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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

688 hedge funds and large institutions have $3.03B invested in iShares US Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 239 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.16%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
121
Increased
239
Reduced
185
Closed
63
Calls
$101M
Puts
$62.8M
Net Calls
+$38.1M
Net Calls Change
+$19.5M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$39M
2
LPL Financial
2
LPL Financial
California
$162M
3
Wells Fargo
3
Wells Fargo
California
$120M
4
Bank of America
4
Bank of America
North Carolina
$595M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.5M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.15M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M
3
MSCM
3
McElhenny Sheffield Capital Management
Texas
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
151
Bryn Mawr Capital Management
Pennsylvania
$1.88M -$34.4K -237 -2%
JWM
152
Jupiter Wealth Management
Colorado
$1.87M – – –
Fisher Asset Management
153
Fisher Asset Management
Washington
$1.87M -$237K -1,633 -11%
BCA
154
Bay Colony Advisors
Massachusetts
$1.85M +$297K +2,044 +19%
SHFA
155
SS&H Financial Advisors
Michigan
$1.84M – – –
WT
156
Whittier Trust
California
$1.84M -$1.45K -10 -0.1%
FLI
157
Family Legacy Inc
South Carolina
$1.83M +$876 +6 +0%
JCFM
158
JBR Co Financial Management
Oklahoma
$1.83M -$9.45K -65 -0.5%
CIA
159
Concurrent Investment Advisors
Florida
$1.82M +$419K +2,882 +30%
AWM
160
Apollon Wealth Management
South Carolina
$1.81M +$723K +4,975 +66%
DADC
161
D.A. Davidson & Co
Montana
$1.77M -$106K -728 -6%
WCM
162
Winthrop Capital Management
Indiana
$1.77M +$1.77M +12,131 New
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$1.77M +$152K +1,045 +9%
US Bancorp
164
US Bancorp
Minnesota
$1.73M +$290K +1,992 +20%
LPAM
165
Lodestar Private Asset Management
California
$1.73M -$23.1K -159 -1%
MSWA
166
Marshall & Sterling Wealth Advisors
New York
$1.71M +$1.71M +11,775 New
Vontobel Holding
167
Vontobel Holding
Switzerland
$1.66M -$29.5K -203 -2%
BAM
168
Belpointe Asset Management
Nevada
$1.66M +$38K +257 +2%
PWA
169
Prairie Wealth Advisors
Nebraska
$1.61M +$8K +55 +0.5%
HOWA
170
Heritage Oak Wealth Advisors
Florida
$1.6M +$1.6M +11,015 New
IWA
171
IBEX Wealth Advisors
New Jersey
$1.59M +$1.59M +10,965 New
DBIA
172
Dumont & Blake Investment Advisors
New Jersey
$1.59M -$13.7K -94 -0.9%
GFPC
173
Global Financial Private Client
Florida
$1.52M +$8.72K +60 +0.6%
SSWM
174
Sheets Smith Wealth Management
North Carolina
$1.48M +$72.7K +500 +5%
IFPG
175
Intrepid Financial Planning Group
Indiana
$1.48M -$49.3K -339 -3%
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