iShares US Aerospace & Defense ETF
416 hedge funds and large institutions have $1.39B 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, 69 reducing their positions, and 39 closing their positions.
350% more funds holding in top 10
Funds holding in top 10: 2 → 9 (+7)
177% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 39
113% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 69
112% more call options, than puts
Call options by funds: $66.5M | Put options by funds: $31.4M
77% more capital invested
Capital invested by funds: $784M → $1.39B (+$605M)
19% more funds holding
Funds holding: 349 → 416 (+67)
6.72% more ownership
Funds ownership: 31.37% → 38.09% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$106M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$84.6M |
| 3 |
Morgan Stanley
New York
|
+$43.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$25.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Pursue Wealth Partners
Clayton,
California
|
-$7.23M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$7.19M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3M |
| 4 |
TAM
Tocqueville Asset Management
New York
|
-$2.51M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$2.04M |
ITA Hedge Fund Activity: Q1 2022 in Review
416 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2022, worth a combined $1.39B — up 77% from $784M a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new ITA positions and 39 closed out — a net gain of 69 holders — while 147 added to existing stakes and 69 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $106M. The largest seller was Pursue Wealth Partners, exiting entirely with an estimated $7.23M sold.
- 416 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2022, up from 349 in Q4 2021.
- Funds reported $1.39B of iShares US Aerospace & Defense ETF stock for Q1 2022, up 77% quarter-over-quarter.
- 108 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2022 and 39 closed out, a net change of +69 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q1 2022 was Migdal Insurance & Financial Holdings, an estimated $106M added.
- The largest iShares US Aerospace & Defense ETF seller in Q1 2022 was Pursue Wealth Partners, an estimated $7.23M sold.
Based on aggregated 13F filings for Q1 2022.