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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

545 hedge funds and large institutions have $3.06B invested in iShares US Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 130 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+34
Holders Change %
+6.65%
% of All Funds
8.72%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
87
Increased
230
Reduced
130
Closed
43
Calls
$114M
Puts
$61.2M
Net Calls
+$53M
Net Calls Change
+$21.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$934M
2
MMH
2
Menora Mivtachim Holdings
Israel
$146M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$69.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$45.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$213M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$829K
2
DCM
2
Discovery Capital Management
Connecticut
$0
3
Twin Tree Management
3
Twin Tree Management
Texas
$2.41M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$99.7M
5
MFS
5
Mirabella Financial Services
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$3.99M +$3.15M +27,356 +375%
CIM
77
Confluence Investment Management
Missouri
$3.88M +$540K +4,689 +16%
NA
78
NewEdge Advisors
Louisiana
$3.77M +$283K +2,512 +8%
PTC
79
Philadelphia Trust Company
Pennsylvania
$3.76M -$19.9K -173 -0.5%
TRCT
80
Tower Research Capital (TRC)
New York
$3.74M +$50.3K +437 +1%
DRS
81
Deane Retirement Strategies
Louisiana
$3.73M +$24K +209 +0.6%
MAG
82
MRA Advisory Group
New Jersey
$3.56M -$248K -2,153 -7%
YC
83
Yarbrough Capital
Tennessee
$3.5M – – –
ACA
84
Aptus Capital Advisors
Alabama
$3.43M +$3.41M +29,670 +29,670%
GFPC
85
Global Financial Private Client
Florida
$3.41M -$560K -4,787 -14%
EH
86
Equitable Holdings
New York
$3.37M +$1.05M +9,087 +45%
SCA
87
Snowden Capital Advisors
New York
$3.27M -$416K -3,618 -11%
SI
88
Stephens Inc
Arkansas
$3.24M -$1.76M -15,267 -35%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$967K -8,409 -23%
WIP
90
WealthCare Investment Partners
Rhode Island
$3.21M +$795K +6,910 +33%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3.19M -$115K -999 -3%
NWM
92
NEIRG Wealth Management
Massachusetts
$3.17M -$97.9K -851 -3%
IA
93
IFP Advisors
Florida
$3.1M -$1.22M -6,062 -28%
OC
94
Oppenheimer & Co
New York
$3.1M +$305K +2,651 +11%
BA
95
Bluesphere Advisors
Pennsylvania
$3.01M +$48.9K +425 +2%
IP
96
Ignite Planners
California
$3M +$8.44K +73 +0.3%
PFP
97
Paragon Financial Partners
California
$2.92M -$22K -191 -0.7%
VC
98
Vicus Capital
Pennsylvania
$2.9M +$2.38M +20,696 +459%
LNC
99
Lincoln National Corp
Pennsylvania
$2.89M +$413K +3,592 +17%
BRWA
100
B. Riley Wealth Advisors
Florida
$2.77M +$126K +1,091 +5%
2 3
4
5 6