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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.2B
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
5
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$2.12M +$1.05M +7,972 +99%
MWA
127
MFA Wealth Advisors
Pennsylvania
$2.11M +$22.2K +168 +1%
WA
128
Waverly Advisors
Alabama
$2.07M +$2.07M +15,699 New
William Blair & Company
129
William Blair & Company
Illinois
$2.06M -$1.45K -11 -0.1%
SAF
130
Smith Anglin Financial
Texas
$2.04M -$42.2K -320 -2%
AIC
131
Ayalon Insurance Company
Israel
$1.98M +$132K +1,003 +7%
FTUS
132
Flow Traders U.S.
New York
$1.96M -$315K -2,386 -14%
AWM
133
Accel Wealth Management
Iowa
$1.95M +$269K +2,039 +16%
BMCM
134
Bryn Mawr Capital Management
Pennsylvania
$1.93M -$2.98M -8,925 -61%
GDP
135
Great Diamond Partners
Maine
$1.91M +$147K +1,115 +8%
SWP
136
Stratos Wealth Partners
Ohio
$1.91M -$7.39K -56 -0.4%
RCM
137
Raleigh Capital Management
North Carolina
$1.9M +$1.9M +14,384 +89,900%
UWM
138
USAdvisors Wealth Management
Minnesota
$1.88M -$42.6K -323 -2%
SSWM
139
Sheets Smith Wealth Management
North Carolina
$1.86M +$1.86M +14,132 New
JCFM
140
JBR Co Financial Management
Oklahoma
$1.84M -$91.3K -692 -5%
CCP
141
Clarity Capital Partners
California
$1.8M +$608K +4,609 +51%
CF
142
Cantor Fitzgerald
New York
$1.78M +$1.78M +13,500 New
DC
143
Davenport & Co
Virginia
$1.73M +$272K +2,063 +19%
RFC
144
Regions Financial Corp
Alabama
$1.7M -$1.72K -13 -0.1%
Vontobel Holding
145
Vontobel Holding
Switzerland
$1.69M – – –
SHFA
146
SS&H Financial Advisors
Michigan
$1.67M – – –
WT
147
Whittier Trust
California
$1.66M – – –
PS
148
Principal Securities
Iowa
$1.64M -$115K -869 -7%
LPAM
149
Lodestar Private Asset Management
California
$1.64M -$62.5K -474 -4%
KDA
150
Kraft Davis & Associates
Missouri
$1.63M -$5.93M -44,118 -78%
4 5
6
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