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
CAG
501
Centerpoint Advisory Group
Kansas
$501K +$199K +1,008 +73%
MWM
502
Meridian Wealth Management
Kentucky
$501K +$13.6K +69 +3%
BI
503
Bramshill Investments
Florida
$500K -$295K -1,500 -39%
SFP
504
Sandbox Financial Partners
Maryland
$499K +$63.8K +324 +16%
DWG
505
Darden Wealth Group
Michigan
$499K +$35.5K +180 +8%
IA
506
Insight Advisors
Pennsylvania
$494K +$591 +3 +0.1%
PCM
507
Poehling Capital Management
Wisconsin
$492K
CHC
508
City Holding Co
West Virginia
$492K -$279K -1,415 -38%
PCA
509
Purkiss Capital Advisors
Connecticut
$491K +$146K +742 +46%
WHC
510
Wulff, Hansen & Co
California
$489K
MCC
511
Money Concepts Capital
Florida
$487K +$1.97K +10 +0.4%
RWA
512
Redhawk Wealth Advisors
Minnesota
$486K +$74.3K +377 +19%
CA
513
Clearstead Advisors
Ohio
$485K -$4.73K -24 -1%
PWM
514
Partners Wealth Management
California
$483K -$16.5K -84 -4%
FW
515
FullCircle Wealth
Texas
$479K +$446K +2,264 New
MIC
516
Means Investment Company
Maine
$478K -$394 -2 -0.1%
LAM
517
Lewis Asset Management
California
$475K +$394 +2 +0.1%
NCM
518
Narwhal Capital Management
Georgia
$473K
BIAS
519
Beacon Investment Advisory Services
New Jersey
$472K -$9.85K -50 -2%
EM
520
ELCO Management
New York
$471K +$98.5K +500 +29%
GAM
521
Griffin Asset Management
New York
$466K -$12.8K -65 -3%
AF
522
Advisornet Financial
Minnesota
$466K +$14K +71 +3%
EWA
523
Elevate Wealth Advisory
Georgia
$464K
GTAM
524
Global Trust Asset Management
Florida
$461K -$9.85K -50 -2%
AT
525
Avalon Trust
New Mexico
$459K

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.