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iShares US Aerospace & Defense ETF
ITA

Overview Fund Activity

741 hedge funds and large institutions have $3.68B invested in iShares US Aerospace & Defense ETF in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 257 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+50
Holders Change %
+7.24%
% of All Funds
9.94%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
109
Increased
257
Reduced
203
Closed
49
Calls
$194M
Puts
$75.9M
Net Calls
+$118M
Net Calls Change
+$67.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$115M
2
LPL Financial
2
LPL Financial
California
$281M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$22.2M
4
PP
4
Prudential plc
United Kingdom
$15.5M
5
IA
5
IFP Advisors
Florida
$20.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$566M
2
Goldman Sachs
2
Goldman Sachs
New York
$62.8M
3
MW
3
Marks Wealth
Maryland
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.83M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
501
Harbor Investment Advisory
Maryland
$292K -$15.1K -80 -5%
CCC
502
Compass Capital Corp
Massachusetts
$291K – – –
RCA
503
Runnymede Capital Advisors
Ohio
$290K – – –
CFO
504
Callan Family Office
Pennsylvania
$289K – – –
LFP
505
Leeward Financial Partners
Washington
$287K +$287K +1,520 New
CFG
506
Carter Financial Group
Illinois
$284K +$284K +1,508 New
MIM
507
Merrion Investment Management
New Jersey
$283K – – –
GC
508
Gruss & Co
Florida
$283K – – –
RA
509
RFG Advisory
Alabama
$282K +$16.6K +88 +6%
JFG
510
JDM Financial Group
Texas
$282K +$189 +1 +0.1%
MFIM
511
Mesirow Financial Investment Management
Illinois
$281K – – –
CWM
512
Collaborative Wealth Management
Florida
$280K – – –
SFC
513
Swisher Financial Concepts
Ohio
$279K -$34.3K -182 -11%
HWMO
514
Heritage Wealth Management (Ohio)
Ohio
$279K – – –
SF
515
Synovus Financial
Georgia
$279K -$74.9K -397 -21%
APW
516
Aurora Private Wealth
New Jersey
$277K -$21.7K -115 -7%
TA
517
TrueWealth Advisors
Alabama
$276K -$45.1K -239 -14%
OP
518
ORG Partners
Indiana
$273K +$17.6K +95 +7%
UCFA
519
United Capital Financial Advisors
Texas
$273K -$10.4K -55 -4%
SJGA
520
Stephen J. Garry & Associates
New York
$273K +$273K +1,445 New
RT
521
Rockland Trust
Massachusetts
$272K – – –
LFASL
522
Lugano Financial Advisors SA (LFA)
Switzerland
$271K – – –
UW
523
Unique Wealth
Florida
$268K – – –
MAC
524
Mason & Associates (California)
California
$268K +$268K +1,420 New
AW
525
Alteri Wealth
California
$266K -$23K -122 -8%
19 20
21
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