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iShares US Aerospace & Defense ETF
ITA

880 hedge funds and large institutions have $6.91B invested in iShares US Aerospace & Defense ETF in 2025 Q3 according to their latest regulatory filings, with 181 funds opening new positions, 355 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 40

92% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 185

86% more capital invested

Capital invested by funds: $3.72B → $6.91B (+$3.19B)

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

23% more call options, than puts

Call options by funds: $135M | Put options by funds: $110M

17% more funds holding

Funds holding: 751 → 880 (+129)

15.27% more ownership

Funds ownership: 44.93% → 60.2% (+15%)

Holders
880
Holders Change
+129
Holders Change %
+17.18%
% of All Funds
11.55%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
181
Increased
355
Reduced
185
Closed
40
Calls
$135M
Puts
$110M
Net Calls
+$25.2M
Net Calls Change
-$92.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$888M
2
LPL Financial
LPL Financial
California
+$263M
3
Morgan Stanley
Morgan Stanley
New York
+$194M
4
PAS
Park Avenue Securities
New York
+$91M
5
BlackRock
BlackRock
New York
+$89.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$47.9M
2
Barclays
Barclays
United Kingdom
-$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$14M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$11.7M
5
KC
Kadensa Capital
Hong Kong
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
851
Hazlett, Burt & Watson
West Virginia
$10K – – –
DSC
852
Duncker Streett & Co
Missouri
$9.63K – – –
HNW
853
High Note Wealth
Minnesota
$9.42K – – –
CTC
854
Central Trust Company
Missouri
$9.21K – – –
SRCM
855
Signature Resources Capital Management
California
$8.58K – – –
WWM
856
Wolff Wiese Magana
California
$8.16K – – –
AWM
857
AllSquare Wealth Management
New York
$7.32K – – –
MDA
858
Minot DeBlois Advisors
Massachusetts
$7.32K – – –
SJIM
859
St. Johns Investment Management
Florida
$7.32K +$6.89K +35 New
WB
860
Webster Bank
Connecticut
$7.32K +$6.89K +35 New
CPBTD
861
Central Pacific Bank - Trust Division
Hawaii
$6.7K – – –
AIP
862
Ameritas Investment Partners
Nebraska
$6.49K – – –
CTA
863
Colonial Trust Advisors
South Carolina
$6.28K +$5.91K +30 New
PWA
864
Physician Wealth Advisors
Utah
$5.02K +$4.73K +24 New
ANBT
865
American National Bank & Trust
Texas
$5.02K – – –
MIFH
866
Migdal Insurance & Financial Holdings
Israel
$5K – – –
SWP
867
Strategic Wealth Partners
Ohio
$4.81K – – –
CFD
868
Creative Financial Designs
Indiana
$4.33K – – –
QC
869
Quent Capital
New York
$3.98K +$3.74K +19 New
PA
870
Pineridge Advisors
Missouri
$3.17K – – –
TCOT
871
Trust Company of Toledo
Ohio
$3.14K – – –
MAS
872
MPWM Advisory Solutions
Georgia
$2.51K – – –
WAM
873
WFA Asset Management
Wisconsin
$2.49K – – –
BWL
874
Bogart Wealth LLC
Virginia
$2.38K – – –
BA
875
Ballast Advisors
Minnesota
$2.31K +$2.17K +11 New
33 34
35
36 37

ITA Hedge Fund Activity: Q3 2025 in Review

880 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q3 2025, worth a combined $6.91B — up 86% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ITA positions and 40 closed out — a net gain of 141 holders — while 355 added to existing stakes and 185 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $888M. The largest seller was Bank of America, cutting an estimated $47.9M.

  • 880 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q3 2025, up from 751 in Q2 2025.
  • Funds reported $6.91B of iShares US Aerospace & Defense ETF stock for Q3 2025, up 86% quarter-over-quarter.
  • 181 funds opened new iShares US Aerospace & Defense ETF positions in Q3 2025 and 40 closed out, a net change of +141 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $888M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q3 2025 was Bank of America, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2025.