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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

328 hedge funds and large institutions have $820M invested in iShares US Aerospace & Defense ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-19
Holders Change %
-5.48%
% of All Funds
5.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
77
Reduced
129
Closed
51
Calls
$57.4M
Puts
$8.39M
Net Calls
+$49M
Net Calls Change
-$11.5M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$61.4M
2
CS
Credit Suisse
Switzerland
$8.83M
3
AWM
AE Wealth Management
Kansas
$4.4M
4
LJAC
L.J. Altfest & Co
New York
$13.9M
5
CA
Cetera Advisors
Colorado
$4.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$141M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$322K
3
Citadel Advisors
Citadel Advisors
Florida
$2.63M
4
UBS Group
UBS Group
Switzerland
$25.7M
5
Twin Tree Management
Twin Tree Management
Texas
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
201
TrueWealth Advisors
Alabama
$239K -$549K -5,309 -70%
WANY
202
Wealthspire Advisors (New York)
New York
$236K +$236K +2,268 New
FHA
203
Flagship Harbor Advisors
Massachusetts
$233K -$11.8K -113 -5%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$59.7K +573 +35%
PFT
205
Providence First Trust
Arizona
$229K +$229K +2,200 New
DAS
206
Dynamic Advisor Solutions
Arizona
$228K -$4.11M -39,493 -95%
TWM
207
Tradition Wealth Management
Minnesota
$228K -$46.5K -447 -17%
CBFP
208
Cedar Brook Financial Partners
Ohio
$221K – – –
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$216K -$17.2K -162 -7%
WA
210
Wealth Alliance
New York
$216K +$216K +2,078 New
OIA
211
Optimum Investment Advisors
Illinois
$213K – – –
PFS
212
Prospera Financial Services
Texas
$211K -$64.3K -617 -23%
IFO
213
Independent Family Office
New York
$209K +$209K +2,000 New
ACM
214
Alpha Capital Management
Texas
$208K -$32K -308 -13%
1IA
215
1834 Investment Advisors
Wisconsin
$208K -$8.85K -85 -4%
BPC
216
Banque Pictet & Cie
Switzerland
$208K +$208K +2,000 New
BTWM
217
Baker Tilly Wealth Management
Wisconsin
$208K +$208K +2,000 New
SFS
218
Sowell Financial Services
Arkansas
$207K -$10.4K -98 -5%
COF
219
Capital One Financial
Virginia
$206K -$244K -2,350 -54%
IWM
220
IHT Wealth Management
Illinois
$204K -$16.6K -160 -8%
MIM
221
Moseley Investment Management
Florida
$203K +$203K +1,950 New
AFP
222
Ausdal Financial Partners
Iowa
$201K +$201K +1,930 New
FFA
223
Founders Financial Alliance
North Carolina
$198K -$9.35K -91 -5%
Bank Julius Baer & Co
224
Bank Julius Baer & Co
Switzerland
$195K +$104 +1 +0.1%
CA
225
Centerpoint Advisors
Massachusetts
$194K +$26K +250 +16%
7 8
9
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