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iShares US Aerospace & Defense ETF

751 hedge funds and large institutions have $3.72B invested in iShares US Aerospace & Defense ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 259 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $194M | Put options by funds: $75.9M

120% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 51

35% more capital invested

Capital invested by funds: $2.77B → $3.72B (+$956M)

26% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 205

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 698751 (+53)

0.92% more ownership

Funds ownership: 44.01%44.93% (+0.92%)

Holders
751
Holders Change
+53
Holders Change %
+7.59%
% of All Funds
9.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
112
Increased
259
Reduced
205
Closed
51
Calls
$194M
Puts
$75.9M
Net Calls
+$118M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
401
Pathstone Holdings
New Jersey
$500K +$440K +2,652 New
JSL
402
JT Stratford LLC
Georgia
$500K -$106K -639 -19%
SFS
403
Symphony Financial Services
Ohio
$494K -$996 -6 -0.2%
KNW
404
Kesler Norman & Wride
Utah
$493K +$434K +2,613 New
YP
405
YANKCOM Partnership
South Dakota
$491K
TR
406
Tepp RIA
New Jersey
$490K +$55.3K +333 +15%
SF
407
Symphony Financial
Texas
$478K +$430K +2,590 New
PWW
408
Pettyjohn Wood & White
Virginia
$478K +$63.1K +380 +18%
DWAM
409
Duncan Williams Asset Management
Tennessee
$478K +$166 +1 +0%
WGS
410
Washington Growth Strategies
District of Columbia
$476K +$419K +2,525 New
DS
411
DRW Securities
Illinois
$464K -$16.6K -100 -4%
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$457K +$20.6K +124 +5%
RWM
413
Ritholtz Wealth Management
New York
$456K -$830 -5 -0.2%
Walleye Trading
414
Walleye Trading
New York
$455K +$401K +2,413 New
MMH
415
Menora Mivtachim Holdings
Israel
$453K
CPA
416
Cathy Pareto & Associates
Florida
$451K +$49K +295 +14%
FIBOI
417
First International Bank of Israel
$447K +$393K +2,368 New
IA
418
Insight Advisors
Pennsylvania
$444K +$332 +2 +0.1%
PCM
419
Poehling Capital Management
Wisconsin
$443K
CA
420
Clearstead Advisors
Ohio
$442K +$126K +760 +48%
WHC
421
Wulff, Hansen & Co
California
$441K +$388K +2,337 New
MWM
422
Meridian Wealth Management
Kentucky
$438K +$16.6K +100 +4%
MCC
423
Money Concepts Capital
Florida
$438K -$9.46K -57 -2%
EWA
424
EverSource Wealth Advisors
Alabama
$437K +$1.16K +7 +0.3%
BIAS
425
Beacon Investment Advisory Services
New Jersey
$435K +$16.6K +100 +5%

ITA Hedge Fund Activity: Q2 2025 in Review

751 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2025, worth a combined $3.72B — up 35% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new ITA positions and 51 closed out — a net gain of 61 holders — while 259 added to existing stakes and 205 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $40M.

  • 751 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2025, up from 698 in Q1 2025.
  • Funds reported $3.72B of iShares US Aerospace & Defense ETF stock for Q2 2025, up 35% quarter-over-quarter.
  • 112 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2025 and 51 closed out, a net change of +61 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.8M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q2 2025 was Bank of America, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2025.