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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 %
Bessemer Group
601
Bessemer Group
New Jersey
$3K +$3K +20 New
FWM
602
Focused Wealth Management
New York
$2.59K – – –
QC
603
Quent Capital
New York
$2.41K – – –
PP
604
PFS Partners
New Jersey
$2.2K – – –
SHIM
605
Stone House Investment Management
Pennsylvania
$2.15K – – –
WAM
606
WFA Asset Management
Wisconsin
$2.09K +$123 +1 +6%
RCM
607
Raleigh Capital Management
North Carolina
$2.07K – – –
OP
608
ORG Partners
Indiana
$1.92K – – –
PA
609
Pineridge Advisors
Missouri
$1.9K +$1.9K +15 New
FFA
610
Frazier Financial Advisors
Ohio
$1.79K +$1.79K +14 New
RTL
611
Red Tortoise LLC
Georgia
$1.53K – – –
TVAMP
612
Tennessee Valley Asset Management Partners
Tennessee
$1.27K +$1.27K +10 New
AWM
613
Able Wealth Management
New Jersey
$1.14K +$1.14K +9 New
SAM
614
Smartleaf Asset Management
Massachusetts
$1.14K +$1.14K +109 New
LCM
615
Logan Capital Management
Pennsylvania
$1.02K +$1.02K +8 New
LFG
616
Larson Financial Group
Missouri
$1.01K +$1.01K +8 New
VNA
617
Valley National Advisers
Pennsylvania
$1K – – –
GWMIA
618
Global Wealth Management Investment Advisory
Florida
$886 -$2.53K -20 -74%
KFI
619
Key Financial Inc
Pennsylvania
$886 – – –
CJ
620
Caitlin John
Michigan
$886 +$886 +7 New
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$633 – – –
MHR
622
Matthew Hamilton Rosenberg
$633 – – –
JWM
623
Janiczek Wealth Management
Colorado
$507 +$507 +4 New
RWPA
624
Richard W. Paul & Associates
Michigan
$253 – – –
HNB
625
Huntington National Bank
Ohio
$127 -$37.2K – –
23 24
25
26 27