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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
CC
526
Copperleaf Capital
North Carolina
$454K +$427K +2,168 New
TFP
527
Traction Financial Partners
Wyoming
$450K
CAM
528
Concorde Asset Management
Michigan
$444K +$419K +2,126 New
QCM
529
Quantinno Capital Management
New York
$442K +$39.2K +199 +10%
IFS
530
Ifrah Financial Services
Arkansas
$440K -$2.76K -14 -0.7%
ALC
531
Alexander Labrunerie & Co
Missouri
$439K -$9.85K -50 -2%
WCM
532
Winebrenner Capital Management
Kentucky
$436K +$18.3K +93 +5%
HWA
533
HCR Wealth Advisors
California
$433K -$29.3K -149 -7%
TFS
534
Thoroughbred Financial Services
Tennessee
$432K +$197 +1 +0%
CFS
535
Coordinated Financial Services
Colorado
$431K -$394 -2 -0.1%
KF
536
Krilogy Financial
Missouri
$427K +$401K +2,037 New
FTWA
537
Fifth Third Wealth Advisors
Ohio
$424K -$9.85K -50 -2%
VWA
538
Visionary Wealth Advisors
Illinois
$422K +$90.2K +458 +29%
WG
539
Warner Group
Connecticut
$421K +$396K +2,013 New
CA
540
CGN Advisors
Kansas
$419K +$394K +2,002 New
MIM
541
Merrion Investment Management
New Jersey
$419K +$98.5K +500 +33%
SIS
542
Strategic Investment Solutions
Illinois
$416K +$391K +1,987 New
MAG
543
Mayfair Advisory Group
Alabama
$414K +$197 +1 +0.1%
BFA
544
Beaumont Financial Advisors
Massachusetts
$412K +$14.8K +75 +4%
LL
545
LPWM LLC
Minnesota
$411K +$1.18K +6 +0.3%
CWP
546
Cyndeo Wealth Partners
Florida
$409K +$385K +1,954 New
GIM
547
Glenmede Investment Management
Pennsylvania
$408K -$49.2K -250 -11%
RWP
548
RWA Wealth Partners
Massachusetts
$407K
SWA
549
Stratos Wealth Advisors
Ohio
$404K +$69.7K +354 +22%
BMCM
550
Burns Matteson Capital Management
New York
$400K -$25.8K -131 -6%

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.