ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LPL Financial
2
LPL Financial
California
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.4M
4
DI
4
DFPG Investments
Utah
$8.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$50.5M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$27K
2
Bank of America
2
Bank of America
North Carolina
$925M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.6M
4
SPW
4
Surience Private Wealth
Washington
$0
5
MSCM
5
McElhenny Sheffield Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$3.68M -$518K -4,436 -12%
AC
77
ASB Consultores
Florida
$3.67M -$742K -6,358 -17%
EH
78
Equitable Holdings
New York
$3.67M +$253K +2,170 +7%
YC
79
Yarbrough Capital
Tennessee
$3.55M – – –
GECH
80
Garnet Equity Capital Holdings
New York
$3.5M +$3.5M +30,000 New
OC
81
Oppenheimer & Co
New York
$3.43M +$287K +2,462 +9%
PTC
82
Philadelphia Trust Company
Pennsylvania
$3.36M -$455K -3,900 -12%
NA
83
NewEdge Advisors
Louisiana
$3.27M -$639K -5,473 -16%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.24M -$32.1K -275 -1%
SC
85
Scotia Capital
Ontario, Canada
$3.2M -$3.48M -29,816 -52%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$3.12M -$116K -992 -4%
SCA
87
Snowden Capital Advisors
New York
$3.11M -$212K -1,816 -6%
SFS
88
Sowell Financial Services
Arkansas
$3.02M +$2.6M +22,275 +620%
PFP
89
Paragon Financial Partners
California
$2.97M +$2.8K +24 +0.1%
SPIA
90
Steward Partners Investment Advisory
New York
$2.95M -$1.1M -9,393 -27%
MAG
91
MRA Advisory Group
New Jersey
$2.94M -$665K -5,698 -18%
IP
92
Ignite Planners
California
$2.94M -$74.1K -639 -2%
Barclays
93
Barclays
United Kingdom
$2.87M +$791K +6,783 +38%
WWM
94
WT Wealth Management
Arizona
$2.83M +$326K +2,795 +13%
GWM
95
Geneos Wealth Management
Colorado
$2.82M +$106K +905 +4%
PWAC
96
Private Wealth Advisors (California)
California
$2.8M +$22.1K +189 +0.8%
JE
97
JMAC Enterprises
Pennsylvania
$2.66M -$88.2K -756 -3%
Citadel Advisors
98
Citadel Advisors
Florida
$2.62M +$1.57M +13,431 +149%
LNC
99
Lincoln National Corp
Pennsylvania
$2.6M -$333K -2,856 -11%
Jane Street
100
Jane Street
New York
$2.55M +$773K +6,623 +43%
2 3
4
5 6