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iShares US Aerospace & Defense ETF

329 hedge funds and large institutions have $850M invested in iShares US Aerospace & Defense ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

686% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $6.05M

3% more capital invested

Capital invested by funds: $826M → $850M (+$24M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 29.14%28.66% (-0.48%)

1% less funds holding

Funds holding: 331329 (-2)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

22% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 116

Holders
329
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
90
Reduced
116
Closed
34
Calls
$47.6M
Puts
$6.05M
Net Calls
+$41.5M
Net Calls Change
-$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$135M +$1.65M +15,362 +1%
Bank of America
2
Bank of America
North Carolina
$129M -$18.9M -175,397 -13%
LPL Financial
3
LPL Financial
California
$62.3M -$1.63M -15,165 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37.5M +$24.3M +225,784 +194%
Wells Fargo
5
Wells Fargo
California
$35.2M -$5.12M -47,602 -13%
UBS Group
6
UBS Group
Switzerland
$27M +$21.5K +200 +0.1%
Ameriprise
7
Ameriprise
Minnesota
$23.2M +$1.05M +9,772 +5%
MIH
8
Meitav Investment House
Israel
$20.9M -$20.9M -193,990 -50%
Osaic Holdings
9
Osaic Holdings
Arizona
$20.6M +$388K +3,609 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.4M +$1.26M +11,716 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.5M +$170K +1,577 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$15M -$273K -2,537 -2%
LJAC
13
L.J. Altfest & Co
New York
$11.7M -$2.8M -26,029 -20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$10.9M +$1.05M +9,778 +11%
CCMG
15
Clark Capital Management Group
Pennsylvania
$8.65M +$8.5M +78,952 New
CS
16
Credit Suisse
Switzerland
$8.4M -$872K -8,099 -10%
RJA
17
Raymond James & Associates
Florida
$8.32M -$1.07M -9,921 -12%
MML Investors Services
18
MML Investors Services
Massachusetts
$8.06M +$1.33M +12,384 +20%
KAS
19
Kestra Advisory Services
Texas
$7.68M -$638K -5,924 -8%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$6.02M +$2.7M +25,070 +84%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$5.72M +$1.12M +10,446 +25%
Jane Street
22
Jane Street
New York
$5.64M +$5.54M +51,471 New
Truist Financial
23
Truist Financial
North Carolina
$5.46M -$237K -2,202 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$5.45M +$2.64M +24,498 +97%
Goldman Sachs
25
Goldman Sachs
New York
$5.39M +$3.82M +35,469 +257%

ITA Hedge Fund Activity: Q2 2021 in Review

329 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2021, worth a combined $850M — up 2.9% from $826M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ITA and 33 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 90 added.

The largest buyer was Envestnet Asset Management, adding an estimated $24.3M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $63.5M.

  • 329 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2021, down from 331 in Q1 2021.
  • Funds reported $850M of iShares US Aerospace & Defense ETF stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 33 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2021 and 34 closed out, a net change of -1 holder.
  • The largest iShares US Aerospace & Defense ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $24.3M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $63.5M sold.

Based on aggregated 13F filings for Q2 2021.