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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 %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$2.49M -$20.1K -172 -0.8%
BWM
102
BigSur Wealth Management
Florida
$2.49M -$111K -950 -4%
FPGK
103
Financial Partners Group (Kansas)
Kansas
$2.48M -$59.8K -517 -2%
Creative Planning
104
Creative Planning
Kansas
$2.48M +$38.6K +331 +2%
BRWA
105
B. Riley Wealth Advisors
Florida
$2.46M -$350K -2,998 -12%
WA
106
WESPAC Advisors
California
$2.37M +$156K +1,338 +7%
BA
107
Bristlecone Advisors
Washington
$2.31M +$189K +1,624 +9%
AWM
108
AE Wealth Management
Kansas
$2.3M +$281K +2,407 +14%
IFA
109
Interactive Financial Advisors
Illinois
$2.29M -$422K -3,621 -16%
CAL
110
Capital Advisors Ltd
Ohio
$2.26M -$7.58K -65 -0.3%
DAS
111
Dynamic Advisor Solutions
Arizona
$2.24M +$754K +6,465 +51%
Cerity Partners
112
Cerity Partners
New York
$2.21M +$1.57M +13,437 +245%
WAS
113
WESPAC Advisors SoCal
California
$2.19M -$48.5K -416 -2%
EWA
114
EP Wealth Advisors
California
$2.18M +$880K +10,696 +68%
SLWA
115
San Luis Wealth Advisors
California
$2.17M +$2.17M +18,631 New
SI
116
Stephens Inc
Arkansas
$2.16M -$1.13M -9,668 -34%
TRCT
117
Tower Research Capital (TRC)
New York
$2.16M -$1.63M -14,003 -43%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$2.15M -$3.41M -29,218 -61%
SFG
119
StrategIQ Financial Group
Indiana
$2.15M – – –
PFA
120
Peak Financial Advisors
Colorado
$2.04M +$129K +1,105 +7%
GFPC
121
Global Financial Private Client
Florida
$2.04M -$1.38M -11,795 -40%
SWM
122
Spire Wealth Management
Virginia
$2.03M +$61.6K +528 +3%
FNC
123
First National Corp
Massachusetts
$2.01M -$210K -1,798 -9%
SAF
124
Smith Anglin Financial
Texas
$1.86M -$54K -463 -3%
GKWIM
125
Gerber Kawasaki Wealth & Investment Management
California
$1.84M +$69.7K +597 +4%
3 4
5
6 7