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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 %
GI
576
GAMCO Investors
Connecticut
– -$350K -3,000 Closed
VWM
577
Vigilare Wealth Management
Arizona
– -$338K -2,898 Closed
FCH
578
Freestone Capital Holdings
Washington
– -$265K -2,275 Closed
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
– -$259K -2,216 Closed
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
– -$243K -2,079 Closed
BTWM
581
Baker Tilly Wealth Management
Wisconsin
– -$233K -2,000 Closed
DS
582
DRW Securities
Illinois
– -$233K -2,000 Closed
TA
583
TrueWealth Advisors
Alabama
– -$231K -1,980 Closed
GCM
584
Gunderson Capital Management
South Carolina
– -$222K -1,899 Closed
GIA
585
Guyasuta Investment Advisors
Pennsylvania
– -$216K -1,850 Closed
PFT
586
Providence First Trust
Arizona
– -$216K -1,850 Closed
CBFP
587
Cedar Brook Financial Partners
Ohio
– -$216K -1,847 Closed
CWM
588
Connecticut Wealth Management
Connecticut
– -$210K -1,803 Closed
DI
589
Diligent Investors
California
– -$210K -1,800 Closed
MIM
590
Marco Investment Management
Georgia
– -$210K -1,800 Closed
CIA
591
Capital Investment Advisors
Georgia
– -$210K -1,800 Closed
RCAG
592
Rehmann Capital Advisory Group
Michigan
– -$210K -1,799 Closed
LFAS
593
Level Four Advisory Services
Texas
– -$209K -1,790 Closed
RWB
594
RMR Wealth Builders
New Jersey
– -$208K -1,780 Closed
OPPS
595
Obsidian Personal Planning Solutions
Maryland
– -$205K -1,761 Closed
RWA
596
Redhawk Wealth Advisors
Minnesota
– -$201K -1,724 Closed
FA
597
Fiduciary Alliance
South Carolina
– -$157K -1,343 Closed
SF
598
Safeguard Financial
Wisconsin
– -$63K -543 Closed
GTAM
599
Global Trust Asset Management
Florida
– -$57.2K -490 Closed
Twin Tree Management
600
Twin Tree Management
Texas
– -$32.8K -281 Closed
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