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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
PTC
126
Philadelphia Trust Company
Pennsylvania
$3.48M -$9.63K -58 -0.3%
SWM
127
Spire Wealth Management
Virginia
$3.47M -$258K -1,554 -8%
HG
128
Herbst Group
Connecticut
$3.43M +$310K +1,865 +11%
EWA
129
Evolution Wealth Advisors
Florida
$3.38M
WA
130
Waverly Advisors
Alabama
$3.31M -$2.9M -17,439 -50%
KPWS
131
Kestra Private Wealth Services
Texas
$3.29M -$379K -2,283 -12%
S
132
SharpePoint
Arizona
$3.25M +$36.5K +220 +1%
GKWIM
133
Gerber Kawasaki Wealth & Investment Management
California
$3.19M +$8.47K +51 +0.3%
AWS
134
Atria Wealth Solutions
New York
$3.18M -$2.54M -15,303 -48%
AIP
135
ARS Investment Partners
New York
$3.14M -$321K -1,934 -10%
AWM
136
Apollon Wealth Management
South Carolina
$3.12M +$750K +4,519 +38%
MLL
137
Moody Lynn & Lieberson
Massachusetts
$3.11M +$2.74M +16,497 New
SPC
138
Sigma Planning Corp
Michigan
$3.07M +$15.9K +96 +0.6%
Vontobel Holding
139
Vontobel Holding
Switzerland
$3M +$19.3K +116 +0.7%
NW
140
NewEdge Wealth
Pennsylvania
$2.98M -$2M -12,029 -44%
GPFA
141
Game Plan Financial Advisors
Ohio
$2.87M -$87.2K -525 -3%
VA
142
VestGen Advisors
Illinois
$2.84M +$455K +2,741 +22%
EWA
143
EP Wealth Advisors
California
$2.82M -$128K -771 -5%
MWA
144
MFA Wealth Advisors
Pennsylvania
$2.81M -$194K -1,168 -7%
FWA
145
FSM Wealth Advisors
Ohio
$2.79M +$2.46M +14,841 New
AIC
146
Ayalon Insurance Company
Israel
$2.73M
PS
147
Principal Securities
Iowa
$2.7M -$16.8K -101 -0.7%
TC
148
Trilogy Capital
California
$2.7M +$2.03M +12,247 +597%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$2.69M +$221K +1,333 +10%
CAG
150
Csenge Advisory Group
Florida
$2.68M -$13.8K -83 -0.5%

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.