We are live on ! Find out more
ITA icon

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
AWM
676
AllSquare Wealth Management
New York
$5.09K
MDA
677
Minot DeBlois Advisors
Massachusetts
$5.09K +$5.27K +35 New
CPBTD
678
Central Pacific Bank - Trust Division
Hawaii
$4.65K
AIP
679
Ameritas Investment Partners
Nebraska
$4.51K
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.21K -$20.8K -138 -83%
CA
681
Continuum Advisory
Idaho
$3.34K
CFB
682
Cullen/Frost Bankers
Texas
$3.21K
MIFH
683
Migdal Insurance & Financial Holdings
Israel
$3K -$17.5K -116 -83%
T
684
Transce3nd
Texas
$2.91K +$3.01K +20 New
QC
685
Quent Capital
New York
$2.76K
WAM
686
WFA Asset Management
Wisconsin
$2.42K
PA
687
Pineridge Advisors
Missouri
$2.19K
FW
688
Fairway Wealth
Ohio
$2.18K +$2.26K +15 New
NWM
689
Navigoe Wealth Management
California
$2K +$2.26K +15 New
SC
690
Swan Capital
Florida
$1.45K +$904 +6 +150%
LCM
691
Logan Capital Management
Pennsylvania
$1.18K
LFG
692
Larson Financial Group
Missouri
$1.16K
CJ
693
Caitlin John
Michigan
$1.02K
KFI
694
Key Financial Inc
Pennsylvania
$1.02K
VNA
695
Valley National Advisers
Pennsylvania
$1K
CB
696
CNB Bank
Pennsylvania
$727
RWPA
697
Richard W. Paul & Associates
Michigan
$291
BWL
698
Bogart Wealth LLC
Virginia
$196
MSCM
699
McElhenny Sheffield Capital Management
Texas
-$16.5M -110,341 Closed
AC
700
ASB Consultores
Florida
-$5.55M -37,062 Closed

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.