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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
SIM
601
Synergy Investment Management
Florida
$315K -$19.7K -100 -6%
Mackenzie Financial
602
Mackenzie Financial
Ontario, Canada
$314K -$29.5K -150 -9%
GC
603
Gruss & Co
Florida
$314K
1L
604
10Elms LLP
Oklahoma
$314K +$39.4K +200 +15%
JFG
605
JDM Financial Group
Texas
$313K +$394 +2 +0.1%
IF
606
Ironwood Financial
Arizona
$312K +$293K +1,490 New
HWMO
607
Heritage Wealth Management (Ohio)
Ohio
$312K +$1.97K +10 +0.7%
LA
608
Lifeworks Advisors
Michigan
$311K +$293K +1,488 New
CWM
609
Collaborative Wealth Management
Florida
$311K
SFC
610
Swisher Financial Concepts
Ohio
$310K
MCCP
611
Mission Creek Capital Partners
California
$306K +$288K +1,462 New
VCMGDR
612
Vinland Capital Management Gestora de Recursos
Brazil
$306K +$288K +1,460 New
PWA
613
PCG Wealth Advisors
Kansas
$305K +$287K +1,456 New
N
614
Natixis
France
$304K +$288K +1,461 New
AW
615
Alteri Wealth
California
$304K +$7.88K +40 +3%
DWP
616
Daymark Wealth Partners
Ohio
$302K +$32.9K +167 +13%
RT
617
Rockland Trust
Massachusetts
$302K
PIA
618
Perennial Investment Advisors
California
$302K +$284K +1,442 New
AFW
619
Avantra Family Wealth
Pennsylvania
$302K +$284K +1,442 New
LFASL
620
Lugano Financial Advisors SA (LFA)
Switzerland
$301K
PVI
621
Pine Valley Investments
New Jersey
$301K +$32.7K +166 +13%
Franklin Resources
622
Franklin Resources
California
$299K +$7.88K +40 +3%
UW
623
Unique Wealth
Florida
$297K
VCM
624
Virtue Capital Management
Tennessee
$293K -$221K -1,123 -81%
RSVP
625
Ramsay Stattman Vela & Price
Colorado
$293K

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.