ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

647 hedge funds and large institutions have $2.78B invested in iShares US Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+33
Holders Change %
+5.37%
% of All Funds
9.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
91
Increased
209
Reduced
204
Closed
51
Calls
$44.7M
Puts
$26.1M
Net Calls
+$18.6M
Net Calls Change
+$20.8M

Top Buyers

1
MSCM
McElhenny Sheffield Capital Management
Texas
$16.5M
2
BEI
Benjamin Edwards Inc
Missouri
$14.8M
3
ACA
Aptus Capital Advisors
Alabama
$11M
4
LPL Financial
LPL Financial
California
$146M
5
FNC
First National Corp
Massachusetts
$9.88M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$601M
2
RBA
Richard Bernstein Advisors
New York
$8.35M
3
Millennium Management
Millennium Management
New York
$411K
4
HighTower Advisors
HighTower Advisors
Illinois
$10.5M
5
Goldman Sachs
Goldman Sachs
New York
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
151
SS&H Financial Advisors
Michigan
$1.9M – – –
JCFM
152
JBR Co Financial Management
Oklahoma
$1.89M -$10.5K -70 -0.6%
FLI
153
Family Legacy Inc
South Carolina
$1.88M +$16.9K +113 +0.9%
LJAC
154
L.J. Altfest & Co
New York
$1.84M +$1.84M +12,317 New
LPAM
155
Lodestar Private Asset Management
California
$1.8M -$23.8K -159 -1%
SFS
156
Sowell Financial Services
Arkansas
$1.78M +$1.78M +11,886 New
CIBC World Market
157
CIBC World Market
Ontario, Canada
$1.78M -$25.3K -169 -1%
Vontobel Holding
158
Vontobel Holding
Switzerland
$1.74M -$140K -937 -7%
OIA
159
OneDigital Investment Advisors
Kansas
$1.73M +$822K +5,492 +91%
PA
160
Parallel Advisors
California
$1.66M +$228K +1,525 +16%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$1.66M +$103K +685 +7%
PWA
162
Prairie Wealth Advisors
Nebraska
$1.65M +$50K +334 +3%
DBIA
163
Dumont & Blake Investment Advisors
New Jersey
$1.65M -$1.67M -11,153 -50%
BAM
164
Belpointe Asset Management
Nevada
$1.64M +$1.04M +6,979 +175%
SAM
165
Secure Asset Management
Michigan
$1.61M -$18.7K -125 -1%
BCA
166
Bay Colony Advisors
Massachusetts
$1.6M +$201K +1,346 +14%
IP
167
Ignite Planners
California
$1.58M -$52.1K -348 -3%
IFPG
168
Intrepid Financial Planning Group
Indiana
$1.57M -$25.4K -170 -2%
GFPC
169
Global Financial Private Client
Florida
$1.56M -$5.24K -35 -0.3%
Wealthfront Advisers
170
Wealthfront Advisers
California
$1.54M +$104K +694 +7%
WQ
171
Wealth Quarterback
New Jersey
$1.52M -$2.03M -13,581 -57%
CRWM
172
Castle Rock Wealth Management
California
$1.52M +$55.3K +364 +4%
US Bancorp
173
US Bancorp
Minnesota
$1.49M +$174K +1,160 +13%
SCA
174
Snowden Capital Advisors
New York
$1.49M -$92K -615 -6%
SAF
175
Smith Anglin Financial
Texas
$1.47M +$81.3K +543 +6%
5 6
7
8 9