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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 %
IF
551
Integrity Financial
Wyoming
$700 -$22.5K -193 -97%
LWANC
552
Laurel Wealth Advisors (North Carolina)
North Carolina
$584 – – –
MHR
553
Matthew Hamilton Rosenberg
$583 +$583 +5 New
RWPA
554
Richard W. Paul & Associates
Michigan
$467 -$701 -6 -60%
SWM
555
Sugarloaf Wealth Management
Georgia
$66 – – –
SPW
556
Surience Private Wealth
Washington
– -$11.1M -96,614 Closed
MSCM
557
McElhenny Sheffield Capital Management
Texas
– -$9.94M -86,414 Closed
PS
558
Portfolio Strategies
New York
– -$8.83M -76,748 Closed
CCMG
559
Clark Capital Management Group
Pennsylvania
– -$8.39M -72,909 Closed
SMF
560
Sterling Manor Financial
New York
– -$5.31M -46,117 Closed
FEM
561
Fulcrum Equity Management
Texas
– -$2.49M -21,634 Closed
Tudor Investment Corp
562
Tudor Investment Corp
Connecticut
– -$2.44M -21,170 Closed
TAM
563
TCP Asset Management
Ohio
– -$2.22M -19,259 Closed
LCGC
564
Legacy Capital Group California
California
– -$1.51M -13,124 Closed
UAS
565
United Asset Strategies
New York
– -$1.07M -13,010 Closed
CCG
566
Capital CS Group
California
– -$1.38M -11,994 Closed
IA
567
IAM Advisory
Pennsylvania
– -$1.31M -11,395 Closed
FGA
568
Fortis Group Advisors
New Jersey
– -$1.27M -11,142 Closed
CPM
569
Connective Portfolio Management
New York
– -$1.16M -10,100 Closed
SSA
570
Schonfeld Strategic Advisors
New York
– -$1.15M -10,000 Closed
D.E. Shaw & Co
571
D.E. Shaw & Co
New York
– -$829K -7,200 Closed
HCM
572
Howard Capital Management
Georgia
– -$635K -5,517 Closed
IUHSA
573
Itau Unibanco Holding S.A.
Brazil
– -$509K -4,424 Closed
SG Americas Securities
574
SG Americas Securities
New York
– -$497K -4,316 Closed
BCM
575
BlueCrest Capital Management
Jersey
– -$474K -4,115 Closed
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