We are live on ! Find out more
ITA icon

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
JWA
451
JFS Wealth Advisors
Pennsylvania
$664K +$622K +3,156 +18,565%
VWM
452
Vermillion Wealth Management
Minnesota
$638K +$2.17K +11 +0.4%
IPAM
453
Investment Partners Asset Management
New Jersey
$635K
VCP
454
Verus Capital Partners
Arizona
$634K +$597K +3,030 New
MCM
455
Magnolia Capital Management
New York
$631K
HWM
456
HRC Wealth Management
Idaho
$627K -$2.95K -15 -0.5%
CIA
457
Capital Investment Advisors
Georgia
$625K +$2.17K +11 +0.4%
MT
458
Midwest Trust
Kansas
$623K
CF
459
Centaurus Financial
California
$616K -$45.3K -230 -7%
CT
460
Caldwell Trust
Florida
$613K
MAM
461
Mullooly Asset Management
New Jersey
$612K +$1.58K +8 +0.3%
AIP
462
Almanack Investment Partners
Pennsylvania
$611K -$32.9K -167 -5%
OWA
463
Octavia Wealth Advisors
Ohio
$605K +$39K +198 +7%
BCP
464
Berkeley Capital Partners
Georgia
$603K -$1.18K -6 -0.2%
FAM
465
Flaharty Asset Management
Florida
$598K
PIA
466
Powell Investment Advisors
Florida
$595K +$197K +1,000 +54%
CM
467
Cornerstone Management
Georgia
$589K
SFG
468
Sovereign Financial Group
Connecticut
$589K +$554K +2,813 New
TCA
469
Transcend Capital Advisors
New Jersey
$589K +$554K +2,813 New
RFA
470
Register Financial Advisors
Georgia
$588K +$15K +76 +3%
PGF
471
Plan Group Financial
Oklahoma
$587K +$19.7K +100 +4%
EWA
472
EverSource Wealth Advisors
Alabama
$586K +$95.3K +484 +21%
Allspring Global Investments
473
Allspring Global Investments
North Carolina
$586K +$405K +2,055 +274%
CFA
474
Cahill Financial Advisors
Minnesota
$584K +$591 +3 +0.1%
FA
475
Fedenia Advisers
Wisconsin
$583K +$278K +1,410 +103%

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.