iShares US Aerospace & Defense ETF
548 hedge funds and large institutions have $3.07B invested in iShares US Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 232 increasing their positions, 131 reducing their positions, and 43 closing their positions.
102% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 43
87% more call options, than puts
Call options by funds: $114M | Put options by funds: $61.2M
77% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 131
54% more funds holding in top 10
Funds holding in top 10: 13 → 20 (+7)
43% more capital invested
Capital invested by funds: $2.14B → $3.07B (+$929M)
6.99% more ownership
Funds ownership: 46.21% → 53.2% (+7%)
7% more funds holding
Funds holding: 514 → 548 (+34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$468M |
| 2 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$145M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$68.8M |
| 4 |
Goldman Sachs
New York
|
+$31.2M |
| 5 |
Morgan Stanley
New York
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$44.3M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$25.1M |
| 3 |
Twin Tree Management
Dallas,
Texas
|
-$21M |
| 4 |
JP Morgan Chase
New York
|
-$18.8M |
| 5 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$14.1M |
ITA Hedge Fund Activity: Q1 2023 in Review
548 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2023, worth a combined $3.07B — up 43% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new ITA positions and 43 closed out — a net gain of 44 holders — while 232 added to existing stakes and 131 trimmed.
The largest buyer was Bank of America, adding an estimated $468M. The largest seller was D.E. Shaw & Co, cutting an estimated $44.3M.
- 548 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2023, up from 514 in Q4 2022.
- Funds reported $3.07B of iShares US Aerospace & Defense ETF stock for Q1 2023, up 43% quarter-over-quarter.
- 87 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2023 and 43 closed out, a net change of +44 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q1 2023 was Bank of America, an estimated $468M added.
- The largest iShares US Aerospace & Defense ETF seller in Q1 2023 was D.E. Shaw & Co, an estimated $44.3M sold.
Based on aggregated 13F filings for Q1 2023.