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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
YC
101
Yarbrough Capital
Tennessee
$6.65M
5SA
102
5th Street Advisors
Connecticut
$6.41M +$63.6K +272 +0.9%
William Blair & Company
103
William Blair & Company
Illinois
$6.33M +$821K +3,511 +14%
KG
104
Kilter Group
New York
$6.32M +$1.77M +7,554 +35%
AWM
105
Accel Wealth Management
Iowa
$6.3M +$599K +2,559 +10%
IA
106
Integrity Alliance
Iowa
$6.22M -$812K -3,472 -11%
PNFS
107
PW Nova Financial Services
Pennsylvania
$6.17M +$995K +4,254 +18%
IWC
108
Integrated Wealth Concepts
Massachusetts
$6.08M -$2.02M -8,633 -24%
MA
109
Mutual Advisors
Nebraska
$6.01M +$4.93M +21,055 +328%
BPA
110
Beacon Pointe Advisors
California
$6M +$4.7M +20,105 +275%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$6M -$64.1K -274 -1%
EAN
112
Excelsior Advisor Network
Colorado
$5.98M +$31.8K +136 +0.5%
BPWM
113
BCS Private Wealth Management
New Jersey
$5.98M +$123K +525 +2%
WWM
114
Western Wealth Management
Colorado
$5.88M -$719K -3,075 -10%
AWM
115
Apollon Wealth Management
South Carolina
$5.84M -$790K -3,375 -11%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$5.82M +$790K +3,377 +15%
Cerity Partners
117
Cerity Partners
New York
$5.81M +$690K +2,951 +13%
PWP
118
Principle Wealth Partners
Connecticut
$5.66M -$93.6K -400 -2%
EMPI
119
Elo Mutual Pension Insurance
Finland
$5.6M +$5.99M +25,618 New
SCA
120
Snowden Capital Advisors
New York
$5.49M +$548K +2,344 +10%
LWA
121
Lineweaver Wealth Advisors
Ohio
$5.47M -$26.4K -113 -0.4%
SF
122
Summit Financial
New Jersey
$5.44M +$363K +1,550 +7%
CCA
123
Cottonwood Capital Advisors
Utah
$5.41M +$310K +1,326 +6%
CI
124
CX Institutional
Indiana
$5.32M +$5.31M +22,715 +1,422%
LFS
125
Littlejohn Financial Services
Oregon
$5.27M -$455K -1,945 -7%

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.