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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
MWA
526
Medallion Wealth Advisors
Connecticut
$168K +$174K +1,153 New
PSFG
527
Park Square Financial Group
Georgia
$166K +$172K +1,140 New
HNB
528
Huntington National Bank
Ohio
$163K
1L
529
10Elms LLP
Oklahoma
$160K +$166K +1,100 New
AA
530
Ancora Advisors
Ohio
$154K -$904 -6 -0.6%
SWA
531
SOA Wealth Advisors
New York
$150K
SHF
532
Safe Harbor Fiduciary
Florida
$145K
SFFS
533
Stonehage Fleming Financial Services
Jersey
$145K
ZRP
534
Zynergy Retirement Planning
New Jersey
$144K
GTAM
535
Global Trust Asset Management
Florida
$137K -$14.3K -95 -9%
EWM
536
Evermay Wealth Management
Virginia
$137K
MLA
537
MB, Levis & Associates
Pennsylvania
$136K +$19.3K +128 +16%
HWP
538
Highline Wealth Partners
California
$134K -$17.6K -117 -11%
AIM
539
Acropolis Investment Management
Missouri
$134K
WAS
540
Winch Advisory Services
Wisconsin
$130K -$9.64K -64 -7%
YDMI
541
Y.D. More Investments
Israel
$124K -$1.36K -9 -1%
FHA
542
First Horizon Advisors
Tennessee
$119K
MFA
543
McClarren Financial Advisors
Pennsylvania
$119K +$124K +820 New
BAM
544
Bellevue Asset Management
Washington
$117K +$151 +1 +0.1%
ACA
545
Aptus Capital Advisors
Alabama
$116K -$11M -73,032 -99%
MTIC
546
Missouri Trust & Investment Company
Missouri
$113K
AW
547
Avion Wealth
Texas
$111K
MWM
548
Mascoma Wealth Management
New Hampshire
$109K
CSB
549
City State Bank
Iowa
$108K -$6.03K -40 -5%
FWP
550
FAS Wealth Partners
Kansas
$106K +$301 +2 +0.3%

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.