iShares US Aerospace & Defense ETF
626 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 135 funds opening new positions, 228 increasing their positions, 173 reducing their positions, and 44 closing their positions.
270% more call options, than puts
Call options by funds: $94.8M | Put options by funds: $25.6M
207% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 44
38% more capital invested
Capital invested by funds: $2.51B → $3.46B (+$952M)
32% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 173
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
16% more funds holding
Funds holding: 541 → 626 (+85)
5.55% more ownership
Funds ownership: 51.15% → 56.69% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$261M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$68.1M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$29M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$35M |
| 2 |
Two Sigma Investments
New York
|
-$25.5M |
| 3 |
Two Sigma Advisers
New York
|
-$12.7M |
| 4 |
Millennium Management
New York
|
-$12.6M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$11.2M |
ITA Hedge Fund Activity: Q4 2023 in Review
626 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2023, worth a combined $3.46B — up 38% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new ITA positions and 44 closed out — a net gain of 91 holders — while 228 added to existing stakes and 173 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $261M. The largest seller was Goldman Sachs, cutting an estimated $35M.
- 626 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2023, up from 541 in Q3 2023.
- Funds reported $3.46B of iShares US Aerospace & Defense ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 135 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2023 and 44 closed out, a net change of +91 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2023 was Morgan Stanley, an estimated $261M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2023 was Goldman Sachs, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2023.