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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 Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$6.34M -$63.1K -478 -1%
Mariner
52
Mariner
Kansas
$5.86M -$1.16M -8,813 -17%
OC
53
Oppenheimer & Co
New York
$5.36M +$349K +2,642 +7%
BFIC
54
Bedell Frazier Investment Counselling
California
$5.22M -$81.4K -617 -2%
HG
55
Herbst Group
Connecticut
$5.1M -$515K -3,903 -9%
WIP
56
WealthCare Investment Partners
Rhode Island
$4.92M +$168K +1,275 +4%
CIM
57
Confluence Investment Management
Missouri
$4.9M -$64.6K -490 -1%
FWA
58
FOCUS Wealth Advisors
Texas
$4.76M +$189K +1,432 +4%
BA
59
Bluesphere Advisors
Pennsylvania
$4.76M +$128K +967 +3%
5SA
60
5th Street Advisors
Connecticut
$4.71M +$804K +6,096 +21%
MAG
61
MRA Advisory Group
New Jersey
$4.65M +$128K +969 +3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$4.55M -$878K -6,652 -16%
PFS
63
Prospera Financial Services
Texas
$4.39M +$779K +5,905 +22%
FTS
64
Fifth Third Securities
Ohio
$4.25M -$2.18M -16,549 -34%
WDL
65
Well Done LLC
Michigan
$4.2M -$13.3K -101 -0.3%
YC
66
Yarbrough Capital
Tennessee
$4.01M – – –
PFP
67
Paragon Financial Partners
California
$3.99M +$62K +470 +2%
GECH
68
Garnet Equity Capital Holdings
New York
$3.96M – – –
ES
69
Eagle Strategies
New York
$3.88M +$3.88M +29,398 New
PCIA
70
Prime Capital Investment Advisors
Kansas
$3.82M -$251K -1,901 -6%
BPC
71
Banque Pictet & Cie
Switzerland
$3.73M +$3.73M +28,260 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3.67M +$22.4K +170 +0.6%
NW
73
NewEdge Wealth
Pennsylvania
$3.54M +$3.54M +26,837 New
EH
74
Equitable Holdings
New York
$3.49M -$771K -5,845 -18%
DADC
75
D.A. Davidson & Co
Montana
$3.41M +$1.57M +11,925 +86%
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3
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