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iShares US Aerospace & Defense ETF

1,022 hedge funds and large institutions have $6.35B invested in iShares US Aerospace & Defense ETF in 2026 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 102

45% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 277

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 9861,022 (+36)

11% less call options, than puts

Call options by funds: $148M | Put options by funds: $166M

12.84% less ownership

Funds ownership: 60.43%47.59% (-13%)

15% less capital invested

Capital invested by funds: $7.44B → $6.35B (-$1.09B)

Holders
1,022
Holders Change
+36
Holders Change %
+3.65%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.26%
New
157
Increased
402
Reduced
277
Closed
102
Calls
$148M
Puts
$166M
Net Calls
-$18M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$36.2M +$16.6M +70,913 +73%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$32.5M +$2.59M +11,075 +8%
SWP
28
Sagespring Wealth Partners
Tennessee
$32.1M +$10.4M +44,652 +44%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$31.8M +$31.8M +135,857 +1,432%
DWM
30
Diversify Wealth Management
Utah
$30M +$30.3M +129,468 +1,136%
OCA
31
OpenArc Corporate Advisory
Georgia
$29.8M +$5.38M +23,018 +20%
AC
32
AlphaCore Capital
California
$29.4M -$2.1M -8,989 -6%
MWM
33
MinichMacGregor Wealth Management
New York
$28.1M +$5.55M +23,723 +23%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$27.9M +$29.9M +127,774 New
Citigroup
35
Citigroup
New York
$25.1M -$13.9M -59,567 -34%
IA
36
IFP Advisors
Florida
$23.5M -$1.46M -6,245 -5%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$23M +$1.2M +5,119 +5%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$21M +$2.66M +11,360 +14%
SWP
39
Stratos Wealth Partners
Ohio
$20.4M +$4.43M +18,920 +25%
Mariner
40
Mariner
Kansas
$19.6M +$919K +3,928 +5%
CCA
41
Cadent Capital Advisors
Oklahoma
$18.8M -$2.47M -10,544 -11%
PAS
42
Park Avenue Securities
New York
$18.6M -$95.2M -407,107 -83%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$18.4M -$16.2M -69,388 -46%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$17.3M -$2.55M -10,902 -12%
KAS
45
Kestra Advisory Services
Texas
$16.8M +$1.61M +6,893 +10%
SPIA
46
Steward Partners Investment Advisory
New York
$16.6M -$3.47M -14,846 -16%
Barclays
47
Barclays
United Kingdom
$16.5M +$17.6M +75,209 New
Citadel Advisors
48
Citadel Advisors
Florida
$16.4M +$5.33M +22,763 +44%
CWM
49
Chicago Wealth Management
Illinois
$16.3M -$211K -904 -1%
PFM
50
Potomac Fund Management
Florida
$15.5M +$16.6M +70,900 New

ITA Hedge Fund Activity: Q1 2026 in Review

1,022 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2026, worth a combined $6.35B — down 15% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new ITA positions and 102 closed out — a net gain of 55 holders — while 402 added to existing stakes and 277 trimmed.

The largest buyer was UBS Group, adding an estimated $254M. The largest seller was Envestnet Asset Management, cutting an estimated $940M.

  • 1,022 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2026, up from 986 in Q4 2025.
  • Funds reported $6.35B of iShares US Aerospace & Defense ETF stock for Q1 2026, down 15% quarter-over-quarter.
  • 157 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2026 and 102 closed out, a net change of +55 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q1 2026 was UBS Group, an estimated $254M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $940M sold.

Based on aggregated 13F filings for Q1 2026.