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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 %
DWM
176
Darwin Wealth Management
Florida
$1.46M +$1.43M +9,865 +4,933%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.46M -$2.04M -14,068 -58%
LSAG
178
Lake Street Advisors Group
New Hampshire
$1.46M +$1.46M +10,043 New
WWM
179
Western Wealth Management
Colorado
$1.43M +$221K +1,518 +18%
DWM
180
Dorchester Wealth Management
Quebec, Canada
$1.43M +$79.9K +550 +6%
SCA
181
Snowden Capital Advisors
New York
$1.42M -$21.8K -150 -2%
SAM
182
Secure Asset Management
Michigan
$1.41M -$160K -1,099 -10%
KDA
183
Kraft Davis & Associates
Missouri
$1.38M -$114K -726 -8%
OL
184
Owen LaRue
Kentucky
$1.38M +$581 +4 +0%
P
185
&Partners
Tennessee
$1.36M +$875K +5,988 +181%
LBC
186
Leigh Baldwin & Co
New York
$1.32M +$1.32M +9,078 New
NFG
187
Nations Financial Group
Iowa
$1.31M +$58.6K +403 +5%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.31M +$126K +866 +11%
GIA
189
Gladstone Institutional Advisory
Florida
$1.3M +$545K +3,746 +72%
IAA
190
Independent Advisor Alliance
North Carolina
$1.29M +$1.29M +8,890 New
Corient Private Wealth
191
Corient Private Wealth
Florida
$1.29M -$491K -5,269 -28%
CA
192
Cornerstone Advisory
Maryland
$1.26M +$184K +1,200 +17%
IAS
193
Insigneo Advisory Services
Florida
$1.25M +$221K +1,521 +22%
SAF
194
Smith Anglin Financial
Texas
$1.23M -$199K -1,370 -14%
AWA
195
Artemis Wealth Advisors
New York
$1.22M +$3.78K +26 +0.3%
ACM
196
Absolute Capital Management
Pennsylvania
$1.21M +$169K +1,163 +16%
Brown Advisory
197
Brown Advisory
Maryland
$1.2M +$28.1K +193 +2%
NL
198
NVWM LLC
Pennsylvania
$1.2M -$58.9K -405 -5%
JWBC
199
J.W. Burns & Co
New York
$1.19M -$4.36K -30 -0.4%
CL
200
Choreo LLC
Illinois
$1.18M -$89.5K -615 -7%
6 7
8
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