisors
New Jersey
– -$536K -4,791 Closed
LL
561
LWMG LLC
Minnesota
– -$532K -4,754 Closed
OPS
562
Orion Portfolio Solutions
Nebraska
– -$368K -3,293 Closed
OCM
563
One Capital Management
California
– -$294K -2,628 Closed
TI
564
Truepoint Inc
Ohio
– -$284K -2,536 Closed
Thrivent Financial for Lutherans
565
Thrivent Financial for Lutherans
Minnesota
– -$265K -2,378 Closed
BHB
566
Bank Hapoalim BM
Israel
– -$250K -2,233 Closed
CPP
567
Capasso Planning Partners
South Carolina
– -$227K -2,028 Closed
SWA
568
Stratos Wealth Advisors
Ohio
– -$220K -1,968 Closed
LA
569
Legacy Advisors
Pennsylvania
– -$201K -1,800 Closed
USCWA
570
U.S. Capital Wealth Advisors
Texas
– -$188K -1,685 Closed
CSPAM
571
Cary Street Partners Asset Management
Virginia
– -$136K -1,217 Closed
CS
572
Credit Suisse
Switzerland
– -$127K -1,137 Closed
FA
573
Fiduciary Alliance
South Carolina
– -$124K -1,105 Closed
Jones Financial Companies
574
Jones Financial Companies
Missouri
– -$89K -800 Closed
ZIG
575
Zullo Investment Group
Pennsylvania
– -$79.7K -713 Closed
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