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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$25.6M
2
SFI
2
SPC Financial Inc
Maryland
$14.6M
3
Bank of America
3
Bank of America
North Carolina
$855M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$46.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$12.7M

Top Sellers

1
MMH
1
Menora Mivtachim Holdings
Israel
$0
2
MMFA
2
Main Management Fund Advisors
California
$0
3
CA
3
CSM Advisors
Pennsylvania
$0
4
NRA
4
NSI Retail Advisors
Pennsylvania
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
101
Interactive Financial Advisors
Illinois
$2.1M +$19.3K +182 +0.9%
BA
102
Bristlecone Advisors
Washington
$2.08M -$25.4K -240 -1%
CAL
103
Capital Advisors Ltd
Ohio
$2.05M – – –
PAS
104
Park Avenue Securities
New York
$2.02M +$635K +5,994 +46%
WAS
105
WESPAC Advisors SoCal
California
$2.01M +$19K +179 +1%
DAS
106
Dynamic Advisor Solutions
Arizona
$2M -$35.3K -333 -2%
NA
107
NewEdge Advisors
Louisiana
$1.94M -$1.03M -9,716 -35%
SFG
108
StrategIQ Financial Group
Indiana
$1.91M -$43.9K -414 -2%
EWA
109
EP Wealth Advisors
California
$1.9M -$910K -8,583 -32%
SCA
110
Snowden Capital Advisors
New York
$1.88M -$944K -8,904 -33%
GBWM
111
Granite Bay Wealth Management
New Hampshire
$1.87M +$1.87M +16,420 New
PWP
112
Principle Wealth Partners
Connecticut
$1.78M +$117K +1,100 +7%
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.77M +$218K +2,054 +14%
WS
114
Wedbush Securities
California
$1.76M +$482K +4,546 +38%
PF
115
Phoenix Financial
Israel
$1.75M +$152K +1,434 +10%
AIP
116
ARS Investment Partners
New York
$1.74M +$140K +1,321 +9%
SAF
117
Smith Anglin Financial
Texas
$1.73M +$37.4K +353 +2%
GKWIM
118
Gerber Kawasaki Wealth & Investment Management
California
$1.66M -$13.9K -131 -0.8%
SPC
119
Sigma Planning Corp
Michigan
$1.62M +$41.6K +393 +3%
MWA
120
MFA Wealth Advisors
Pennsylvania
$1.62M +$56.3K +531 +4%
MIM
121
Meixler Investment Management
Arizona
$1.62M +$1.02M +9,610 +170%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$1.57M -$384K -3,628 -20%
BMCM
123
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$1.56M +14,699 New
SWP
124
Stratos Wealth Partners
Ohio
$1.55M +$62K +585 +4%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$1.54M -$3.02M -28,609 -66%
3 4
5
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