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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
CA
476
CoreCap Advisors
Michigan
$252K +$6.33K +42 +2%
EWM
477
Executive Wealth Management
Michigan
$250K -$297K -1,972 -53%
FL
478
FreeGulliver LLC
Louisiana
$247K
NAS
479
NWF Advisory Services
California
$247K +$9.19K +61 +4%
PFA
480
Plotkin Financial Advisors
Maryland
$247K
VAM
481
Verity Asset Management
North Carolina
$246K +$904 +6 +0.4%
QCM
482
Quantinno Capital Management
New York
$243K -$118K -782 -32%
FA
483
Fiduciary Alliance
South Carolina
$243K -$7.99K -53 -3%
CWM
484
Centric Wealth Management
Illinois
$241K -$32.1K -213 -11%
CA
485
Clearstead Advisors
Ohio
$239K +$13.7K +91 +6%
USCWA
486
U.S. Capital Wealth Advisors
Texas
$237K -$58.8K -390 -19%
HIA
487
Harbor Investment Advisory
Maryland
$237K
CCC
488
Compass Capital Corp
Massachusetts
$237K +$228K +1,511 New
TWA
489
TCI Wealth Advisors
Arizona
$236K
DWG
490
Darden Wealth Group
Michigan
$235K +$30.9K +205 +15%
BWM
491
BlackDiamond Wealth Management
New York
$235K -$3.62K -24 -1%
SI
492
Saxon Interests
Texas
$232K
UBP
493
Union Bancaire Privee
Switzerland
$231K +$239K +1,588 New
T
494
Tidemark
California
$231K -$904 -6 -0.4%
RFA
495
Rollins Financial Advisors
New York
$230K -$4.67K -31 -2%
RCA
496
Runnymede Capital Advisors
Ohio
$230K +$238K +1,579 New
RA
497
RFG Advisory
Alabama
$228K -$19.3K -128 -8%
SIA
498
SkyView Investment Advisors
New Jersey
$227K +$236K +1,565 New
CFO
499
Callan Family Office
Pennsylvania
$223K +$231K +1,533 New
JFG
500
JDM Financial Group
Texas
$222K +$14K +93 +6%

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.