We are live on ! Find out more
ITA icon

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
SC
76
Scotia Capital
Ontario, Canada
$9.39M +$1.36M +5,810 +16%
WDL
77
Well Done LLC
Michigan
$8.85M +$341K +1,456 +4%
OC
78
Oppenheimer & Co
New York
$8.58M +$530K +2,266 +6%
IP
79
Ignite Planners
California
$8.52M +$1.3M +5,554 +17%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$8.31M -$97.3M -415,867 -92%
KDA
81
Kraft Davis & Associates
Missouri
$8.27M +$6.79M +29,003 +322%
MAG
82
MRA Advisory Group
New Jersey
$8.22M -$9.36K -40 -0.1%
CWWM
83
Clear Wave Wealth Management
New Jersey
$8.14M +$8.71M +37,212 New
Two Sigma Investments
84
Two Sigma Investments
New York
$8.07M +$8.63M +36,900 New
HI
85
Harbour Investments
Wisconsin
$8.02M +$2.89M +12,337 +51%
QIM
86
Quantitative Investment Management
Virginia
$7.99M +$8.55M +36,541 New
Squarepoint
87
Squarepoint
New York
$7.86M +$8.41M +35,953 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.66M +$992K +4,242 +14%
CC
89
Cadinha & Co
Hawaii
$7.52M +$8.04M +34,388 New
FWA
90
FOCUS Wealth Advisors
Texas
$7.44M -$349K -1,493 -4%
WAM
91
WNY Asset Management
New York
$7.43M +$7.95M +33,983 New
DRS
92
Deane Retirement Strategies
Louisiana
$7.4M +$7.93M +33,876 New
AI
93
Arrien Investments
Idaho
$7.23M -$24.6K -105 -0.3%
WWA
94
WCG Wealth Advisors
Nevada
$7.19M -$114K -487 -1%
Corient Private Wealth
95
Corient Private Wealth
Florida
$7.06M -$7.23M -30,896 -48%
Point72 Asset Management
96
Point72 Asset Management
Connecticut
$6.87M +$7.35M +31,398 New
BA
97
Bluesphere Advisors
Pennsylvania
$6.82M +$1.11M +4,739 +18%
SA
98
Sanctuary Advisors
Indiana
$6.82M -$7.42M -31,732 -50%
PFP
99
Paragon Financial Partners
California
$6.74M +$74.6K +319 +1%
FTS
100
Fifth Third Securities
Ohio
$6.67M +$1.54M +6,594 +28%

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.