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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

320 hedge funds and large institutions have $753M invested in iShares US Aerospace & Defense ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
75
Reduced
114
Closed
34
Calls
$7.66M
Puts
$3.05M
Net Calls
+$4.62M
Net Calls Change
-$36.9M

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$15.8M
2
TRCT
Tower Research Capital (TRC)
New York
$4.76M
3
Bank of America
Bank of America
North Carolina
$127M
4
FTUS
Flow Traders U.S.
New York
$3.83M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$3.56M

Top Sellers

1
MIH
Meitav Investment House
Israel
$4.75M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
CS
Credit Suisse
Switzerland
$266K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
Wells Fargo
Wells Fargo
California
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$257K -$369K -3,547 -59%
GC
202
Grimes & Company
Massachusetts
$257K – – –
9WM
203
9258 Wealth Management
Ohio
$255K -$8.14K -78 -3%
FHA
204
Flagship Harbor Advisors
Massachusetts
$250K – – –
CIA
205
Capital Investment Advisors
Georgia
$248K – – –
TC
206
Trilogy Capital
California
$243K -$68.3K -655 -22%
AF
207
Advisornet Financial
Minnesota
$243K +$236K +2,259 +3,227%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$209 +2 +0.1%
APWA
209
Atlas Private Wealth Advisors
New Jersey
$241K +$9.58K +92 +4%
WANY
210
Wealthspire Advisors (New York)
New York
$237K -$13.1K -126 -5%
TA
211
Tiedemann Advisors
New York
$236K – – –
PFT
212
Providence First Trust
Arizona
$229K – – –
TWM
213
Tradition Wealth Management
Minnesota
$229K – – –
TA
214
TrueWealth Advisors
Alabama
$224K -$2.29K -22 -1%
CBFP
215
Cedar Brook Financial Partners
Ohio
$222K – – –
WA
216
Wealth Alliance
New York
$217K – – –
PFS
217
Prospera Financial Services
Texas
$214K -$73.4K -703 -26%
IWM
218
IHT Wealth Management
Illinois
$212K -$1.57K -15 -0.7%
MFW
219
Meristem Family Wealth
Minnesota
$210K – – –
BPC
220
Banque Pictet & Cie
Switzerland
$208K – – –
IFO
221
Independent Family Office
New York
$208K – – –
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$208K – – –
ASN
223
Advisory Services Network
Georgia
$207K -$175K -1,677 -46%
AFP
224
Ausdal Financial Partners
Iowa
$201K – – –
Barclays
225
Barclays
United Kingdom
$196K -$72.1K -690 -27%
7 8
9
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