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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 %
GWS
551
Glassman Wealth Services
Virginia
$19K – – –
CFD
552
Creative Financial Designs
Indiana
$18.2K +$6.73K +53 +59%
BTI
553
Blue Trust Inc
Georgia
$18K -$6.52K -63 -27%
RAM
554
Riggs Asset Management
Pennsylvania
$17.7K +$17.7K +140 New
NFA
555
Northwest Financial Advisors
Virginia
$17.3K +$17.3K +137 New
CI
556
CX Institutional
Indiana
$16.3K -$398K -3,140 -96%
ITIM
557
Indiana Trust & Investment Management
Indiana
$15.8K +$15.8K +125 New
SWC
558
Spectrum Wealth Counsel
Indiana
$15.4K +$15.4K +122 New
BWP
559
Baldwin Wealth Partners
Massachusetts
$15.2K – – –
BFA
560
BBJS Financial Advisors
Washington
$14.6K -$12.7K -100 -47%
GWSA
561
Global Wealth Strategies & Associates
Colorado
$14.3K +$1.01K +8 +8%
First Manhattan
562
First Manhattan
New York
$13.8K – – –
MM
563
Main Management
California
$13K – – –
HWA
564
Heritage Wealth Advisors
Virginia
$12.9K -$7.6K -60 -37%
RDFA
565
Ritter Daniher Financial Advisory
Ohio
$12.7K – – –
GWANC
566
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.7K – – –
DAM
567
Delta Asset Management
Tennessee
$12.7K – – –
ACA
568
Aptus Capital Advisors
Alabama
$12.7K – – –
PCMC
569
Private Capital Management (Colorado)
Colorado
$12.7K – – –
MFT
570
Moisand Fitzgerald Tamayo
Florida
$12K – – –
VF
571
VitalStone Financial
Texas
$12K -$9.47K -75 -44%
TFG
572
Team Financial Group
California
$11.6K – – –
KHC
573
Koesten Hirschmann & Crabtree
Kansas
$11.4K +$11.4K +90 New
HIIFS
574
Harel Insurance Investments & Financial Services
Israel
$11K – – –
WIA
575
Wetzel Investment Advisors
Indiana
$11K +$11K +86 New
21 22
23
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