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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

612 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 65 closing their positions.

Holders
612
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
8.87%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
62
Increased
191
Reduced
212
Closed
65
Calls
$87.6M
Puts
$35.8M
Net Calls
+$51.8M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.2B
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$19.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$27.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$9.37M
5
CCA
5
Cadent Capital Advisors
Oklahoma
$12.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$260M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$13.3M
5
Citigroup
5
Citigroup
New York
$9.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.2B 9,116,101 +461,085 +5%
Morgan Stanley
2
Morgan Stanley
New York
$260M 1,971,776 -2,028,806 -51%
LPL Financial
3
LPL Financial
California
$115M 874,249 -44,668 -5%
Ameriprise
4
Ameriprise
Minnesota
$97.9M 741,624 -51,060 -6%
Wells Fargo
5
Wells Fargo
California
$93.6M 709,646 -7,581 -1%
UBS Group
6
UBS Group
Switzerland
$76.2M 577,794 -20,172 -3%
RBA
7
Richard Bernstein Advisors
New York
$70.1M 531,329 -27,573 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$66.8M 506,609 +6,416 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$44M 333,529 -44,362 -12%
Stifel Financial
10
Stifel Financial
Missouri
$38.8M 294,422 +9,308 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$36.3M 275,077 -203,104 -42%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$35.5M 269,389 +5,273 +2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$31.7M 240,636 -762,407 -76%
RJA
14
Raymond James & Associates
Florida
$28.9M 219,129 +31,825 +17%
MML Investors Services
15
MML Investors Services
Massachusetts
$28.4M 215,050 -48,305 -18%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$27.1M 205,647 +142,141 +224%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$23.5M 177,921 +50,923 +40%
Truist Financial
18
Truist Financial
North Carolina
$22.6M 171,446 +16,629 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
$21.9M 165,833 -11,366 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$21.4M 161,900 -14,841 -8%
MSCM
21
McElhenny Sheffield Capital Management
Texas
$19.2M 145,683 +145,683 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.2M 137,777 -7,595 -5%
SFI
23
SPC Financial Inc
Maryland
$18.1M 137,080 +1,262 +0.9%
Goldman Sachs
24
Goldman Sachs
New York
$18M 136,385 +4,206 +3%
JCM
25
Janney Capital Management
Pennsylvania
$16.6M 126,165 -4,132 -3%
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