ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

647 hedge funds and large institutions have $2.78B invested in iShares US Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+33
Holders Change %
+5.37%
% of All Funds
9.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
91
Increased
209
Reduced
204
Closed
51
Calls
$44.7M
Puts
$26.1M
Net Calls
+$18.6M
Net Calls Change
+$20.8M

Top Buyers

1
MSCM
1
McElhenny Sheffield Capital Management
Texas
$16.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$14.8M
3
ACA
3
Aptus Capital Advisors
Alabama
$11M
4
LPL Financial
4
LPL Financial
California
$146M
5
FNC
5
First National Corp
Massachusetts
$9.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
RBA
2
Richard Bernstein Advisors
New York
$8.35M
3
Millennium Management
3
Millennium Management
New York
$411K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
676
Moneta Group Investment Advisors
Missouri
– -$214K -1,619 Closed
SMC
677
Smith, Moore & Co
Missouri
– -$211K -1,596 Closed
TC
678
TownSquare Capital
Utah
– -$202K -1,529 Closed
TFF
679
The Family Firm
Maryland
– -$116K -879 Closed
NFSG
680
Newbridge Financial Services Group
Florida
– -$99.9K -756 Closed
BCV
681
Banque Cantonale Vaudoise
Switzerland
– -$93K -710 Closed
CLOS
682
Compagnie Lombard Odier SCmA
Switzerland
– -$93.2K -706 Closed
1832 Asset Management
683
1832 Asset Management
Ontario, Canada
– -$89.5K -678 Closed
MG
684
Mather Group
Illinois
– -$84.7K -642 Closed
LIA
685
Lynx Investment Advisory
District of Columbia
– -$63.4K -480 Closed
VWM
686
Venturi Wealth Management
Texas
– -$56.5K -428 Closed
OFG
687
Oxford Financial Group
Indiana
– -$53.3K -404 Closed
LTI
688
Laffer Tengler Investments
Tennessee
– -$52.8K -400 Closed
KFS
689
Kelly Financial Services
Massachusetts
– -$50.4K -382 Closed
LI
690
LRI Investments
Florida
– -$46.2K -350 Closed
MFA
691
McClarren Financial Advisors
Pennsylvania
– -$107K -264 Closed
OWA
692
Opal Wealth Advisors
New York
– -$27.7K -210 Closed
CC
693
Cultivar Capital
Texas
– -$26.5K -201 Closed
BWP
694
Baldwin Wealth Partners
Massachusetts
– -$15.8K -120 Closed
WIA
695
Wetzel Investment Advisors
Indiana
– -$11.3K -86 Closed
GI
696
Gradient Investments
Minnesota
– -$8.98K -68 Closed
VWM
697
Valley Wealth Managers
New Jersey
– -$5.15K -39 Closed
VAG
698
VisionPoint Advisory Group
Texas
– -$3.96K -30 Closed
SWS
699
SYSTM Wealth Solutions
Illinois
– -$2.56K -19 Closed
RTL
700
Red Tortoise LLC
Georgia
– -$1.6K -12 Closed
24 25 26 27
28