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iShares US Aerospace & Defense ETF
ITA

698 hedge funds and large institutions have $2.77B invested in iShares US Aerospace & Defense ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 6 → 14 (+8)

63% more call options, than puts

Call options by funds: $130M | Put options by funds: $80M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

0% more funds holding

Funds holding: 696 → 698 (+2)

0.98% less ownership

Funds ownership: 44.98% → 44.01% (-0.98%)

9% less capital invested

Capital invested by funds: $3.05B → $2.77B (-$282M)

17% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 253

Holders
698
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
9.36%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
73
Increased
211
Reduced
253
Closed
60
Calls
$130M
Puts
$80M
Net Calls
+$50.2M
Net Calls Change
+$12.1M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$23.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$23.1M
3
MW
Marks Wealth
Maryland
+$12.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$130M
2
Two Sigma Investments
Two Sigma Investments
New York
-$39M
3
Morgan Stanley
Morgan Stanley
New York
-$19.2M
4
Stifel Financial
Stifel Financial
Missouri
-$18.8M
5
BEI
Benjamin Edwards Inc
Missouri
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
651
PFS Partners
New Jersey
$12.8K – – –
OC
652
Oakworth Capital
Alabama
$12.2K +$12.2K +80 New
AIM
653
Anchor Investment Management
South Carolina
$11K – – –
MHR
654
Matthew Hamilton Rosenberg
$11K – – –
ACA
655
American Capital Advisory
Idaho
$10.9K – – –
CA
656
Continuum Advisory
Idaho
$10.6K +$7.03K +46 +200%
TFGT
657
TS Financial Group (TSFG)
Illinois
$10K – – –
HWA
658
Heritage Wealth Advisors
Virginia
$9.49K – – –
PA
659
PSI Advisors
Florida
$9.19K – – –
HBW
660
Hazlett, Burt & Watson
West Virginia
$8K – – –
HDIM
661
Hanson & Doremus Investment Management
Vermont
$8K +$7.48K +49 New
RWM
662
Rialto Wealth Management
New York
$7.96K – – –
AEPWM
663
Atlantic Edge Private Wealth Management
Florida
$7.66K – – –
PMFA
664
Plante Moran Financial Advisors
Michigan
$7.66K – – –
PGAM
665
Princeton Global Asset Management
New Jersey
$7.66K – – –
FGAM
666
Financial Gravity Asset Management
Texas
$7.66K +$7.64K +50 New
SIS
667
Sound Income Strategies
Florida
$7.39K +$7.33K +48 New
Q1WB
668
Quest 10 Wealth Builders
Virginia
$7.04K – – –
DSC
669
Duncker Streett & Co
Missouri
$7.04K +$7.03K +46 New
BlackRock
670
BlackRock
New York
$6.97K – – –
HNW
671
High Note Wealth
Minnesota
$6.89K – – –
MIA
672
MeadowBrook Investment Advisors
Michigan
$6.89K – – –
CTC
673
Central Trust Company
Missouri
$6.74K -$3.06K -20 -31%
SRCM
674
Signature Resources Capital Management
California
$6.28K – – –
SGC
675
Slocum, Gordon & Co
Rhode Island
$6.14K – – –
25 26
27
28 29

ITA Hedge Fund Activity: Q1 2025 in Review

698 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2025, worth a combined $2.77B — down 9.2% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ITA positions and 60 closed out — a net gain of 13 holders — while 211 added to existing stakes and 253 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $130M.

  • 698 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2025, up from 696 in Q4 2024.
  • Funds reported $2.77B of iShares US Aerospace & Defense ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 73 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2025 and 60 closed out, a net change of +13 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q1 2025 was Goldman Sachs, an estimated $23.2M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q1 2025 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2025.