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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 %
PAS
151
Park Avenue Securities
New York
$1.53M -$21.1K -181 -1%
CW
152
Connectus Wealth
Ohio
$1.46M +$1.2M +10,303 +464%
GDP
153
Great Diamond Partners
Maine
$1.44M +$219K +1,873 +18%
OL
154
Owen LaRue
Kentucky
$1.44M +$1.44M +12,279 New
Lido Advisors
155
Lido Advisors
California
$1.42M -$41.9K -359 -3%
WS
156
Wedbush Securities
California
$1.41M +$43.7K +375 +3%
FLI
157
Family Legacy Inc
South Carolina
$1.41M +$25.7K +220 +2%
FIM
158
Freedom Investment Management
Connecticut
$1.39M +$40.1K +344 +3%
WT
159
Whittier Trust
California
$1.34M – – –
HI
160
Harbour Investments
Wisconsin
$1.34M -$265K -2,270 -16%
MOS
161
MGO One Seven
Ohio
$1.32M +$78K +669 +6%
PA
162
Parallel Advisors
California
$1.32M +$106K +905 +9%
SAM
163
Secure Asset Management
Michigan
$1.32M -$20.7K -177 -2%
DBIA
164
Dumont & Blake Investment Advisors
New Jersey
$1.32M -$1.63K -14 -0.1%
SS
165
Sunbelt Securities
Texas
$1.31M +$222K +1,901 +20%
NL
166
NVWM LLC
Pennsylvania
$1.3M -$700 -6 -0.1%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.28M +$36.1K +316 +3%
IFPG
168
Intrepid Financial Planning Group
Indiana
$1.28M -$1.17K -10 -0.1%
BFS
169
Bard Financial Services
Connecticut
$1.28M -$23.3K -200 -2%
AAS
170
Ameritas Advisory Services
Nebraska
$1.28M -$18.5K -159 -1%
CHC
171
City Holding Co
West Virginia
$1.27M -$21K -180 -2%
CC
172
Claybrook Capital
Massachusetts
$1.17M +$2.92K +25 +0.3%
RFC
173
Regions Financial Corp
Alabama
$1.16M – – –
ES
174
Eagle Strategies
New York
$1.15M -$9.33K -80 -0.8%
TCA
175
Transcend Capital Advisors
New Jersey
$1.14M -$5.95K -51 -0.5%
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7
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