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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 %
WWM
551
WT Wealth Management
Arizona
– -$2.83M -24,224 Closed
PWAC
552
Private Wealth Advisors (California)
California
– -$2.8M -24,010 Closed
SLWA
553
San Luis Wealth Advisors
California
– -$2.17M -18,631 Closed
PFA
554
Peak Financial Advisors
Colorado
– -$2.04M -17,514 Closed
KF
555
Krilogy Financial
Missouri
– -$1.82M -15,576 Closed
BFS
556
Bard Financial Services
Connecticut
– -$1.28M -10,950 Closed
ES
557
Eagle Strategies
New York
– -$1.15M -9,878 Closed
MWM
558
Moulton Wealth Management
Washington
– -$1.05M -9,005 Closed
CA
559
Calton & Associates
Florida
– -$1.01M -8,623 Closed
BCM
560
BCK Capital Management
Connecticut
– -$944K -8,090 Closed
Renaissance Technologies
561
Renaissance Technologies
New York
– -$933K -8,000 Closed
PCP
562
Proficio Capital Partners
Massachusetts
– -$727K -6,235 Closed
TI
563
Tidal Investments
Wisconsin
– -$681K -5,841 Closed
FTUS
564
Flow Traders U.S.
New York
– -$666K -5,712 Closed
BCM
565
Barometer Capital Management
Ontario, Canada
– -$599K -5,130 Closed
VWA
566
V Wealth Advisors
Kansas
– -$514K -4,409 Closed
NRS
567
Neville Rodie & Shaw
New York
– -$505K -4,325 Closed
BFA
568
Benedict Financial Advisors
Georgia
– -$463K -3,968 Closed
VAS
569
Vestmark Advisory Solutions
Massachusetts
– -$452K -3,871 Closed
GCP
570
GSA Capital Partners
United Kingdom
– -$452K -3,871 Closed
YIH
571
Y-Intercept (HK)
Hong Kong
– -$451K -3,867 Closed
GCA
572
Greenwood Capital Associates
South Carolina
– -$366K -3,138 Closed
RDWM
573
Red Door Wealth Management
Tennessee
– -$364K -3,123 Closed
NWM
574
NEIRG Wealth Management
Massachusetts
– -$359K -3,077 Closed
LDB
575
Lee, Danner & Bass
Tennessee
– -$357K -3,063 Closed
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