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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
EP
701
Essential Planning
New Hampshire
– -$7.41M -49,172 Closed
CIM
702
Confluence Investment Management
Missouri
– -$5.99M -41,178 Closed
JE
703
JMAC Enterprises
Pennsylvania
– -$3.45M -23,718 Closed
HW
704
Hamilton Wealth
California
– -$3.32M -22,832 Closed
CSS
705
Cubist Systematic Strategies
Connecticut
– -$3.27M -21,407 Closed
ERWM
706
Elk River Wealth Management
Colorado
– -$2.75M -18,936 Closed
CCP
707
Clarity Capital Partners
California
– -$2.56M -17,597 Closed
SAMC
708
Spectrum Asset Management (California)
California
– -$2.18M -14,968 Closed
DAS
709
Dynamic Advisor Solutions
Arizona
– -$2.17M -14,933 Closed
PP
710
Prudential plc
United Kingdom
– -$2.07M -14,230 Closed
IWA
711
IBEX Wealth Advisors
New Jersey
– -$1.59M -10,965 Closed
IAA
712
Independent Advisor Alliance
North Carolina
– -$1.29M -8,890 Closed
AIA
713
AssuredPartners Investment Advisors
Florida
– -$933K -6,421 Closed
CFGS
714
Concourse Financial Group Securities
Alabama
– -$910K -5,847 Closed
MAC
715
Mason & Associates (California)
California
– -$835K -5,745 Closed
MS
716
Madden Securities
Texas
– -$789K -5,425 Closed
GFG
717
Greystone Financial Group
Michigan
– -$782K -5,382 Closed
EA
718
Enclave Advisors
Texas
– -$571K -3,931 Closed
AWA
719
Adapt Wealth Advisors
Georgia
– -$547K -3,762 Closed
AP
720
Advisors Preferred
Maryland
– -$535K -3,695 Closed
BMWM
721
Brown Miller Wealth Management
Virginia
– -$493K -3,390 Closed
GS
722
GWN Securities
Florida
– -$460K -2,934 Closed
QCM
723
QRG Capital Management
Illinois
– -$387K -2,660 Closed
SC
724
Syon Capital
California
– -$385K -2,648 Closed
KNW
725
Kesler Norman & Wride
Utah
– -$375K -2,581 Closed
27 28
29
30 31

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.