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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
WP
576
WealthShield Partners
North Carolina
$50.3K +$46.6K +309 +835%
GSWM
577
Golden State Wealth Management
California
$49.1K +$50.9K +338 New
EDRH
578
Edmond de Rothschild Holding
Switzerland
$48.5K
HCM
579
Hollencrest Capital Management
California
$48.5K
GK
580
Graney & King
New York
$48.4K +$50.2K +333 New
WTC
581
WhitTier Trust Company
Nevada
$48K
MG
582
Mather Group
Illinois
$47.7K +$49.4K +328 New
BWM
583
Bernard Wealth Management
Michigan
$47.2K +$49K +325 New
FFA
584
Founders Financial Alliance
North Carolina
$46.8K +$151 +1 +0.3%
SIC
585
Salem Investment Counselors
North Carolina
$46.5K +$36.2K +240 +300%
OP
586
ORG Partners
Indiana
$45.8K
PMAM
587
Picton Mahoney Asset Management
Ontario, Canada
$44K -$151K -1,000 -77%
FFWM
588
Future Financial Wealth Management
Ohio
$43.6K -$38.3K -254 -46%
TCOV
589
Trust Company of Vermont
Vermont
$43.6K
VHAM
590
Van Hulzen Asset Management
California
$42.9K +$44.4K +295 New
HI
591
Horizon Investments
North Carolina
$42.3K
RPA
592
Redwood Park Advisors
California
$42.2K +$43.7K +290 New
BF
593
BOK Financial
Oklahoma
$42.1K
HIMS
594
Hager Investment Management Services
New Hampshire
$40.3K +$41.7K +277 New
MCM
595
Manchester Capital Management
Vermont
$39.2K +$40.7K +270 New
CCMW
596
Cypress Capital Management (Wyoming)
Wyoming
$38.7K -$1.66K -11 -4%
AIC
597
Archer Investment Corporation
Indiana
$37.8K
SFC
598
SYM Financial Corp
Indiana
$36.3K
WT
599
Washington Trust
Rhode Island
$36.3K
DFA
600
DHJJ Financial Advisors
Illinois
$36K

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.