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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
MWA
426
Muirfield Wealth Advisors
North Carolina
$758K +$2.56K +13 +0.4%
AssetMark Inc
427
AssetMark Inc
California
$757K +$494K +2,508 +226%
HI
428
Hudock Inc
Pennsylvania
$756K -$591 -3 -0.1%
GAA
429
Guardian Asset Advisors
Pennsylvania
$752K +$2.17K +11 +0.3%
AAM
430
Ackerman Asset Management
Maryland
$749K
CB
431
Commerce Bank
Missouri
$749K
LIA
432
LifePlan Investment Advisors
North Carolina
$749K +$705K +3,577 New
OP
433
ORG Partners
Indiana
$747K +$388K +1,970 +134%
NWM
434
Nova Wealth Management
Florida
$743K +$27.4K +139 +4%
MWM
435
MGB Wealth Management
Texas
$734K
GVAG
436
Great Valley Advisor Group
Delaware
$727K +$13.8K +70 +2%
FCAS
437
First Command Advisory Services
Texas
$722K +$102K +517 +18%
OWA
438
One Wealth Advisors
California
$717K +$675K +3,427 New
JSL
439
JT Stratford LLC
Georgia
$717K +$153K +776 +29%
PWM
440
Perigon Wealth Management
California
$714K +$290K +1,474 +76%
CWM
441
Centurion Wealth Management
Virginia
$711K +$669K +3,398 New
PJSIMP
442
P.J. Schmidt Investment Management (PJS)
Wisconsin
$704K -$3.35K -17 -0.5%
CFO
443
CVA Family Office
Colorado
$695K
Verition Fund Management
444
Verition Fund Management
Connecticut
$693K
WFS
445
WealthGarden F.S.
California
$686K +$37.2K +189 +6%
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$682K +$165K +840 +35%
FFA
447
First Foundation Advisors
California
$674K
RWM
448
Ritholtz Wealth Management
New York
$674K +$158K +801 +33%
RCM
449
RMR Capital Management
California
$673K +$788 +4 +0.1%
IAN
450
Integrated Advisors Network
Texas
$668K -$259K -1,316 -29%

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.