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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 %
USCWA
176
U.S. Capital Wealth Advisors
Texas
$1.33M +$1.33M +10,498 New
FGA
177
Fortis Group Advisors
New Jersey
$1.31M – – –
Corient Private Wealth
178
Corient Private Wealth
Florida
$1.27M +$593K +4,681 +87%
SWM
179
Spire Wealth Management
Virginia
$1.27M +$119K +978 +10%
Brown Advisory
180
Brown Advisory
Maryland
$1.26M +$186K +1,473 +17%
Comerica Bank
181
Comerica Bank
Texas
$1.25M -$62.8K -496 -5%
RIA
182
Realta Investment Advisors
Delaware
$1.23M +$217K +1,713 +21%
CCA
183
Cottonwood Capital Advisors
Utah
$1.22M +$149K +1,179 +14%
KWM
184
Kingsview Wealth Management
Oregon
$1.16M +$820K +6,480 +238%
CCP
185
Clarity Capital Partners
California
$1.14M +$1.14M +9,004 New
FCA
186
FLC Capital Advisors
California
$1.12M – – –
CRWM
187
Castle Rock Wealth Management
California
$1.11M +$425K +3,439 +62%
RMAM
188
Raab & Moskowitz Asset Management
New Jersey
$1.11M +$398K +3,141 +56%
CL
189
Choreo LLC
Illinois
$1.11M +$354K +2,797 +47%
SS
190
Sunbelt Securities
Texas
$1.11M -$12.9K -102 -1%
JWBC
191
J.W. Burns & Co
New York
$1.1M -$22.7K -179 -2%
NVCHI
192
New Vernon Capital Holdings II
New Jersey
$1.09M – – –
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$1.09M -$4.19M -33,076 -79%
TCA
194
Transcend Capital Advisors
New Jersey
$1.08M -$106K -835 -9%
CA
195
Calton & Associates
Florida
$1.08M +$1.08M +8,496 New
FFN
196
Focus Financial Network
Minnesota
$1.07M +$89.1K +704 +9%
PMG
197
ProVise Management Group
Florida
$1.06M +$6.08K +48 +0.6%
CAM
198
Cypress Asset Management
Texas
$1.06M -$186K -1,466 -15%
PA
199
PFG Advisors
Arizona
$1.06M +$180K +1,421 +21%
AWA
200
Artemis Wealth Advisors
New York
$1.05M +$3.55K +28 +0.3%
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