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iShares US Aerospace & Defense ETF

751 hedge funds and large institutions have $3.72B invested in iShares US Aerospace & Defense ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 259 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $194M | Put options by funds: $75.9M

120% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 51

35% more capital invested

Capital invested by funds: $2.77B → $3.72B (+$956M)

26% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 205

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 698751 (+53)

0.92% more ownership

Funds ownership: 44.01%44.93% (+0.92%)

Holders
751
Holders Change
+53
Holders Change %
+7.59%
% of All Funds
9.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
112
Increased
259
Reduced
205
Closed
51
Calls
$194M
Puts
$75.9M
Net Calls
+$118M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
501
LexAurum Advisors
Kansas
$302K -$808K -4,870 -75%
Neuberger Berman Group
502
Neuberger Berman Group
New York
$300K
SWA
503
Stratos Wealth Advisors
Ohio
$297K +$262K +1,577 New
VWA
504
Visionary Wealth Advisors
Illinois
$294K +$9.96K +60 +4%
HIA
505
Harbor Investment Advisory
Maryland
$292K -$13.3K -80 -5%
CCC
506
Compass Capital Corp
Massachusetts
$291K
RCA
507
Runnymede Capital Advisors
Ohio
$290K
CFO
508
Callan Family Office
Pennsylvania
$289K
LFP
509
Leeward Financial Partners
Washington
$287K +$252K +1,520 New
CFG
510
Carter Financial Group
Illinois
$284K +$250K +1,508 New
GC
511
Gruss & Co
Florida
$283K
MIM
512
Merrion Investment Management
New Jersey
$283K
RA
513
RFG Advisory
Alabama
$282K +$14.6K +88 +6%
JFG
514
JDM Financial Group
Texas
$282K +$166 +1 +0.1%
MFIM
515
Mesirow Financial Investment Management
Illinois
$281K
CWM
516
Collaborative Wealth Management
Florida
$280K
SFC
517
Swisher Financial Concepts
Ohio
$279K -$30.2K -182 -11%
HWMO
518
Heritage Wealth Management (Ohio)
Ohio
$279K
SF
519
Synovus Financial
Georgia
$279K -$65.9K -397 -21%
APW
520
Aurora Private Wealth
New Jersey
$277K -$19.1K -115 -7%
TA
521
TrueWealth Advisors
Alabama
$276K -$39.7K -239 -14%
OP
522
ORG Partners
Indiana
$273K +$15.8K +95 +7%
UCFA
523
United Capital Financial Advisors
Texas
$273K -$9.13K -55 -4%
SJGA
524
Stephen J. Garry & Associates
New York
$273K +$240K +1,445 New
RT
525
Rockland Trust
Massachusetts
$272K

ITA Hedge Fund Activity: Q2 2025 in Review

751 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2025, worth a combined $3.72B — up 35% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new ITA positions and 51 closed out — a net gain of 61 holders — while 259 added to existing stakes and 205 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $40M.

  • 751 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2025, up from 698 in Q1 2025.
  • Funds reported $3.72B of iShares US Aerospace & Defense ETF stock for Q2 2025, up 35% quarter-over-quarter.
  • 112 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2025 and 51 closed out, a net change of +61 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.8M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q2 2025 was Bank of America, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2025.