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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

328 hedge funds and large institutions have $820M invested in iShares US Aerospace & Defense ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-19
Holders Change %
-5.48%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
77
Reduced
129
Closed
51
Calls
$57.4M
Puts
$8.39M
Net Calls
+$49M
Net Calls Change
-$11.5M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$61.4M
2
CS
Credit Suisse
Switzerland
$8.83M
3
AWM
AE Wealth Management
Kansas
$4.4M
4
LJAC
L.J. Altfest & Co
New York
$13.9M
5
CA
Cetera Advisors
Colorado
$4.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$141M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$322K
3
Citadel Advisors
Citadel Advisors
Florida
$2.63M
4
UBS Group
UBS Group
Switzerland
$25.7M
5
Twin Tree Management
Twin Tree Management
Texas
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
151
CRA Financial Services
New Jersey
$409K -$25.4K -244 -6%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$406K +$110K +1,060 +37%
TCM
153
Towercrest Capital Management
Pennsylvania
$402K – – –
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$397K +$13.4K +129 +3%
HH
155
Hilltop Holdings
Texas
$378K -$62.5K -600 -14%
PA
156
PFG Advisors
Arizona
$377K -$1.98K -19 -0.5%
WI
157
WBI Investments
New Jersey
$374K +$23.3K +224 +7%
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$373K +$27.2K +261 +8%
SAF
159
Smith Anglin Financial
Texas
$369K -$85.6K -823 -19%
OWA
160
Octavia Wealth Advisors
Ohio
$356K -$50.9K -490 -13%
SF
161
Symphony Financial
Texas
$352K +$16.4K +156 +5%
EWA
162
Exencial Wealth Advisors
Oklahoma
$349K +$8.34K +80 +2%
MA
163
Mutual Advisors
Nebraska
$346K -$80K -767 -19%
AWM
164
Avitas Wealth Management
California
$343K +$64.8K +622 +23%
KeyBank National Association
165
KeyBank National Association
Ohio
$337K -$16.2K -156 -5%
IAA
166
Independent Advisor Alliance
North Carolina
$335K +$335K +3,216 New
MIG
167
McGuire Investment Group
Rhode Island
$323K – – –
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$322K -$12.7M -121,628 -98%
MSAM
169
Moloney Securities Asset Management
Missouri
$322K – – –
US Bancorp
170
US Bancorp
Minnesota
$319K +$67.2K +645 +27%
NEPWA
171
New England Private Wealth Advisors
Massachusetts
$316K +$208 +2 +0.1%
CW
172
CreativeOne Wealth
Kansas
$312K -$286K -2,750 -48%
IA
173
IFP Advisors
Florida
$309K -$827 -8 -0.3%
SFG
174
StrategIQ Financial Group
Indiana
$309K – – –
CFGS
175
Concourse Financial Group Securities
Alabama
$306K -$196K -1,884 -39%
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7
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