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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

419 hedge funds and large institutions have $1.45B invested in iShares US Aerospace & Defense ETF in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 128 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
50
Increased
129
Reduced
128
Closed
46
Calls
$26.7M
Puts
$10.2M
Net Calls
+$16.5M
Net Calls Change
-$8.04M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$324M
2
FWCM
Ferguson Wellman Capital Management
Oregon
$10.9M
3
ECM
ExodusPoint Capital Management
New York
$9.02M
4
OC
One01 Capital
California
$8.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$72.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91M
3
Morgan Stanley
Morgan Stanley
New York
$142M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$13.1M
5
T2I
Turim 21 Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
201
Stephens Inc
Arkansas
$395K -$9.13K -100 -2%
IUHSA
202
Itau Unibanco Holding S.A.
Brazil
$391K -$191K -2,097 -33%
ACG
203
Allen Capital Group
Nebraska
$391K -$43K -472 -10%
TWM
204
Tradition Wealth Management
Minnesota
$384K -$52K -570 -12%
MCM
205
Magnolia Capital Management
New York
$383K – – –
SWM
206
Spire Wealth Management
Virginia
$380K -$67.1K -736 -15%
DI
207
DFPG Investments
Utah
$380K +$380K +3,725 New
PWM
208
Purus Wealth Management
California
$379K +$379K +4,159 New
PF
209
Phoenix Financial
Israel
$376K -$37.1K -406 -9%
BCM
210
Barometer Capital Management
Ontario, Canada
$374K -$45.6K -500 -11%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$366K +$97.1K +1,064 +36%
VFG
212
V2 Financial group
Illinois
$365K – – –
HH
213
Hilltop Holdings
Texas
$360K – – –
KC
214
Kingfisher Capital
North Carolina
$356K – – –
TCM
215
Towercrest Capital Management
Pennsylvania
$355K – – –
BFO
216
Biltmore Family Office
North Carolina
$355K +$118K +1,299 +50%
CFS
217
CRA Financial Services
New Jersey
$354K – – –
FIM
218
Freedom Investment Management
Connecticut
$352K -$156K -1,715 -31%
VA
219
Valmark Advisers
Ohio
$350K -$15.8K -173 -4%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$338K – – –
OBWG
221
Onyx Bridge Wealth Group
New York
$337K – – –
BWG
222
Beta Wealth Group
California
$334K -$15.5K -170 -4%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$331K -$49K -538 -13%
PPP
224
Private Portfolio Partners
New Jersey
$329K +$20.5K +225 +7%
OCM
225
One Capital Management
California
$321K -$8.64K -95 -3%
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