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iShares US Aerospace & Defense ETF

1,022 hedge funds and large institutions have $6.35B invested in iShares US Aerospace & Defense ETF in 2026 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 102

45% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 277

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 9861,022 (+36)

11% less call options, than puts

Call options by funds: $148M | Put options by funds: $166M

12.84% less ownership

Funds ownership: 60.43%47.59% (-13%)

15% less capital invested

Capital invested by funds: $7.44B → $6.35B (-$1.09B)

Holders
1,022
Holders Change
+36
Holders Change %
+3.65%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.26%
New
157
Increased
402
Reduced
277
Closed
102
Calls
$148M
Puts
$166M
Net Calls
-$18M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$15.1M +$469K +2,003 +3%
PP
52
Prudential plc
United Kingdom
$14.9M +$7.08M +30,283 +80%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$14.8M +$2.34K +10 +0%
FWCM
54
Ferguson Wellman Capital Management
Oregon
$14.6M -$333K -1,423 -2%
3F
55
360 Financial
Minnesota
$14.4M +$15.4M +65,869 New
FFS
56
Founders Financial Securities
Maryland
$14.2M +$845K +3,612 +6%
ASN
57
Advisory Services Network
Georgia
$13M -$8.14M -34,807 -37%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$13M -$47.6M -203,318 -77%
RFM
59
Royal Fund Management
Florida
$13M +$13.8M +59,202 New
AWA
60
Arkadios Wealth Advisors
Georgia
$12.9M +$4.53M +19,351 +49%
PAG
61
Private Advisor Group
New Jersey
$12.6M -$7.25K -31 -0.1%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$12.3M -$29.1M -124,290 -69%
IFG
63
Independent Financial Group
California
$12.2M +$252K +1,078 +2%
WIP
64
WealthCare Investment Partners
Rhode Island
$11.8M +$36.3K +155 +0.3%
DAS
65
Diversify Advisory Services
Utah
$11.3M -$7.33M -31,350 -37%
NP
66
NorthRock Partners
Minnesota
$11.2M +$4.57M +19,515 +62%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$11.2M +$4.04M +17,265 +51%
SHIM
68
Stone House Investment Management
Pennsylvania
$10.7M +$4.9M +20,964 +74%
CIA
69
Concurrent Investment Advisors
Florida
$10.5M +$757K +3,235 +7%
NWWA
70
New Wave Wealth Advisors
Arkansas
$10.4M +$8.51M +36,386 +331%
NA
71
NewEdge Advisors
Louisiana
$10.1M -$24.6M -105,143 -70%
AI
72
Atria Investments
North Carolina
$9.93M -$11.1M -47,375 -51%
EI
73
EFG International
$9.78M +$3.67M +15,690 +54%
Creative Planning
74
Creative Planning
Kansas
$9.45M +$1.31M +5,609 +15%
MFG
75
Merit Financial Group
Georgia
$9.44M -$1.99M -8,490 -16%

ITA Hedge Fund Activity: Q1 2026 in Review

1,022 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2026, worth a combined $6.35B — down 15% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new ITA positions and 102 closed out — a net gain of 55 holders — while 402 added to existing stakes and 277 trimmed.

The largest buyer was UBS Group, adding an estimated $254M. The largest seller was Envestnet Asset Management, cutting an estimated $940M.

  • 1,022 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2026, up from 986 in Q4 2025.
  • Funds reported $6.35B of iShares US Aerospace & Defense ETF stock for Q1 2026, down 15% quarter-over-quarter.
  • 157 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2026 and 102 closed out, a net change of +55 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q1 2026 was UBS Group, an estimated $254M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $940M sold.

Based on aggregated 13F filings for Q1 2026.