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iShares US Aerospace & Defense ETF
ITA

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: 19 → 21 (+2)

4% more funds holding

Funds holding: 986 → 1,022 (+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
12.57%
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

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$254M
2
BlackRock
BlackRock
New York
+$60.2M
3
Ameriprise
Ameriprise
Minnesota
+$40M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$31.8M
5
DWM
Diversify Wealth Management
Utah
+$30.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$940M
2
LPL Financial
LPL Financial
California
-$194M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$97.3M
4
PAS
Park Avenue Securities
New York
-$95.2M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$92.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1001
LM Advisors
California
$3.96K +$5.85K +25 +3%
NRG
1002
Nemes Rush Group
Michigan
$3.94K – – –
RF
1003
Rossby Financial
Florida
$3.58K +$3.74K +16 New
AFG
1004
Albion Financial Group
Utah
$3.28K +$3.51K +15 New
MDA
1005
Minot DeBlois Advisors
Massachusetts
$3.28K -$2.34K -10 -40%
TCOT
1006
Trust Company of Toledo
Ohio
$3.28K – – –
RFP
1007
Root Financial Partners
California
$3.06K +$936 +4 +40%
ANBT
1008
American National Bank & Trust
Texas
$2.63K – – –
MAS
1009
MPWM Advisory Solutions
Georgia
$2.63K – – –
ACA
1010
American Capital Advisory
Idaho
$2.19K – – –
FFL
1011
Financial Freedom LLC
Ohio
$2.19K +$2.34K +10 New
EWM
1012
Evolution Wealth Management
Florida
$2.19K – – –
MIM
1013
MTM Investment Management
South Carolina
$2.19K – – –
CFB
1014
Cullen/Frost Bankers
Texas
$1.97K +$2.1K +9 New
KFAS
1015
Keating Financial Advisory Services
Kansas
$1.97K +$1.64K +7 +350%
ECA
1016
Elevated Capital Advisors
Utah
$1.75K – – –
MWM
1017
Magnolia Wealth Management
Alabama
$1.75K +$1.87K +8 New
MBFW
1018
Morton Brown Family Wealth
Pennsylvania
$1.31K – – –
SEP
1019
Signature Equity Partners
Ohio
$1.09K -$12.4K -53 -91%
SMA
1020
Sage Mountain Advisors
Georgia
$1.09K +$1.17K +5 New
BC
1021
Barrett & Company
Rhode Island
$657 – – –
OCM
1022
Orion Capital Management
California
$438 +$468 +2 New
BWM
1023
Benson Wealth Management
Tennessee
$219 – – –
IW
1024
Imprint Wealth
South Carolina
$219 – – –
SR
1025
Syntax Research
Florida
$1 – – –
39 40
41
42 43

ITA Hedge Fund Activity: Q1 2026 in Review

1,022 of the 8,128 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.