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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

346 hedge funds and large institutions have $778M invested in iShares US Aerospace & Defense ETF in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 82 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+26
Holders Change %
+8.13%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
67
Increased
82
Reduced
122
Closed
37
Calls
$5.3M
Puts
$3.1M
Net Calls
+$2.21M
Net Calls Change
-$2.41M

Top Buyers

1
MFS
Mirabella Financial Services
United Kingdom
$18.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.3M
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
UBS Group
UBS Group
Switzerland
$28.7M
5
LJAC
L.J. Altfest & Co
New York
$10.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.1M
2
Bank of America
Bank of America
North Carolina
$120M
3
LPL Financial
LPL Financial
California
$52.1M
4
FTUS
Flow Traders U.S.
New York
$700K
5
NL
NWAM LLC
Washington
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$614K +$614K +5,964 New
CB
127
Commerce Bank
Missouri
$606K -$144K -1,400 -19%
Two Sigma Investments
128
Two Sigma Investments
New York
$576K +$576K +5,600 New
WS
129
Wedbush Securities
California
$553K -$58.7K -571 -10%
VA
130
Valmark Advisers
Ohio
$553K +$11.6K +113 +2%
EWA
131
Exencial Wealth Advisors
Oklahoma
$541K +$541K +5,259 New
HWA
132
HCR Wealth Advisors
California
$536K -$7.7K -75 -1%
CG
133
Caprock Group
Idaho
$528K -$704K -6,848 -57%
PAS
134
Park Avenue Securities
New York
$526K +$31.7K +309 +6%
SWM
135
SeaCrest Wealth Management
New York
$514K +$205 +2 +0%
VC
136
Vicus Capital
Pennsylvania
$503K -$47K -457 -9%
BSW
137
Buckingham Strategic Wealth
Missouri
$502K +$1.64K +16 +0.3%
IAN
138
Integrated Advisors Network
Texas
$501K -$11.1K -108 -2%
CAG
139
Csenge Advisory Group
Florida
$499K +$499K +4,536 New
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$492K -$112K -1,087 -19%
ACG
141
Allen Capital Group
Nebraska
$490K – – –
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$488K +$109K +1,150 +29%
HWM
143
Howard Wealth Management
Connecticut
$487K -$27.6K -269 -5%
IWC
144
Integrated Wealth Concepts
Massachusetts
$487K -$16.7K -162 -3%
GSWM
145
Golden State Wealth Management
California
$486K -$16.5K -160 -3%
TFA
146
Teamwork Financial Advisors
Texas
$474K +$43.4K +422 +10%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$472K -$31.3K -301 -6%
SWM
148
Spire Wealth Management
Virginia
$463K +$6.48K +63 +1%
IWN
149
Independent Wealth Network
Iowa
$458K – – –
BMCM
150
Burns Matteson Capital Management
New York
$457K -$28.8K -280 -6%
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6
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