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iShares US Aerospace & Defense ETF

696 hedge funds and large institutions have $3.05B invested in iShares US Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 241 increasing their positions, 186 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 63

61% more call options, than puts

Call options by funds: $101M | Put options by funds: $62.8M

30% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 186

9% more capital invested

Capital invested by funds: $2.79B → $3.05B (+$259M)

7% more funds holding

Funds holding: 650696 (+46)

0.18% less ownership

Funds ownership: 45.16%44.98% (-0.18%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
696
Holders Change
+46
Holders Change %
+7.08%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
125
Increased
241
Reduced
186
Closed
63
Calls
$101M
Puts
$62.8M
Net Calls
+$38.1M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
Realta Investment Advisors
Delaware
$774K -$82.7K -549 -9%
WWA
277
Wisconsin Wealth Advisors
Wisconsin
$765K +$793K +5,264 New
HH
278
Hilltop Holdings
Texas
$751K +$57.3K +380 +8%
OIA
279
OneDigital Investment Advisors
Kansas
$741K -$973K -6,459 -56%
JPLA
280
Joseph P. Lucia & Associates
New York
$737K +$39.9K +265 +6%
KF
281
KKM Financial
Illinois
$736K -$6.93K -46 -0.9%
EIP
282
Ellis Investment Partners
Pennsylvania
$730K -$4.37K -29 -0.6%
PWM
283
Purus Wealth Management
California
$719K +$452 +3 +0.1%
CB
284
Commerce Bank
Missouri
$709K -$22K -146 -3%
RCM
285
RMR Capital Management
California
$705K +$603 +4 +0.1%
EWA
286
Exencial Wealth Advisors
Oklahoma
$699K +$6.03K +40 +0.8%
SA
287
Sovran Advisors
California
$692K +$704K +4,672 New
OBWG
288
Onyx Bridge Wealth Group
New York
$681K +$223K +1,480 +46%
PHS
289
Pekin Hardy Strauss
Illinois
$674K +$70.1K +465 +11%
FNBT
290
FineMark National Bank & Trust
Florida
$672K +$696K +4,621 New
RMC
291
Ring Mountain Capital
California
$667K +$691K +4,588 New
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$665K -$4.22K -28 -0.6%
FHA
293
Flagship Harbor Advisors
Massachusetts
$664K +$39.3K +261 +6%
PIMG
294
Patriot Investment Management Group
Tennessee
$660K -$108K -718 -14%
SWA
295
SFMG Wealth Advisors
Texas
$656K +$72.2K +479 +12%
IA
296
IFP Advisors
Florida
$648K +$230K +1,529 +52%
WCM
297
WealthBridge Capital Management
Ohio
$644K +$30.1K +200 +5%
FCM
298
Firestone Capital Management
Florida
$643K
SEIA
299
Signature Estate & Investment Advisors
California
$640K +$904 +6 +0.1%
IAN
300
Integrated Advisors Network
Texas
$639K -$126K -835 -16%

ITA Hedge Fund Activity: Q4 2024 in Review

696 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2024, worth a combined $3.05B — up 9.3% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ITA positions and 63 closed out — a net gain of 62 holders — while 241 added to existing stakes and 186 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $40.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $21.4M.

  • 696 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2024, up from 650 in Q3 2024.
  • Funds reported $3.05B of iShares US Aerospace & Defense ETF stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 125 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2024 and 63 closed out, a net change of +62 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $40.4M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2024.