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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

328 hedge funds and large institutions have $820M invested in iShares US Aerospace & Defense ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-19
Holders Change %
-5.48%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
77
Reduced
129
Closed
51
Calls
$57.4M
Puts
$8.39M
Net Calls
+$49M
Net Calls Change
-$11.5M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$61.4M
2
CS
Credit Suisse
Switzerland
$8.83M
3
AWM
AE Wealth Management
Kansas
$4.4M
4
LJAC
L.J. Altfest & Co
New York
$13.9M
5
CA
Cetera Advisors
Colorado
$4.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$141M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$322K
3
Citadel Advisors
Citadel Advisors
Florida
$2.63M
4
UBS Group
UBS Group
Switzerland
$25.7M
5
Twin Tree Management
Twin Tree Management
Texas
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$578K +$12K +113 +2%
GW
127
GW & Wade
Massachusetts
$574K +$337K +3,239 +142%
SWM
128
SeaCrest Wealth Management
New York
$572K -$54.4K -522 -9%
HWM
129
Howard Wealth Management
Connecticut
$572K -$46.8K -450 -8%
Principal Financial Group
130
Principal Financial Group
Iowa
$547K +$416 +4 +0.1%
FHC
131
First Heartland Consultants
Missouri
$542K -$20.6K -198 -4%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$536K +$536K +5,150 New
BSW
133
Buckingham Strategic Wealth
Missouri
$505K -$153K -1,469 -23%
TRCT
134
Tower Research Capital (TRC)
New York
$503K -$2.89M -27,765 -85%
HWA
135
HCR Wealth Advisors
California
$500K -$485K -4,652 -49%
BMCM
136
Burns Matteson Capital Management
New York
$491K -$23.1K -222 -4%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487K -$5.22K -50 -1%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$481K -$77K -738 -14%
JWCA
139
J.W. Cole Advisors
Florida
$474K -$379K -3,639 -44%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$473K -$15.4K -148 -3%
Bessemer Group
141
Bessemer Group
New Jersey
$471K +$375K +3,600 +390%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$466K +$90.6K +869 +24%
FCM
143
Firestone Capital Management
Florida
$461K – – –
LFAS
144
Level Four Advisory Services
Texas
$455K -$12.2K -117 -3%
Prudential Financial
145
Prudential Financial
New Jersey
$446K -$828K -7,944 -65%
WCM
146
WealthBridge Capital Management
Ohio
$427K – – –
VWA
147
V Wealth Advisors
Kansas
$423K -$10.4K -100 -2%
MAFM
148
Mid Atlantic Financial Management
Pennsylvania
$418K -$3.43K -33 -0.8%
VFG
149
V2 Financial group
Illinois
$416K – – –
AWA
150
ARS Wealth Advisors
Florida
$416K – – –
4 5
6
7 8