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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.2B
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
5
Citigroup
New York
$9.15M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
626
Virtue Capital Management
Tennessee
– – -11,964 Closed
FGA
627
Fortis Group Advisors
New Jersey
– – -11,412 Closed
VLC
628
Van Leeuwen & Company
New Jersey
– – -11,032 Closed
NVCHI
629
New Vernon Capital Holdings II
New Jersey
– – -8,639 Closed
AWA
630
Arete Wealth Advisors
Illinois
– – -5,486 Closed
PCS
631
Private Client Services
Kentucky
– – -5,141 Closed
DI
632
DAGCO Inc
Ohio
– – -4,549 Closed
SSWM
633
Smith Salley Wealth Management
North Carolina
– – -4,437 Closed
WSCM
634
Wellington Shields Capital Management
New York
– – -3,216 Closed
WIA
635
World Investment Advisors
California
– – -2,896 Closed
FIA
636
Foundations Investment Advisors
Arizona
– – -2,888 Closed
FA
637
FDx Advisors
Illinois
– – -2,654 Closed
IA
638
IFG Advisory
Georgia
– – -2,553 Closed
BSG
639
Black Swift Group
Colorado
– – -2,500 Closed
APWA
640
Atlas Private Wealth Advisors
New Jersey
– – -2,086 Closed
SWA
641
Stratos Wealth Advisors
Ohio
– – -2,045 Closed
WP
642
WealthShield Partners
North Carolina
– – -2,027 Closed
SC
643
Sapient Capital
Indiana
– – -1,926 Closed
LMKC
644
L.M. Kohn & Company
Ohio
– – -1,895 Closed
Northern Trust
645
Northern Trust
Illinois
– – -1,778 Closed
FIM
646
Freedom Investment Management
Connecticut
– – -1,727 Closed
NWMG
647
National Wealth Management Group
Ohio
– – -1,726 Closed
LJAC
648
L.J. Altfest & Co
New York
– – -1,621 Closed
GWM
649
Greenwich Wealth Management
Connecticut
– – -1,600 Closed
Fifth Third Bancorp
650
Fifth Third Bancorp
Ohio
– – -1,482 Closed
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