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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
SFA
401
Sequoia Financial Advisors
Ohio
$368K +$2.41K +16 +0.6%
DWAM
402
Duncan Williams Asset Management
Tennessee
$368K -$33.6K -223 -8%
CFS
403
Coordinated Financial Services
Colorado
$365K +$378K +2,511 New
PWM
404
Partners Wealth Management
California
$361K +$374K +2,482 New
RWM
405
Ritholtz Wealth Management
New York
$361K +$40.1K +266 +12%
BFIC
406
Bedell Frazier Investment Counselling
California
$360K -$2.51M -16,688 -87%
PRI
407
Prepared Retirement Institute
Pennsylvania
$357K +$370K +2,457 New
MCC
408
Money Concepts Capital
Florida
$353K +$19.6K +130 +6%
IA
409
Insight Advisors
Pennsylvania
$350K +$6.78K +45 +2%
TAM
410
Tocqueville Asset Management
New York
$350K +$362K +2,405 New
CPA
411
Cathy Pareto & Associates
Florida
$346K +$359K +2,380 New
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$301 -2 -0.1%
MGIA
413
Moneta Group Investment Advisors
Missouri
$344K +$357K +2,369 New
FFA
414
Florida Financial Advisors
Florida
$343K +$42K +279 +13%
PCM
415
Poehling Capital Management
Wisconsin
$342K
EWA
416
EverSource Wealth Advisors
Alabama
$338K +$4.22K +28 +1%
BMCM
417
Burns Matteson Capital Management
New York
$334K -$31.6K -210 -8%
VWM
418
Vigilare Wealth Management
Arizona
$333K +$301 +2 +0.1%
HWA
419
HCR Wealth Advisors
California
$333K -$3.77K -25 -1%
PWM
420
Perigon Wealth Management
California
$331K -$258K -1,713 -44%
TFP
421
Traction Financial Partners
Wyoming
$329K
NCM
422
Narwhal Capital Management
Georgia
$328K
MWM
423
Meridian Wealth Management
Kentucky
$324K +$1.96K +13 +0.6%
IFS
424
Ifrah Financial Services
Arkansas
$322K -$362K -2,406 -52%
BIAS
425
Beacon Investment Advisory Services
New Jersey
$321K +$332K +2,206 New

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.