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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
LC
326
Landaas & Company
Wisconsin
$578K +$110K +730 +22%
NWWA
327
New Wave Wealth Advisors
Arkansas
$577K +$599K +3,973 New
SG
328
StoneX Group
New York
$576K +$15.5K +103 +3%
WMP
329
Wealth Management Partners
Arizona
$572K -$4.52K -30 -0.8%
EA
330
Enclave Advisors
Texas
$571K -$268K -1,777 -31%
MC
331
Moors & Cabot
Massachusetts
$571K -$12.4K -82 -2%
SC
332
Solstein Capital
California
$563K +$8.29K +55 +1%
MAM
333
Milestone Asset Management
Pennsylvania
$563K -$168K -1,118 -22%
MHFA
334
Mission Hills Financial Advisory
California
$559K +$3.77K +25 +0.7%
BCI
335
Brinker Capital Investments
Pennsylvania
$557K +$120K +797 +26%
OPS
336
Orion Portfolio Solutions
Nebraska
$557K +$120K +797 +26%
RA
337
Rational Advisors
New York
$548K -$869K -5,765 -60%
AWA
338
Adapt Wealth Advisors
Georgia
$547K +$567K +3,762 New
WSFS
339
Wilmington Savings Fund Society
Delaware
$544K +$149K +989 +36%
AWA
340
Arete Wealth Advisors
Illinois
$540K +$24.6K +163 +5%
AP
341
Advisors Preferred
Maryland
$535K +$557K +3,695 New
PJSIMP
342
P.J. Schmidt Investment Management (PJS)
Wisconsin
$527K -$603 -4 -0.1%
AWM
343
Avior Wealth Management
Nebraska
$527K +$40.4K +268 +8%
GAA
344
Guardian Asset Advisors
Pennsylvania
$526K +$17.6K +117 +3%
HI
345
Hudock Inc
Pennsylvania
$525K +$17.5K +116 +3%
FFA
346
First Foundation Advisors
California
$512K
AIP
347
Almanack Investment Partners
Pennsylvania
$506K +$301 +2 +0.1%
VWA
348
Visionary Wealth Advisors
Illinois
$500K -$29.7K -197 -5%
FHC
349
First Heartland Consultants
Missouri
$497K
BMWM
350
Brown Miller Wealth Management
Virginia
$493K +$19.7K +131 +4%

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.