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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
AIM
651
Anchor Investment Management
South Carolina
$10.5K
MHR
652
Matthew Hamilton Rosenberg
$10.5K
ACA
653
American Capital Advisory
Idaho
$10.3K +$10.7K +71 New
TFGT
654
TS Financial Group (TSFG)
Illinois
$10K
MA
655
Modus Advisors
Minnesota
$9.59K +$9.94K +66 New
CTC
656
Central Trust Company
Missouri
$9.3K +$3.01K +20 +45%
APW
657
Aventura Private Wealth
Florida
$9.04K +$9.34K +62 New
HWA
658
Heritage Wealth Advisors
Virginia
$9.01K
PA
659
PSI Advisors
Florida
$8.72K
NMG
660
New Millennium Group
Utah
$7.94K
RWM
661
Rialto Wealth Management
New York
$7.56K +$7.83K +52 New
AEPWM
662
Atlantic Edge Private Wealth Management
Florida
$7.27K
FGC
663
Financial Gravity Companies
Texas
$7.27K
PMFA
664
Plante Moran Financial Advisors
Michigan
$7.27K
PGAM
665
Princeton Global Asset Management
New Jersey
$7.27K
HBW
666
Hazlett, Burt & Watson
West Virginia
$7K
Q1WB
667
Quest 10 Wealth Builders
Virginia
$6.69K +$6.93K +46 New
BlackRock
668
BlackRock
New York
$6.61K +$5.42K +36 +360%
TCM
669
Traynor Capital Management
Pennsylvania
$6.58K +$6.78K +45 New
MIA
670
MeadowBrook Investment Advisors
Michigan
$6.54K
HNW
671
High Note Wealth
Minnesota
$6.54K +$6.78K +45 New
SRCM
672
Signature Resources Capital Management
California
$5.96K
SGC
673
Slocum, Gordon & Co
Rhode Island
$5.83K
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$5.81K +$6.03K +40 New
BTI
675
Blue Trust Inc
Georgia
$5.38K -$93.9K -623 -94%

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.