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iShares US Aerospace & Defense ETF
ITA

880 hedge funds and large institutions have $6.91B invested in iShares US Aerospace & Defense ETF in 2025 Q3 according to their latest regulatory filings, with 181 funds opening new positions, 355 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 40

92% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 185

86% more capital invested

Capital invested by funds: $3.72B → $6.91B (+$3.19B)

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

23% more call options, than puts

Call options by funds: $135M | Put options by funds: $110M

17% more funds holding

Funds holding: 751 → 880 (+129)

15.27% more ownership

Funds ownership: 44.93% → 60.2% (+15%)

Holders
880
Holders Change
+129
Holders Change %
+17.18%
% of All Funds
11.55%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
181
Increased
355
Reduced
185
Closed
40
Calls
$135M
Puts
$110M
Net Calls
+$25.2M
Net Calls Change
-$92.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$888M
2
LPL Financial
LPL Financial
California
+$263M
3
Morgan Stanley
Morgan Stanley
New York
+$194M
4
PAS
Park Avenue Securities
New York
+$91M
5
BlackRock
BlackRock
New York
+$89.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$47.9M
2
Barclays
Barclays
United Kingdom
-$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$14M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$11.7M
5
KC
Kadensa Capital
Hong Kong
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
226
CIBC World Market
Ontario, Canada
$2.06M -$52.2K -265 -3%
LPAM
227
Lodestar Private Asset Management
California
$2.06M -$47.9K -243 -2%
FHA
228
Flagship Harbor Advisors
Massachusetts
$2.05M +$938K +4,761 +94%
CAM
229
Cobblestone Asset Management
Virginia
$2.04M +$1.92M +9,755 New
IFPG
230
Intrepid Financial Planning Group
Indiana
$2.04M -$13.8K -70 -0.7%
AWM
231
AE Wealth Management
Kansas
$2.03M +$611K +3,100 +47%
SHFA
232
SS&H Financial Advisors
Michigan
$2.02M – – –
BRWA
233
B. Riley Wealth Advisors
Florida
$2.02M +$919K +4,665 +94%
USCWA
234
U.S. Capital Wealth Advisors
Texas
$2.01M +$1.5M +7,597 +378%
KDA
235
Kraft Davis & Associates
Missouri
$1.99M +$30.9K +157 +2%
GAM
236
Gotham Asset Management
New York
$1.99M – – –
GIA
237
Gladstone Institutional Advisory
Florida
$1.98M +$79.8K +405 +4%
FFN
238
Focus Financial Network
Minnesota
$1.98M +$170K +865 +10%
AF
239
Allworth Financial
California
$1.96M -$49.6K -252 -3%
MC
240
Moors & Cabot
Massachusetts
$1.96M +$149K +755 +9%
KCM
241
KM Capital Management
Texas
$1.95M +$1.84M +9,331 New
CPCM
242
Cardinal Point Capital Management
Ontario, Canada
$1.92M – – –
SWM
243
SigFig Wealth Management
California
$1.91M +$1.83M +9,311 New
LJCM
244
Lee Johnson Capital Management
Texas
$1.9M +$10.2K +52 +0.6%
GAA
245
Global Assets Advisory
Florida
$1.89M +$186K +944 +12%
OL
246
Owen LaRue
Kentucky
$1.89M +$2.17K +11 +0.1%
Brown Advisory
247
Brown Advisory
Maryland
$1.88M +$35.5K +180 +2%
GS
248
GTS Securities
New York
$1.88M +$1.77M +8,994 New
BCA
249
Bay Colony Advisors
Massachusetts
$1.87M -$763K -3,876 -30%
PA
250
Parallel Advisors
California
$1.83M -$59.7K -303 -3%
8 9
10
11 12

ITA Hedge Fund Activity: Q3 2025 in Review

880 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q3 2025, worth a combined $6.91B — up 86% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ITA positions and 40 closed out — a net gain of 141 holders — while 355 added to existing stakes and 185 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $888M. The largest seller was Bank of America, cutting an estimated $47.9M.

  • 880 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q3 2025, up from 751 in Q2 2025.
  • Funds reported $6.91B of iShares US Aerospace & Defense ETF stock for Q3 2025, up 86% quarter-over-quarter.
  • 181 funds opened new iShares US Aerospace & Defense ETF positions in Q3 2025 and 40 closed out, a net change of +141 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $888M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q3 2025 was Bank of America, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2025.