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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

545 hedge funds and large institutions have $3.06B invested in iShares US Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 230 increasing their positions, 130 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+34
Holders Change %
+6.65%
% of All Funds
8.72%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
87
Increased
230
Reduced
130
Closed
43
Calls
$114M
Puts
$61.2M
Net Calls
+$53M
Net Calls Change
+$21.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$934M
2
MMH
Menora Mivtachim Holdings
Israel
$146M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$69.7M
4
Goldman Sachs
Goldman Sachs
New York
$45.9M
5
Morgan Stanley
Morgan Stanley
New York
$213M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$829K
2
DCM
Discovery Capital Management
Connecticut
$0
3
Twin Tree Management
Twin Tree Management
Texas
$2.41M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.7M
5
MFS
Mirabella Financial Services
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$2.01M +$596K +5,180 +42%
AWM
127
AE Wealth Management
Kansas
$1.99M +$1.44M +12,546 +263%
SWM
128
Spire Wealth Management
Virginia
$1.94M +$1.39M +12,063 +250%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$1.9M +$936K +8,131 +98%
PFA
130
Peak Financial Advisors
Colorado
$1.89M +$132K +1,146 +8%
SAF
131
Smith Anglin Financial
Texas
$1.89M +$248K +2,155 +15%
BCM
132
BCK Capital Management
Connecticut
$1.86M +$47.1K +409 +3%
EIP
133
Ellis Investment Partners
Pennsylvania
$1.8M +$23.7K +206 +1%
PWP
134
Principle Wealth Partners
Connecticut
$1.78M +$92.3K +802 +5%
Jane Street
135
Jane Street
New York
$1.76M -$1.56M -13,579 -47%
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$1.74M +$21.9K +190 +1%
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.73M +$226K +1,964 +15%
ASN
138
Advisory Services Network
Georgia
$1.7M +$74K +643 +5%
Vontobel Holding
139
Vontobel Holding
Switzerland
$1.69M – – –
MWA
140
MFA Wealth Advisors
Pennsylvania
$1.65M +$36.9K +321 +2%
AIC
141
Ayalon Insurance Company
Israel
$1.61M – – –
LPAM
142
Lodestar Private Asset Management
California
$1.59M -$6.68K -58 -0.4%
HI
143
Harbour Investments
Wisconsin
$1.59M +$101K +875 +7%
SWP
144
Stratos Wealth Partners
Ohio
$1.56M +$170K +1,473 +12%
PAS
145
Park Avenue Securities
New York
$1.53M +$260K +2,262 +21%
LCGC
146
Legacy Capital Group California
California
$1.51M +$1.51M +13,124 New
AWM
147
Apollon Wealth Management
South Carolina
$1.51M +$93.2K +810 +7%
DAS
148
Dynamic Advisor Solutions
Arizona
$1.47M +$1.47M +12,771 New
PFS
149
Prospera Financial Services
Texas
$1.46M +$1.46M +12,677 New
Lido Advisors
150
Lido Advisors
California
$1.44M -$374K -3,254 -21%
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