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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 Market Value Shares Shares
Change 		Shares
Change %
PWP
76
Principle Wealth Partners
Connecticut
$3.35M 25,354 +322 +1%
JFG
77
Jefferies Financial Group
New York
$3.3M 25,000 -15,324 -38%
WA
78
WESPAC Advisors
California
$3.3M 24,985 +2,194 +10%
AI
79
Atria Investments
North Carolina
$3.19M 24,151 -707 -3%
Creative Planning
80
Creative Planning
Kansas
$3.17M 24,032 +2,018 +9%
LNC
81
Lincoln National Corp
Pennsylvania
$3.16M 23,984 +625 +3%
JE
82
JMAC Enterprises
Pennsylvania
$3.11M 23,609 +422 +2%
SC
83
Scotia Capital
Ontario, Canada
$3.11M 23,553 +1,193 +5%
GWM
84
Geneos Wealth Management
Colorado
$3.11M 23,549 +1,012 +4%
AWM
85
Apollon Wealth Management
South Carolina
$3.09M 23,455 +2,248 +11%
DAS
86
Dynamic Advisor Solutions
Arizona
$3.06M 23,215 +2,444 +12%
SPIA
87
Steward Partners Investment Advisory
New York
$3M 22,734 +4,203 +23%
BWM
88
BigSur Wealth Management
Florida
$2.99M 22,685 – –
Cerity Partners
89
Cerity Partners
New York
$2.99M 22,682 +1,399 +7%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$2.96M 22,407 +15,389 +219%
FPGK
91
Financial Partners Group (Kansas)
Kansas
$2.93M 22,224 +184 +0.8%
BA
92
Bristlecone Advisors
Washington
$2.93M 22,203 +1,301 +6%
HI
93
Harbour Investments
Wisconsin
$2.92M 22,147 +7,477 +51%
PTC
94
Philadelphia Trust Company
Pennsylvania
$2.91M 22,081 -511 -2%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$2.9M 21,971 +9,771 +80%
HF
96
HRT Financial
New York
$2.88M 21,852 +2,371 +12%
NA
97
NewEdge Advisors
Louisiana
$2.84M 21,499 -1,096 -5%
Lido Advisors
98
Lido Advisors
California
$2.83M 21,458 -560 -3%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$2.8M 21,390 -178 -0.8%
IFA
100
Interactive Financial Advisors
Illinois
$2.72M 20,597 -37,759 -65%
2 3
4
5 6