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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
UW
201
Unique Wealth
Florida
$2.71M +$46.6K +199 +2%
KP
202
Keel Point
Alabama
$2.69M +$46.6K +199 +2%
PA
203
Parallel Advisors
California
$2.68M +$634K +2,708 +28%
GAM
204
Gotham Asset Management
New York
$2.68M -$1.64K -7 -0.1%
FBCM
205
Fort Baker Capital Management
California
$2.64M +$2.83M +12,083 New
MOS
206
MGO One Seven
Ohio
$2.63M -$409K -1,750 -13%
WCA
207
Waratah Capital Advisors
Ontario, Canada
$2.62M +$2.8M +11,970 New
GDP
208
Great Diamond Partners
Maine
$2.59M -$242K -1,034 -8%
CH
209
CDKV Holdings
Colorado
$2.59M +$90.8K +388 +3%
CBU
210
CIBC Bancorp USA
Illinois
$2.53M +$2.71M +11,584 New
IWA
211
Icon Wealth Advisors
Texas
$2.53M -$9.99M -42,687 -78%
SWM
212
Spire Wealth Management
Virginia
$2.52M +$37.2K +159 +1%
BCM
213
Brookstone Capital Management
Illinois
$2.52M -$2.22M -9,509 -45%
IFA
214
Interactive Financial Advisors
Illinois
$2.49M -$86.6K -370 -3%
WQ
215
Wealth Quarterback
New Jersey
$2.49M +$1.66M +7,094 +165%
FFN
216
Focus Financial Network
Minnesota
$2.48M +$141K +601 +6%
USCWA
217
U.S. Capital Wealth Advisors
Texas
$2.47M +$693K +2,962 +36%
CCMG
218
Clark Capital Management Group
Pennsylvania
$2.47M +$580K +2,478 +28%
FFWM
219
Future Financial Wealth Management
Ohio
$2.45M +$84.9K +363 +4%
HF
220
HRT Financial
New York
$2.45M +$476K +2,035 +22%
CB
221
Commerce Bank
Missouri
$2.43M +$1.81M +7,758 +231%
RWS
222
Resolute Wealth Strategies
Mississippi
$2.43M +$2.6M +11,120 New
JCFM
223
JBR Co Financial Management
Oklahoma
$2.4M – – –
WCM
224
Winthrop Capital Management
Indiana
$2.4M -$85.2K -364 -3%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$2.36M +$2.52M +10,771 New
7 8
9
10 11

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.