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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 %
SIC
576
Salem Investment Counselors
North Carolina
$10.1K -$25.3K -200 -71%
EDRH
577
Edmond de Rothschild Holding
Switzerland
$10.1K – – –
AIM
578
Anchor Investment Management
South Carolina
$9.12K – – –
GI
579
Gradient Investments
Minnesota
$9.12K +$506 +4 +6%
AAG
580
Armstrong Advisory Group
Massachusetts
$8.23K – – –
BWM
581
BKM Wealth Management
Wisconsin
$8.23K +$8.23K +65 New
SIS
582
Sound Income Strategies
Florida
$7.98K -$32.9K -260 -80%
HWA
583
HHM Wealth Advisors
Tennessee
$7.6K -$3.17K -25 -29%
PA
584
PSI Advisors
Florida
$7.6K – – –
RG
585
Retirement Group
California
$7.47K – – –
TF
586
Tompkins Financial
New York
$7.09K +$7.09K +56 New
NMG
587
New Millennium Group
Utah
$6.9K -$128 -1 -2%
PMFA
588
Plante Moran Financial Advisors
Michigan
$6.33K -$4.81K -38 -43%
HPC
589
HM Payson & Co
Maine
$6.33K – – –
PGAM
590
Princeton Global Asset Management
New Jersey
$6.33K – – –
LFA
591
Livelsberger Financial Advisory
Ohio
$6.33K +$6.33K +50 New
HBW
592
Hazlett, Burt & Watson
West Virginia
$6K – – –
RPCA
593
Running Point Capital Advisors
California
$5.84K +$5.84K +46 New
MIA
594
MeadowBrook Investment Advisors
Michigan
$5.7K +$5.7K +45 New
SRCM
595
Signature Resources Capital Management
California
$5.19K +$5.19K +41 New
SGC
596
Slocum, Gordon & Co
Rhode Island
$5.06K +$5.06K +39 New
VWM
597
Valley Wealth Managers
New Jersey
$4.94K – – –
DFA
598
DHJJ Financial Advisors
Illinois
$4.72K – – –
AWM
599
AllSquare Wealth Management
New York
$4.43K – – –
AIP
600
Ameritas Investment Partners
Nebraska
$3.93K – – –
22 23
24
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