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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
KCP
576
Kera Capital Partners
California
$349K
CI
577
CX Institutional
Indiana
$348K +$309K +1,570 +1,670%
JAG
578
Journey Advisory Group
Kentucky
$345K
VAM
579
Verity Asset Management
North Carolina
$345K +$1.97K +10 +0.6%
CWM
580
Centric Wealth Management
Illinois
$344K -$1.38K -7 -0.4%
RIS
581
Richmond Investment Services
Wisconsin
$344K +$324K +1,643 New
KA
582
Kovack Advisors
Florida
$341K -$2.95K -15 -0.9%
TWA
583
TCI Wealth Advisors
Arizona
$340K
TA
584
TrueWealth Advisors
Alabama
$336K +$28.8K +146 +10%
DWS
585
Dynamic Wealth Strategies
California
$334K -$116K -590 -27%
FAG
586
Fortitude Advisory Group
Washington
$331K -$63.2K -321 -17%
AI
587
Accredited Investors
Minnesota
$330K +$310K +1,575 New
MAC
588
Mason & Associates (California)
California
$328K +$28.8K +146 +10%
MFIM
589
Mesirow Financial Investment Management
Illinois
$328K +$14.8K +75 +5%
RCA
590
Runnymede Capital Advisors
Ohio
$327K +$5.12K +26 +2%
GSEP
591
Golden State Equity Partners
California
$326K +$307K +1,558 New
SL
592
Sentinus LLC
Illinois
$326K +$307K +1,558 New
SI
593
Saxon Interests
Texas
$324K
WAL
594
W Advisors LLC
Tennessee
$324K +$305K +1,548 New
HI
595
Horizon Investments
North Carolina
$324K +$247K +1,255 +431%
PP
596
Patron Partners
Texas
$322K +$303K +1,538 New
CFO
597
Callan Family Office
Pennsylvania
$321K
LFP
598
Leeward Financial Partners
Washington
$318K
CFG
599
Carter Financial Group
Illinois
$317K +$1.18K +6 +0.4%
EPW
600
Endeavor Private Wealth
Kansas
$317K +$298K +1,513 New

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.