ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

413 hedge funds and large institutions have $1.38B invested in iShares US Aerospace & Defense ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 147 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+67
Holders Change %
+19.36%
% of All Funds
6.54%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.14%
New
108
Increased
147
Reduced
67
Closed
39
Calls
$66.5M
Puts
$31.4M
Net Calls
+$35.1M
Net Calls Change
+$32.9M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$111M
2
Bank of America
2
Bank of America
North Carolina
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$185M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35M
5
Wells Fargo
5
Wells Fargo
California
$51.2M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$3.47M
2
PWP
2
Pursue Wealth Partners
California
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$1K
4
TAM
4
Tocqueville Asset Management
New York
$0
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
201
Alpha Cubed Investments
California
$456K +$456K +4,112 New
Cerity Partners
202
Cerity Partners
New York
$456K +$456K +4,118 New
MW
203
MBL Wealth
North Carolina
$450K +$450K +4,063 New
BWG
204
Beta Wealth Group
California
$447K +$447K +4,039 New
VFG
205
V2 Financial group
Illinois
$443K – – –
HIA
206
Harbor Investment Advisory
Maryland
$439K +$439K +3,960 New
OCM
207
One Capital Management
California
$435K +$435K +3,927 New
CFS
208
CRA Financial Services
New Jersey
$430K – – –
FHC
209
First Heartland Consultants
Missouri
$428K -$128K -1,155 -23%
VPW
210
Vericrest Private Wealth
Pennsylvania
$428K – – –
TCM
211
Towercrest Capital Management
Pennsylvania
$428K – – –
CAM
212
Cresset Asset Management
Illinois
$426K +$426K +3,846 New
SG
213
StoneX Group
New York
$424K +$88.8K +802 +27%
Prudential Financial
214
Prudential Financial
New Jersey
$422K -$50.6K -457 -11%
KC
215
Kingfisher Capital
North Carolina
$421K +$421K +3,800 New
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$411K -$119K -1,075 -22%
MC
217
Moors & Cabot
Massachusetts
$400K +$59.8K +539 +18%
HSBC Holdings
218
HSBC Holdings
United Kingdom
$399K – – –
TW
219
TrinityPoint Wealth
Connecticut
$396K -$3.99K -36 -1%
MFG
220
Merit Financial Group
Georgia
$382K +$382K +3,449 New
SEIA
221
Signature Estate & Investment Advisors
California
$381K -$39.7K -358 -9%
OBWG
222
Onyx Bridge Wealth Group
New York
$378K +$2.32K +22 +0.6%
MIG
223
McGuire Investment Group
Rhode Island
$376K +$87K +784 +30%
BI
224
Bramshill Investments
Florida
$354K +$354K +3,198 New
MCM
225
Magnolia Capital Management
New York
$353K +$353K +3,185 New
7 8
9
10 11