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iShares US Aerospace & Defense ETF

751 hedge funds and large institutions have $3.72B invested in iShares US Aerospace & Defense ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 259 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $194M | Put options by funds: $75.9M

120% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 51

35% more capital invested

Capital invested by funds: $2.77B → $3.72B (+$956M)

26% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 205

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 698751 (+53)

0.92% more ownership

Funds ownership: 44.01%44.93% (+0.92%)

Holders
751
Holders Change
+53
Holders Change %
+7.59%
% of All Funds
9.89%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
112
Increased
259
Reduced
205
Closed
51
Calls
$194M
Puts
$75.9M
Net Calls
+$118M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
5SA
76
5th Street Advisors
Connecticut
$5.61M -$1.04M -6,255 -17%
MFG
77
Merit Financial Group
Georgia
$5.6M +$682K +4,111 +16%
LFS
78
Littlejohn Financial Services
Oregon
$5.37M -$545K -3,282 -10%
PFP
79
Paragon Financial Partners
California
$5.33M +$2.66K +16 +0.1%
NA
80
NewEdge Advisors
Louisiana
$5.31M +$258K +1,552 +6%
BWM
81
BigSur Wealth Management
Florida
$5.27M -$133K -800 -3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5.25M +$145K +876 +3%
CSP
83
Cary Street Partners
Virginia
$5.24M +$4.15M +25,020 +902%
IP
84
Ignite Planners
California
$5.23M +$714K +4,300 +19%
BA
85
Bluesphere Advisors
Pennsylvania
$5.2M -$884K -5,327 -16%
TRCT
86
Tower Research Capital (TRC)
New York
$5.2M +$4.28M +25,767 +1,437%
CIA
87
Concurrent Investment Advisors
Florida
$5.09M +$1.22M +7,324 +37%
FS
88
Financially Speaking
Colorado
$5.04M +$4.44M +26,737 New
PWP
89
Principle Wealth Partners
Connecticut
$4.97M -$166K -998 -4%
GWM
90
Geneos Wealth Management
Colorado
$4.97M -$4.86M -29,254 -53%
RBA
91
Richard Bernstein Advisors
New York
$4.94M -$3.49M -20,994 -44%
BPWM
92
BCS Private Wealth Management
New Jersey
$4.85M +$4.27M +25,720 New
FTS
93
Fifth Third Securities
Ohio
$4.74M -$292K -1,758 -7%
TWC
94
TD Waterhouse Canada
Ontario, Canada
$4.69M -$264K -1,592 -6%
Cerity Partners
95
Cerity Partners
New York
$4.69M +$280K +1,688 +7%
Wolverine Trading
96
Wolverine Trading
Illinois
$4.67M +$3.23M +19,453 +358%
SF
97
Summit Financial
New Jersey
$4.56M +$2.36M +14,192 +142%
BA
98
Bristlecone Advisors
Washington
$4.47M -$57.8K -348 -1%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$4.39M +$117K +707 +3%
VC
100
Vicus Capital
Pennsylvania
$4.33M +$3.31M +19,915 +652%

ITA Hedge Fund Activity: Q2 2025 in Review

751 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q2 2025, worth a combined $3.72B — up 35% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new ITA positions and 51 closed out — a net gain of 61 holders — while 259 added to existing stakes and 205 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $74.8M. The largest seller was Bank of America, cutting an estimated $40M.

  • 751 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q2 2025, up from 698 in Q1 2025.
  • Funds reported $3.72B of iShares US Aerospace & Defense ETF stock for Q2 2025, up 35% quarter-over-quarter.
  • 112 funds opened new iShares US Aerospace & Defense ETF positions in Q2 2025 and 51 closed out, a net change of +61 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $74.8M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q2 2025 was Bank of America, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2025.