iShares US Aerospace & Defense ETF
514 hedge funds and large institutions have $2.14B invested in iShares US Aerospace & Defense ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 193 increasing their positions, 91 reducing their positions, and 32 closing their positions.
319% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 32
224% more call options, than puts
Call options by funds: $45.8M | Put options by funds: $14.1M
160% more funds holding in top 10
Funds holding in top 10: 5 → 13 (+8)
112% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 91
47% more capital invested
Capital invested by funds: $1.46B → $2.14B (+$686M)
22% more funds holding
Funds holding: 422 → 514 (+92)
3.13% more ownership
Funds ownership: 43.08% → 46.21% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$47.8M |
| 2 |
D.E. Shaw & Co
New York
|
+$41.9M |
| 3 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$22.9M |
| 4 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
+$22.9M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$85.1M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$9.02M |
| 3 |
OC
One01 Capital
Burlingame,
California
|
-$8.7M |
| 4 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$2.69M |
| 5 |
Millennium Management
New York
|
-$2.54M |
ITA Hedge Fund Activity: Q4 2022 in Review
514 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2022, worth a combined $2.14B — up 47% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new ITA positions and 32 closed out — a net gain of 102 holders — while 193 added to existing stakes and 91 trimmed.
The largest buyer was Bank of America, adding an estimated $47.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $85.1M.
- 514 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2022, up from 422 in Q3 2022.
- Funds reported $2.14B of iShares US Aerospace & Defense ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 134 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2022 and 32 closed out, a net change of +102 holders.
- The largest iShares US Aerospace & Defense ETF buyer in Q4 2022 was Bank of America, an estimated $47.8M added.
- The largest iShares US Aerospace & Defense ETF seller in Q4 2022 was Migdal Insurance & Financial Holdings, an estimated $85.1M sold.
Based on aggregated 13F filings for Q4 2022.