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iShares US Aerospace & Defense ETF

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: 1721 (+4)

23% more call options, than puts

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

17% more funds holding

Funds holding: 751880 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$1.06M -$500K -2,540 -33%
CA
352
CoreCap Advisors
Michigan
$1.06M +$651K +3,304 +188%
KWM
353
Kingsview Wealth Management
Oregon
$1.05M +$54.6K +277 +6%
QFA
354
Quattro Financial Advisors
Texas
$1.05M
PWM
355
Purus Wealth Management
California
$1.04M -$197 -1 -0%
BFA
356
Brendel Financial Advisors
New Hampshire
$1.03M +$968K +4,913 New
BWMG
357
Barnes Wealth Management Group
California
$1.02M +$965K +4,897 New
IWA
358
IBEX Wealth Advisors
New Jersey
$1.02M +$1.58K +8 +0.2%
SIA
359
SeaBridge Investment Advisors
New Jersey
$1.01M -$318K -1,616 -25%
Northern Trust
360
Northern Trust
Illinois
$1.01M +$334K +1,696 +54%
NWWA
361
New Wave Wealth Advisors
Arkansas
$1M +$175K +891 +23%
HH
362
Hilltop Holdings
Texas
$999K +$60.5K +307 +7%
EG
363
Ellerson Group
Maryland
$996K -$6.89K -35 -0.7%
TWM
364
Tradition Wealth Management
Minnesota
$993K +$84.3K +428 +10%
SW
365
Simplicity Wealth
New Jersey
$988K +$930K +4,724 New
IAIM
366
International Assets Investment Management
Florida
$984K
AWE
367
Avidian Wealth Enterprises
Texas
$980K +$923K +4,685 New
WWA
368
Wisconsin Wealth Advisors
Wisconsin
$964K -$18.7K -95 -2%
LFAS
369
Level Four Advisory Services
Texas
$963K +$360K +1,827 +66%
EWM
370
EPG Wealth Management
Georgia
$961K -$150K -761 -14%
BAM
371
Belpointe Asset Management
Nevada
$954K -$45.3K -230 -5%
CG
372
Caprock Group
Idaho
$953K +$946K +4,804 New
FEM
373
Fulcrum Equity Management
Texas
$953K +$897K +4,553 New
COCM
374
Charter Oak Capital Management
New Hampshire
$952K +$4.53K +23 +0.5%
SJGA
375
Stephen J. Garry & Associates
New York
$944K +$604K +3,064 +212%

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.