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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.2B
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
5
Citigroup
New York
$9.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Ameritas Advisory Services
Nebraska
$1.22M +$194K +1,466 +19%
CRWM
177
Castle Rock Wealth Management
California
$1.2M +$31.2K +240 +3%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$1.2M +$322K +2,437 +37%
RMAM
179
Raab & Moskowitz Asset Management
New Jersey
$1.19M +$30.9K +234 +3%
MIG
180
McGuire Investment Group
Rhode Island
$1.18M +$272K +2,063 +30%
US Bancorp
181
US Bancorp
Minnesota
$1.18M -$360K -2,726 -23%
FCA
182
FLC Capital Advisors
California
$1.17M – – –
BCA
183
Bay Colony Advisors
Massachusetts
$1.16M +$415K +3,147 +56%
HIC
184
Hartline Investment Corp
Illinois
$1.16M +$1.16M +8,777 New
SS
185
Sunbelt Securities
Texas
$1.15M -$660 -5 -0.1%
JWBC
186
J.W. Burns & Co
New York
$1.14M -$11.9K -90 -1%
KWM
187
Kingsview Wealth Management
Oregon
$1.14M -$78.2K -593 -6%
CAM
188
Cypress Asset Management
Texas
$1.13M +$10.5K +79 +0.9%
PA
189
PFG Advisors
Arizona
$1.11M +$10.8K +82 +1%
PMG
190
ProVise Management Group
Florida
$1.1M -$6.33K -48 -0.6%
AWA
191
Artemis Wealth Advisors
New York
$1.1M +$2.24K +17 +0.2%
FFN
192
Focus Financial Network
Minnesota
$1.09M +$17.3K +136 +2%
CA
193
Calton & Associates
Florida
$1.09M -$27.7K -210 -2%
TCA
194
Transcend Capital Advisors
New Jersey
$1.09M -$34.6K -262 -3%
PSF
195
Pacific Sun Financial
California
$1.08M -$6.6K -50 -0.6%
NFG
196
Nations Financial Group
Iowa
$1.08M +$264 +2 +0%
CW
197
Connectus Wealth
Ohio
$1.07M +$399K +3,022 +60%
SCM
198
Spreng Capital Management
Ohio
$1.06M -$23.7K -180 -2%
ACM
199
Absolute Capital Management
Pennsylvania
$1.06M -$19.8K -150 -2%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$1.05M -$916 -7 -0.1%
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