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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

614 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 220 increasing their positions, 189 reducing their positions, and 46 closing their positions.

Holders
614
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
8.93%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
56
Increased
220
Reduced
189
Closed
46
Calls
$21.1M
Puts
$23.4M
Net Calls
-$2.23M
Net Calls Change
-$54.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$45M
2
Millennium Management
2
Millennium Management
New York
$11.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$19.8M
4
AWM
4
Accurate Wealth Management
Florida
$6.08M
5
Bank of America
5
Bank of America
North Carolina
$1.21B

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$766K
2
Morgan Stanley
2
Morgan Stanley
New York
$239M
3
MSCM
3
McElhenny Sheffield Capital Management
Texas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
ACA
5
Aptus Capital Advisors
Alabama
$82.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$3.69M +$15.1K +114 +0.4%
EH
77
Equitable Holdings
New York
$3.67M +$176K +1,333 +5%
PWP
78
Principle Wealth Partners
Connecticut
$3.65M +$298K +2,253 +9%
TC
79
TAP Consulting
Missouri
$3.57M +$1.45M +10,955 +68%
PCIA
80
Prime Capital Investment Advisors
Kansas
$3.48M -$338K -2,563 -9%
NW
81
NewEdge Wealth
Pennsylvania
$3.47M -$74.6K -565 -2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$3.39M +$431K +3,205 +15%
BRWA
83
B. Riley Wealth Advisors
Florida
$3.27M +$405K +3,066 +14%
SC
84
Scotia Capital
Ontario, Canada
$3.18M +$70.4K +533 +2%
JE
85
JMAC Enterprises
Pennsylvania
$3.14M +$22.3K +169 +0.7%
WQ
86
Wealth Quarterback
New Jersey
$3.14M +$2.49M +18,891 +388%
SPIA
87
Steward Partners Investment Advisory
New York
$3.05M +$51K +386 +2%
FPGK
88
Financial Partners Group (Kansas)
Kansas
$3.05M +$111K +844 +4%
NA
89
NewEdge Advisors
Louisiana
$3.03M +$193K +1,463 +7%
AI
90
Atria Investments
North Carolina
$3.03M -$162K -1,226 -5%
BWM
91
BigSur Wealth Management
Florida
$3M – – –
BA
92
Bristlecone Advisors
Washington
$3M +$63.4K +480 +2%
GWM
93
Geneos Wealth Management
Colorado
$2.96M -$146K -1,108 -5%
HI
94
Harbour Investments
Wisconsin
$2.96M +$34.1K +258 +1%
DBIA
95
Dumont & Blake Investment Advisors
New Jersey
$2.93M +$1.47M +11,144 +101%
DAS
96
Dynamic Advisor Solutions
Arizona
$2.9M -$163K -1,233 -5%
PTC
97
Philadelphia Trust Company
Pennsylvania
$2.87M -$45.7K -346 -2%
Cerity Partners
98
Cerity Partners
New York
$2.81M -$187K -1,419 -6%
PP
99
Prudential plc
United Kingdom
$2.78M +$2.78M +21,050 New
TWC
100
TD Waterhouse Canada
Ontario, Canada
$2.75M -$61.1K -465 -2%
2 3
4
5 6