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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
1
Morgan Stanley
New York
$506M
2
Bank of America
2
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.5M
5
IFA
5
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.66M
3
FAIM
3
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$6.15M -$309K -2,437 -5%
AWS
52
Atria Wealth Solutions
New York
$5.98M +$752K +5,938 +14%
DI
53
DFPG Investments
Utah
$5.95M -$104K -841 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$5.74M +$1.7M +13,390 +42%
KHLMTHM
55
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.6M – – –
JWCA
56
J.W. Cole Advisors
Florida
$5.59M +$4.7M +37,156 +528%
GBWM
57
Granite Bay Wealth Management
New Hampshire
$5.43M +$3.51M +30,036 +183%
HG
58
Herbst Group
Connecticut
$5.38M -$33.5K -265 -0.6%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$5.21M -$347K -2,744 -6%
JFG
60
Jefferies Financial Group
New York
$5.11M +$5.11M +40,324 New
BFIC
61
Bedell Frazier Investment Counselling
California
$5.09M -$141K -1,111 -3%
WC
62
Wexford Capital
Florida
$5M +$5M +39,476 New
AC
63
ASB Consultores
Florida
$4.82M +$123K +975 +3%
OC
64
Oppenheimer & Co
New York
$4.81M +$914K +7,222 +23%
CIM
65
Confluence Investment Management
Missouri
$4.76M -$97.2K -768 -2%
PF
66
Phoenix Financial
Israel
$4.59M +$2.5M +19,719 +119%
NL
67
NWAM LLC
Washington
$4.44M +$4.44M +35,109 New
BA
68
Bluesphere Advisors
Pennsylvania
$4.44M +$353K +2,787 +9%
WIP
69
WealthCare Investment Partners
Rhode Island
$4.41M +$5.14K +42 +0.1%
FWA
70
FOCUS Wealth Advisors
Texas
$4.39M +$760 +6 +0%
MAG
71
MRA Advisory Group
New Jersey
$4.34M +$957K +7,556 +28%
CCA
72
Cadent Capital Advisors
Oklahoma
$4.1M +$12K +95 +0.3%
EH
73
Equitable Holdings
New York
$4.09M +$91K +719 +2%
WDL
74
Well Done LLC
Michigan
$4.04M -$259K -2,046 -6%
PCIA
75
Prime Capital Investment Advisors
Kansas
$3.9M -$2.56M -20,244 -40%
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3
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