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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$506M
2
Bank of America
2
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.5M
5
IFA
5
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.66M
3
FAIM
3
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$2.79M -$54.7K -432 -2%
Cerity Partners
102
Cerity Partners
New York
$2.69M +$2.05M +16,166 +316%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$2.69M +$876K +7,032 +48%
AWM
104
Apollon Wealth Management
South Carolina
$2.68M +$36.1K +285 +1%
Two Sigma Investments
105
Two Sigma Investments
New York
$2.66M -$28M -221,000 -91%
BA
106
Bristlecone Advisors
Washington
$2.65M +$165K +1,300 +7%
MSFS
107
Main Street Financial Solutions
Pennsylvania
$2.59M +$11.6K +92 +0.5%
DAS
108
Dynamic Advisor Solutions
Arizona
$2.57M +$231K +1,868 +10%
WAS
109
WESPAC Advisors SoCal
California
$2.49M +$92K +727 +4%
TAM
110
Tocqueville Asset Management
New York
$2.49M +$2.49M +19,689 New
HF
111
HRT Financial
New York
$2.47M -$2.73M -21,596 -53%
GS
112
GTS Securities
New York
$2.46M +$2.12M +16,762 +626%
CAL
113
Capital Advisors Ltd
Ohio
$2.45M +$127 +1 +0%
SPIA
114
Steward Partners Investment Advisory
New York
$2.35M -$427K -3,372 -15%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2.34M +$230K +1,816 +11%
Fisher Asset Management
116
Fisher Asset Management
Washington
$2.32M +$1.07M +8,472 +86%
AF
117
Apollon Financial
South Carolina
$2.27M +$2.27M +17,930 New
FAIM
118
Financial Advocates Investment Management
Washington
$2.24M -$12.7M -97,293 -85%
VWM
119
Vivid Wealth Management
Iowa
$2.24M +$2.24M +17,686 New
SCA
120
Snowden Capital Advisors
New York
$2.22M -$19.4K -153 -0.9%
EWA
121
EP Wealth Advisors
California
$2.19M -$78.2K -618 -3%
FTUS
122
Flow Traders U.S.
New York
$2.18M +$2.18M +17,209 New
GPFA
123
Game Plan Financial Advisors
Ohio
$2.13M +$2.13M +16,825 New
AIP
124
ARS Investment Partners
New York
$2.11M +$25.8K +204 +1%
WS
125
Wedbush Securities
California
$2.1M -$1.52K -12 -0.1%
3 4
5
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