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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

327 hedge funds and large institutions have $845M invested in iShares US Aerospace & Defense ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
90
Reduced
114
Closed
33
Calls
$47.6M
Puts
$6.05M
Net Calls
+$41.5M
Net Calls Change
-$7.51M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.5M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$8.65M
3
Jane Street
3
Jane Street
New York
$5.64M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.4M
5
NL
5
NWAM LLC
Washington
$3.45M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$15K
2
MIH
2
Meitav Investment House
Israel
$20.9M
3
Bank of America
3
Bank of America
North Carolina
$129M
4
Wells Fargo
4
Wells Fargo
California
$35.2M
5
AWM
5
AE Wealth Management
Kansas
$682K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Caprock Group
Idaho
$1.31M +$198K +1,809 +18%
JWBC
77
J.W. Burns & Co
New York
$1.3M -$12.7K -116 -1%
FPGK
78
Financial Partners Group (Kansas)
Kansas
$1.29M -$767 -7 -0.1%
FAIM
79
Financial Advocates Investment Management
Washington
$1.28M -$16.1K -145 -1%
UWM
80
USAdvisors Wealth Management
Minnesota
$1.26M -$20.7K -189 -2%
EIP
81
Ellis Investment Partners
Pennsylvania
$1.23M -$125K -1,143 -9%
Vontobel Holding
82
Vontobel Holding
Switzerland
$1.19M -$71.5K -653 -6%
NFP
83
Novak Financial Planning
Maryland
$1.17M -$48.9K -446 -4%
BCM
84
BCK Capital Management
Connecticut
$1.13M – – –
JPLA
85
Joseph P. Lucia & Associates
New York
$1.13M -$133K -1,211 -10%
OC
86
Oppenheimer & Co
New York
$1.12M -$157K -1,433 -12%
FI
87
Financial Insights
Washington
$1.08M +$1.08M +985 New
SS
88
Sunbelt Securities
Texas
$1.07M -$95.7K -912 -8%
RFC
89
Regions Financial Corp
Alabama
$1.05M +$1.05M +9,550 New
LNC
90
Lincoln National Corp
Pennsylvania
$1.04M +$30.2K +276 +3%
AIC
91
Ameritas Investment Company
Nebraska
$1.02M +$761K +6,835 +293%
APA
92
American Portfolios Advisors
New York
$1.01M -$32.3K -295 -3%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$992K -$1.38M – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$990K +$765K +6,948 +341%
EWA
95
Evolution Wealth Advisors
Florida
$949K +$43.8K +400 +5%
BIA
96
Barry Investment Advisors
Massachusetts
$905K – – –
BCM
97
Brookstone Capital Management
Illinois
$861K +$24.7K +229 +3%
PPA
98
Parametric Portfolio Associates
Washington
$861K +$205K +1,872 +31%
CWM
99
Cornerstone Wealth Management
Missouri
$841K -$64.7K -591 -7%
WP
100
WealthSource Partners
California
$802K -$24K -219 -3%
2 3
4
5 6