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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 %
CAMG
151
CWA Asset Management Group
Florida
$1.57M +$1.57M +12,375 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$1.55M -$1.37M -10,775 -47%
FLI
153
Family Legacy Inc
South Carolina
$1.53M +$33.4K +264 +2%
IP
154
Ignite Planners
California
$1.53M -$1.33M -10,606 -47%
KP
155
Keel Point
Alabama
$1.5M +$763K +6,026 +104%
CFGS
156
Concourse Financial Group Securities
Alabama
$1.5M +$486K +3,842 +48%
NL
157
NVWM LLC
Pennsylvania
$1.5M +$28.2K +223 +2%
PA
158
Parallel Advisors
California
$1.5M -$3.8K -30 -0.3%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$1.49M +$139K +1,096 +10%
VCM
160
Virtue Capital Management
Tennessee
$1.48M +$1.11M +8,986 +302%
US Bancorp
161
US Bancorp
Minnesota
$1.47M -$173K -1,363 -10%
AWM
162
AE Wealth Management
Kansas
$1.47M -$956K -7,833 -39%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$1.45M +$256K +2,020 +21%
SI
164
Stephens Inc
Arkansas
$1.43M +$417K +3,293 +41%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$1.41M +$342K +2,705 +32%
DBIA
166
Dumont & Blake Investment Advisors
New Jersey
$1.4M -$22.3K -176 -2%
GRP
167
Global Retirement Partners
California
$1.4M +$1.1M +9,214 +366%
SAM
168
Secure Asset Management
Michigan
$1.4M -$27.1K -214 -2%
VLC
169
Van Leeuwen & Company
New Jersey
$1.4M +$1.4M +11,032 New
DC
170
Davenport & Co
Virginia
$1.39M -$174K -1,376 -11%
JWM
171
Jupiter Wealth Management
Colorado
$1.35M – – –
IFPG
172
Intrepid Financial Planning Group
Indiana
$1.35M -$33.5K -265 -2%
Prudential Financial
173
Prudential Financial
New Jersey
$1.35M +$85.1K +672 +7%
CIA
174
Concurrent Investment Advisors
Florida
$1.34M +$1.34M +10,603 New
SWM
175
SeaCrest Wealth Management
New York
$1.34M -$71K -573 -5%
5 6
7
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