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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
SG
251
Somerset Group
Minnesota
$1.82M -$7.49K -38 -0.4%
MWM
252
Modern Wealth Management
Kansas
$1.82M +$1.35M +6,874 +377%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$1.82M +$1.71M +8,675 New
PI
254
PFG Investments
New York
$1.82M +$131K +666 +8%
BCM
255
Birmingham Capital Management
Alabama
$1.81M +$704K +3,575 +70%
PA
256
PFG Advisors
Arizona
$1.8M +$1.7M +8,608 New
LBC
257
Leigh Baldwin & Co
New York
$1.79M +$67.8K +344 +4%
DADC
258
D.A. Davidson & Co
Montana
$1.79M +$559K +2,840 +50%
BI
259
Beckerman Institutional
New Jersey
$1.78M +$115K +583 +7%
IAS
260
Insigneo Advisory Services
Florida
$1.76M +$78.8K +400 +5%
AWA
261
Artemis Wealth Advisors
New York
$1.76M +$6.11K +31 +0.4%
FMP
262
Financial Management Professionals
Texas
$1.75M -$160K -814 -9%
TVM
263
True Vision MN
Minnesota
$1.75M +$1.65M +8,356 New
OWCM
264
One Wealth Capital Management
Arizona
$1.74M +$1.64M +8,334 New
SFS
265
Sowell Financial Services
Arkansas
$1.74M +$20.5K +104 +1%
CAL
266
Capital Advisors Ltd
Ohio
$1.73M – – –
GCA
267
Genesee Capital Advisors
New York
$1.73M -$53.4K -271 -3%
EW
268
Evoke Wealth
California
$1.73M +$3.94K +20 +0.2%
MWM
269
Massachusetts Wealth Management
Massachusetts
$1.72M +$83.7K +425 +5%
CA
270
Cornerstone Advisory
Maryland
$1.72M – – –
CWM
271
Cornerstone Wealth Management
Missouri
$1.71M +$39.4K +200 +3%
TFGT
272
TS Financial Group (TSFG)
Illinois
$1.71M +$1.59M +8,080 +12,242%
CCC
273
Compass Capital Corp
Massachusetts
$1.7M +$1.3M +6,599 +436%
DC
274
Davenport & Co
Virginia
$1.68M +$234K +1,187 +17%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$1.68M +$304K +1,545 +24%
9 10
11
12 13

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.