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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$506M
2
Bank of America
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.5M
5
IFA
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.66M
3
FAIM
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
126
Gerber Kawasaki Wealth & Investment Management
California
$2.09M +$108K +851 +5%
MIM
127
Meixler Investment Management
Arizona
$2.05M +$115K +910 +6%
MWA
128
MFA Wealth Advisors
Pennsylvania
$2.01M +$72.7K +574 +4%
SAF
129
Smith Anglin Financial
Texas
$2M -$60.6K -479 -3%
William Blair & Company
130
William Blair & Company
Illinois
$1.98M -$4.01M -31,700 -67%
SFG
131
StrategIQ Financial Group
Indiana
$1.87M -$409K -3,234 -18%
BMCM
132
Bryn Mawr Capital Management
Pennsylvania
$1.86M +$1.77K +14 +0.1%
HI
133
Harbour Investments
Wisconsin
$1.86M +$427K +3,376 +30%
JCFM
134
JBR Co Financial Management
Oklahoma
$1.85M +$1.85M +14,601 New
UWM
135
USAdvisors Wealth Management
Minnesota
$1.85M +$36.2K +286 +2%
SWP
136
Stratos Wealth Partners
Ohio
$1.84M -$17.6K -139 -0.9%
AIC
137
Ayalon Insurance Company
Israel
$1.77M – – –
DADC
138
D.A. Davidson & Co
Montana
$1.76M +$174K +1,372 +11%
GFPC
139
Global Financial Private Client
Florida
$1.73M -$99.4K -785 -5%
GDP
140
Great Diamond Partners
Maine
$1.69M +$12.8K +101 +0.8%
PS
141
Principal Securities
Iowa
$1.68M +$1.68M +13,303 New
RFC
142
Regions Financial Corp
Alabama
$1.63M +$374K +2,956 +30%
LPAM
143
Lodestar Private Asset Management
California
$1.63M -$8.36K -66 -0.5%
Vontobel Holding
144
Vontobel Holding
Switzerland
$1.63M -$44.3K -350 -3%
AWM
145
Accel Wealth Management
Iowa
$1.61M +$242K +1,915 +18%
SHFA
146
SS&H Financial Advisors
Michigan
$1.61M +$1.61M +12,675 New
WCM
147
Winthrop Capital Management
Indiana
$1.6M +$1.6M +12,648 New
WT
148
Whittier Trust
California
$1.59M +$135K +1,065 +9%
SFS
149
Sowell Financial Services
Arkansas
$1.58M +$1.58M +12,498 New
KPWS
150
Kestra Private Wealth Services
Texas
$1.57M +$228K +1,804 +17%
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