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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
FLA
376
Financial Life Advisors
Texas
$930K +$876K +4,446 New
Qube Research & Technologies (QRT)
377
Qube Research & Technologies (QRT)
United Kingdom
$930K +$875K +4,442 New
PIMG
378
Patriot Investment Management Group
Tennessee
$929K
FCM
379
Firestone Capital Management
Florida
$926K
FC
380
Fusion Capital
South Carolina
$923K -$6.3K -32 -0.7%
MMPW
381
Mitchell McLeod Pugh & Williams
Alabama
$923K -$118K -598 -12%
Simplex Trading
382
Simplex Trading
Illinois
$918K -$1.01M -5,127 -54%
CIAS
383
Capital Investment Advisory Services
North Carolina
$918K +$283K +1,438 +49%
WCM
384
WealthBridge Capital Management
Ohio
$901K -$29.5K -150 -3%
CPG
385
Cornerstone Planning Group
New Jersey
$899K +$823K +4,177 New
PHS
386
Pekin Hardy Strauss
Illinois
$899K
OBWG
387
Onyx Bridge Wealth Group
New York
$898K -$10.2K -52 -1%
CW
388
CreativeOne Wealth
Kansas
$895K +$132K +668 +19%
WEG
389
World Equity Group
Illinois
$889K +$837K +4,250 New
CRI
390
Commonwealth Retirement Investments
Virginia
$882K +$831K +4,217 New
FFA
391
Florida Financial Advisors
Florida
$882K +$49.6K +252 +6%
SFA
392
Sequoia Financial Advisors
Ohio
$881K -$25.2K -128 -3%
AWM
393
Ameliora Wealth Management
Switzerland
$881K
AWM
394
Avior Wealth Management
Nebraska
$878K +$66.4K +337 +9%
SWM
395
Silverlake Wealth Management
Vermont
$875K -$38K -193 -4%
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$867K +$64K +325 +9%
SVWG
397
Shared Vision Wealth Group
United States
$861K +$806K +4,090 New
RF
398
Roxbury Financial
New Jersey
$860K -$2.76K -14 -0.3%
WMP
399
Wealth Management Partners
Arizona
$854K +$29.7K +151 +4%
SAM
400
Secure Asset Management
Michigan
$844K -$15.2K -77 -2%

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.