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iShares US Aerospace & Defense ETF

538 hedge funds and large institutions have $2.5B invested in iShares US Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 178 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-15
Holders Change %
-2.71%
% of All Funds
8.58%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
56
Increased
160
Reduced
178
Closed
68
Calls
$77.8M
Puts
$45.5M
Net Calls
+$32.3M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SG
201
Somerset Group
Minnesota
$729K -$12.6K -119 -2%
GAA
202
Global Assets Advisory
Florida
$723K -$1.8K -17 -0.2%
LA
203
LexAurum Advisors
Kansas
$716K +$522K +4,924 +269%
WWM
204
Western Wealth Management
Colorado
$715K +$30.6K +289 +4%
GFG
205
Greystone Financial Group
Michigan
$708K +$9.22K +87 +1%
AWM
206
Axxcess Wealth Management
California
$703K -$782K -7,382 -53%
EWM
207
EPG Wealth Management
Georgia
$691K -$16.7K -158 -2%
FIM
208
Freedom Investment Management
Connecticut
$686K -$574K -5,415 -46%
AFA
209
Atlas Financial Advisors
California
$683K +$305K +2,878 +81%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$663K +$21.6K +204 +3%
PIMG
211
Patriot Investment Management Group
Tennessee
$659K -$42.4K -400 -6%
IWN
212
Independent Wealth Network
Iowa
$645K +$128K +1,208 +25%
MIG
213
McGuire Investment Group
Rhode Island
$645K -$6.99K -66 -1%
CAG
214
Csenge Advisory Group
Florida
$639K +$331K +3,122 +107%
CL
215
Choreo LLC
Illinois
$632K -$63.1K -594 -9%
ACG
216
Allen Capital Group
Nebraska
$631K
IA
217
IFG Advisory
Georgia
$626K +$626K +5,909 New
CFA
218
Cahill Financial Advisors
Minnesota
$622K +$136K +1,288 +28%
BEI
219
Benjamin Edwards Inc
Missouri
$622K -$8.06K -76 -1%
KP
220
Keel Point
Alabama
$616K +$41.8K +394 +7%
RFWA
221
RPg Family Wealth Advisory
Massachusetts
$609K +$37.2K +350 +6%
CS
222
Credit Suisse
Switzerland
$598K +$598K +5,642 New
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
$598K -$50.1K -473 -8%
PWM
224
Purus Wealth Management
California
$595K
CB
225
Commerce Bank
Missouri
$592K