iShares US Aerospace & Defense ETF
ITA
556 hedge funds and large institutions have $3.06B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 51 closing their positions.
63% more call options, than puts
Call options by funds: $122M | Put options by funds: $74.7M
29% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 51
1% more funds holding
Funds holding: 548 → 556 (+8)
9% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 179
0.34% less ownership
Funds ownership: 53.2% → 52.86% (-0.34%)
0% less capital invested
Capital invested by funds: $3.07B → $3.06B (-$14.9M)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$29.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.17M |
| 3 |
Goldman Sachs
New York
|
+$8.61M |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
+$7.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$68.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.5M |
| 4 |
SPW
Surience Private Wealth
Yakima,
Washington
|
-$11.1M |
| 5 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$9.94M |
ITA Hedge Fund Activity: Q2 2023 in Review
556 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2023, worth a combined $3.06B — down 0.48% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new ITA positions and 51 closed out — a net gain of 15 holders — while 195 added to existing stakes and 179 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $29.2M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $68.8M.
- 556 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2023, up from 548 in Q1 2023.
- Funds reported $3.06B of iShares US Aerospace & Defense ETF stock for Q2 2023, down 0.48% quarter-over-quarter.
- 66 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2023 and 51 closed out, a net change of +15 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $29.2M added.
- The largest iShares US Aerospace & Defense ETF seller in Q2 2023 was Migdal Insurance & Financial Holdings, an estimated $68.8M sold.
Based on aggregated 13F filings for Q2 2023.