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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
VA
451
Vident Advisory
Georgia
$281K +$291K +1,932 New
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$280K -$497K -3,302 -63%
MAMG
453
Milestone Asset Management Group
Connecticut
$280K +$290K +1,928 New
TSWM
454
Tyler-Stone Wealth Management
Ohio
$277K -$118K -782 -29%
FAG
455
Fortitude Advisory Group
Washington
$277K +$287K +1,905 New
OPPS
456
Obsidian Personal Planning Solutions
Maryland
$276K
SF
457
Synovus Financial
Georgia
$274K +$28.8K +191 +11%
CIS
458
Custom Index Systems
New York
$273K +$283K +1,881 New
MAG
459
Mayfair Advisory Group
Alabama
$273K +$43.7K +290 +18%
SIM
460
Synergy Investment Management
Florida
$270K +$280K +1,856 New
CP
461
Castleview Partners
Texas
$269K -$46.4K -308 -14%
GIA
462
Guyasuta Investment Advisors
Pennsylvania
$269K
PFT
463
Providence First Trust
Arizona
$269K
PIA
464
Powell Investment Advisors
Florida
$268K
AW
465
Alteri Wealth
California
$266K +$276K +1,833 New
SWM
466
Segment Wealth Management
Texas
$265K
MIM
467
Meixler Investment Management
Arizona
$264K -$54.8K -364 -17%
Walleye Trading
468
Walleye Trading
New York
$264K +$273K +1,813 New
MFG
469
Magnus Financial Group
New York
$263K +$19.6K +130 +8%
DI
470
Diligent Investors
California
$262K
RFA
471
Register Financial Advisors
Georgia
$262K +$7.38K +49 +3%
AWM
472
Avitas Wealth Management
California
$261K -$17.3K -115 -6%
AWP
473
Axis Wealth Partners
Rhode Island
$257K +$267K +1,770 New
KP
474
Keel Point
Alabama
$253K -$130K -865 -33%
AC
475
Anson Capital
Georgia
$252K

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.