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iShares US Aerospace & Defense ETF

696 hedge funds and large institutions have $3.05B invested in iShares US Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 241 increasing their positions, 186 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 63

61% more call options, than puts

Call options by funds: $101M | Put options by funds: $62.8M

30% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 186

9% more capital invested

Capital invested by funds: $2.79B → $3.05B (+$259M)

7% more funds holding

Funds holding: 650696 (+46)

0.18% less ownership

Funds ownership: 45.16%44.98% (-0.18%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
696
Holders Change
+46
Holders Change %
+7.08%
% of All Funds
9.17%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
125
Increased
241
Reduced
186
Closed
63
Calls
$101M
Puts
$62.8M
Net Calls
+$38.1M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Accel Wealth Management
Iowa
$2.52M +$74.3K +493 +3%
HWM
127
HB Wealth Management
Georgia
$2.39M +$2.47M +16,410 New
GKWIM
128
Gerber Kawasaki Wealth & Investment Management
California
$2.38M +$22.8K +151 +0.9%
Wealthfront Advisers
129
Wealthfront Advisers
California
$2.37M +$906K +6,011 +58%
MWA
130
MFA Wealth Advisors
Pennsylvania
$2.37M +$173K +1,151 +8%
S
131
SharpePoint
Arizona
$2.36M +$2.45M +16,265 New
IWC
132
Integrated Wealth Concepts
Massachusetts
$2.34M +$27.9K +185 +1%
GPFA
133
Game Plan Financial Advisors
Ohio
$2.34M -$1.51K -10 -0.1%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$2.32M +$401K +2,664 +20%
EWA
135
EP Wealth Advisors
California
$2.31M +$88.9K +590 +4%
SPC
136
Sigma Planning Corp
Michigan
$2.25M +$212K +1,404 +10%
TC
137
TAP Consulting
Missouri
$2.2M -$372K -2,468 -14%
SS
138
Sunbelt Securities
Texas
$2.19M +$144K +953 +7%
SAMC
139
Spectrum Asset Management (California)
California
$2.18M +$41.6K +276 +2%
DAS
140
Dynamic Advisor Solutions
Arizona
$2.17M -$1.07M -7,083 -32%
TF
141
Tandem Financial
Colorado
$2.17M +$2.25M +14,926 New
AIC
142
Ayalon Insurance Company
Israel
$2.1M
PP
143
Prudential plc
United Kingdom
$2.07M -$1.35M -8,940 -39%
WQ
144
Wealth Quarterback
New Jersey
$2.06M +$602K +3,993 +39%
CAG
145
Csenge Advisory Group
Florida
$2.02M +$1.29M +8,533 +159%
IP
146
Ignite Planners
California
$2.01M +$485K +3,218 +30%
AF
147
Allworth Financial
California
$2.01M +$1.49M +9,887 +327%
PS
148
Principal Securities
Iowa
$2.01M -$65.1K -432 -3%
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$2M +$2.07M +13,731 New
GDP
150
Great Diamond Partners
Maine
$1.99M +$6.78K +45 +0.3%

ITA Hedge Fund Activity: Q4 2024 in Review

696 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q4 2024, worth a combined $3.05B — up 9.3% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ITA positions and 63 closed out — a net gain of 62 holders — while 241 added to existing stakes and 186 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $40.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $21.4M.

  • 696 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q4 2024, up from 650 in Q3 2024.
  • Funds reported $3.05B of iShares US Aerospace & Defense ETF stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 125 funds opened new iShares US Aerospace & Defense ETF positions in Q4 2024 and 63 closed out, a net change of +62 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $40.4M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2024.