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iShares US Aerospace & Defense ETF
ITA

698 hedge funds and large institutions have $2.77B invested in iShares US Aerospace & Defense ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 6 → 14 (+8)

63% more call options, than puts

Call options by funds: $130M | Put options by funds: $80M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

0% more funds holding

Funds holding: 696 → 698 (+2)

0.98% less ownership

Funds ownership: 44.98% → 44.01% (-0.98%)

9% less capital invested

Capital invested by funds: $3.05B → $2.77B (-$282M)

17% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 253

Holders
698
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
9.36%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
73
Increased
211
Reduced
253
Closed
60
Calls
$130M
Puts
$80M
Net Calls
+$50.2M
Net Calls Change
+$12.1M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$23.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$23.1M
3
MW
Marks Wealth
Maryland
+$12.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$130M
2
Two Sigma Investments
Two Sigma Investments
New York
-$39M
3
Morgan Stanley
Morgan Stanley
New York
-$19.2M
4
Stifel Financial
Stifel Financial
Missouri
-$18.8M
5
BEI
Benjamin Edwards Inc
Missouri
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
451
Providence First Trust
Arizona
$283K – – –
AWP
452
Axis Wealth Partners
Rhode Island
$283K +$11.8K +77 +4%
PIA
453
Powell Investment Advisors
Florida
$282K – – –
Koshinski Asset Management
454
Koshinski Asset Management
Illinois
$281K +$1.07K +7 +0.4%
TFS
455
Thoroughbred Financial Services
Tennessee
$279K +$278K +1,822 New
SWM
456
Segment Wealth Management
Texas
$279K – – –
EWA
457
Elevate Wealth Advisory
Georgia
$276K +$198K +1,299 +257%
OPPS
458
Obsidian Personal Planning Solutions
Maryland
$276K – – –
DI
459
Diligent Investors
California
$276K – – –
LSA
460
L & S Advisors
California
$275K +$274K +1,795 New
TRCT
461
Tower Research Capital (TRC)
New York
$275K -$2.46M -16,106 -90%
MAG
462
Mayfair Advisory Group
Alabama
$273K -$14.5K -95 -5%
PCS
463
Private Client Services
Kentucky
$268K +$267K +1,748 New
KP
464
Keel Point
Alabama
$266K – – –
AC
465
Anson Capital
Georgia
$266K – – –
CA
466
CoreCap Advisors
Michigan
$265K – – –
FA
467
Fiduciary Alliance
South Carolina
$265K +$8.71K +57 +3%
RFA
468
Register Financial Advisors
Georgia
$264K -$11.2K -73 -4%
SFFS
469
Stonehage Fleming Financial Services
Jersey
$263K +$110K +720 +72%
FL
470
FreeGulliver LLC
Louisiana
$260K – – –
TA
471
TrueWealth Advisors
Alabama
$260K -$148K -968 -36%
PFA
472
Plotkin Financial Advisors
Maryland
$260K – – –
VAM
473
Verity Asset Management
North Carolina
$259K +$305 +2 +0.1%
DWG
474
Darden Wealth Group
Michigan
$255K +$7.64K +50 +3%
SFC
475
Swisher Financial Concepts
Ohio
$254K +$254K +1,662 New
17 18
19
20 21

ITA Hedge Fund Activity: Q1 2025 in Review

698 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2025, worth a combined $2.77B — down 9.2% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ITA positions and 60 closed out — a net gain of 13 holders — while 211 added to existing stakes and 253 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $130M.

  • 698 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2025, up from 696 in Q4 2024.
  • Funds reported $2.77B of iShares US Aerospace & Defense ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 73 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2025 and 60 closed out, a net change of +13 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q1 2025 was Goldman Sachs, an estimated $23.2M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q1 2025 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2025.