ITA icon

iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

623 hedge funds and large institutions have $3.46B invested in iShares US Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 227 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+85
Holders Change %
+15.8%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
134
Increased
227
Reduced
172
Closed
43
Calls
$94.8M
Puts
$25.6M
Net Calls
+$69.1M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$506M
2
Bank of America
Bank of America
North Carolina
$1.1B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.5M
5
IFA
Interactive Financial Advisors
Illinois
$27.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.7M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.66M
3
FAIM
Financial Advocates Investment Management
Washington
$2.24M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
201
Spreng Capital Management
Ohio
$1.04M – – –
PSF
202
Pacific Sun Financial
California
$1.04M -$24.7K -195 -2%
ADBIC
203
A.D. Beadell Investment Counsel
Wisconsin
$1.04M -$4.43K -35 -0.4%
ACM
204
Absolute Capital Management
Pennsylvania
$1.04M -$61K -482 -6%
NFG
205
Nations Financial Group
Iowa
$1.03M -$729K -5,758 -41%
SPC
206
Sigma Planning Corp
Michigan
$1.02M -$916K -7,235 -47%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$1.02M -$127K -1,001 -11%
OL
208
Owen LaRue
Kentucky
$1.02M -$221K -1,748 -18%
EWM
209
Executive Wealth Management
Michigan
$989K +$283K +2,233 +40%
AAS
210
Ameritas Advisory Services
Nebraska
$975K -$184K -1,475 -16%
KCM
211
Knoll Capital Management
Florida
$968K +$968K +7,650 New
CA
212
Cornerstone Advisory
Maryland
$962K +$44.3K +350 +5%
EWM
213
EPG Wealth Management
Georgia
$956K +$146K +1,178 +18%
CG
214
Caprock Group
Idaho
$941K – – –
WWM
215
Western Wealth Management
Colorado
$918K +$63.1K +498 +7%
WQ
216
Wealth Quarterback
New Jersey
$917K +$917K +7,245 New
FCP
217
Fidelis Capital Partners
Florida
$910K +$13.9K +110 +2%
SG
218
Somerset Group
Minnesota
$900K +$28.4K +224 +3%
IAN
219
Integrated Advisors Network
Texas
$895K +$3.29K +26 +0.4%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$889K +$420K +3,319 +90%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$888K -$5.76M -45,472 -87%
GW
222
GW & Wade
Massachusetts
$874K -$35.1K -277 -4%
MIG
223
McGuire Investment Group
Rhode Island
$868K +$96.8K +765 +13%
MA
224
Mutual Advisors
Nebraska
$858K +$357K +2,821 +71%
LA
225
LexAurum Advisors
Kansas
$853K -$2.41K -19 -0.3%
7 8
9
10 11