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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

553 hedge funds and large institutions have $3.04B invested in iShares US Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.72%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
66
Increased
193
Reduced
178
Closed
51
Calls
$122M
Puts
$74.7M
Net Calls
+$47.2M
Net Calls Change
-$5.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$131M
2
LPL Financial
2
LPL Financial
California
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$55.4M
4
DI
4
DFPG Investments
Utah
$8.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$50.5M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$27K
2
Bank of America
2
Bank of America
North Carolina
$925M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.6M
4
SPW
4
Surience Private Wealth
Washington
$0
5
MSCM
5
McElhenny Sheffield Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
126
Ellis Investment Partners
Pennsylvania
$1.84M +$14.2K +122 +0.8%
ASN
127
Advisory Services Network
Georgia
$1.83M +$103K +883 +6%
PWP
128
Principle Wealth Partners
Connecticut
$1.83M +$23.5K +201 +1%
KF
129
Krilogy Financial
Missouri
$1.82M +$1.82M +15,576 New
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$1.8M -$1.55M -16,038 -46%
AIP
131
ARS Investment Partners
New York
$1.76M -$719K -6,166 -29%
PF
132
Phoenix Financial
Israel
$1.76M +$1.16M +9,961 +194%
DC
133
Davenport & Co
Virginia
$1.74M +$1.24M +10,669 +251%
SPC
134
Sigma Planning Corp
Michigan
$1.74M -$296K -2,541 -15%
SWM
135
SeaCrest Wealth Management
New York
$1.73M -$619K -5,303 -26%
Millennium Management
136
Millennium Management
New York
$1.73M +$739K +6,336 +75%
MWA
137
MFA Wealth Advisors
Pennsylvania
$1.72M +$52.4K +449 +3%
IWC
138
Integrated Wealth Concepts
Massachusetts
$1.71M -$50.5K -433 -3%
IA
139
IFP Advisors
Florida
$1.66M -$140K -1,202 -8%
SWP
140
Stratos Wealth Partners
Ohio
$1.64M +$53.3K +457 +3%
UWM
141
USAdvisors Wealth Management
Minnesota
$1.64M -$1.09M -9,289 -40%
AWM
142
Axxcess Wealth Management
California
$1.64M +$640K +5,488 +64%
AIC
143
Ayalon Insurance Company
Israel
$1.63M – – –
Prudential Financial
144
Prudential Financial
New Jersey
$1.62M +$724K +6,203 +80%
Two Sigma Investments
145
Two Sigma Investments
New York
$1.62M +$1.62M +13,900 New
NFG
146
Nations Financial Group
Iowa
$1.61M +$795K +6,814 +98%
TFA
147
Teamwork Financial Advisors
Texas
$1.59M +$269K +2,308 +20%
Vontobel Holding
148
Vontobel Holding
Switzerland
$1.59M -$132K -1,128 -8%
DADC
149
D.A. Davidson & Co
Montana
$1.58M +$268K +2,297 +20%
LPAM
150
Lodestar Private Asset Management
California
$1.56M -$54.5K -467 -3%
4 5
6
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