iShares US Aerospace & Defense ETF
422 hedge funds and large institutions have $1.46B invested in iShares US Aerospace & Defense ETF in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 46 closing their positions.
161% more call options, than puts
Call options by funds: $26.7M | Put options by funds: $10.2M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 46
0% less funds holding
Funds holding: 424 → 422 (-2)
1% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 130
1.54% less ownership
Funds ownership: 44.62% → 43.08% (-1.5%)
12% less capital invested
Capital invested by funds: $1.65B → $1.46B (-$190M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20.4M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$12.1M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$9.99M |
| 4 |
OC
One01 Capital
Burlingame,
California
|
+$9.64M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$56.6M |
| 2 |
JP Morgan Chase
New York
|
-$33.1M |
| 3 |
Morgan Stanley
New York
|
-$25.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.6M |
| 5 |
T2I
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
-$11.3M |
ITA Hedge Fund Activity: Q3 2022 in Review
422 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q3 2022, worth a combined $1.46B — down 12% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ITA positions and 46 closed out — a net gain of 4 holders — while 129 added to existing stakes and 130 trimmed.
The largest buyer was Bank of America, adding an estimated $20.4M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $56.6M.
- 422 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q3 2022, down from 424 in Q2 2022.
- Funds reported $1.46B of iShares US Aerospace & Defense ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 50 funds opened new iShares US Aerospace & Defense ETF positions in Q3 2022 and 46 closed out, a net change of +4 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q3 2022 was Bank of America, an estimated $20.4M added.
- The largest iShares US Aerospace & Defense ETF seller in Q3 2022 was Migdal Insurance & Financial Holdings, an estimated $56.6M sold.
Based on aggregated 13F filings for Q3 2022.