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iShares US Aerospace & Defense ETF
ITA

880 hedge funds and large institutions have $6.91B invested in iShares US Aerospace & Defense ETF in 2025 Q3 according to their latest regulatory filings, with 181 funds opening new positions, 355 increasing their positions, 185 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 40

92% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 185

86% more capital invested

Capital invested by funds: $3.72B → $6.91B (+$3.19B)

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

23% more call options, than puts

Call options by funds: $135M | Put options by funds: $110M

17% more funds holding

Funds holding: 751 → 880 (+129)

15.27% more ownership

Funds ownership: 44.93% → 60.2% (+15%)

Holders
880
Holders Change
+129
Holders Change %
+17.18%
% of All Funds
11.55%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
181
Increased
355
Reduced
185
Closed
40
Calls
$135M
Puts
$110M
Net Calls
+$25.2M
Net Calls Change
-$92.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$888M
2
LPL Financial
LPL Financial
California
+$263M
3
Morgan Stanley
Morgan Stanley
New York
+$194M
4
PAS
Park Avenue Securities
New York
+$91M
5
BlackRock
BlackRock
New York
+$89.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$47.9M
2
Barclays
Barclays
United Kingdom
-$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$14M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$11.7M
5
KC
Kadensa Capital
Hong Kong
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
201
Bay Harbor Wealth Management
Maryland
$2.46M +$2.31M +11,736 New
TI
202
Tidal Investments
Wisconsin
$2.44M +$2.3M +11,667 New
MOS
203
MGO One Seven
Ohio
$2.44M +$731K +3,712 +47%
WCM
204
Winthrop Capital Management
Indiana
$2.43M -$591 -3 -0%
ACM
205
Absolute Capital Management
Pennsylvania
$2.42M +$801K +4,069 +54%
JCFM
206
JBR Co Financial Management
Oklahoma
$2.39M – – –
Walleye Trading
207
Walleye Trading
New York
$2.39M +$1.77M +8,990 +373%
IA
208
IFG Advisory
Georgia
$2.38M +$162K +824 +8%
FLI
209
Family Legacy Inc
South Carolina
$2.37M -$90.4K -459 -4%
WWM
210
Western Wealth Management
Colorado
$2.34M +$233K +1,182 +12%
BEI
211
Benjamin Edwards Inc
Missouri
$2.33M +$641K +3,254 +41%
Fisher Asset Management
212
Fisher Asset Management
Washington
$2.32M -$95.7K -486 -4%
PWA
213
Prairie Wealth Advisors
Nebraska
$2.26M -$5.71K -29 -0.3%
AR
214
Apeiron RIA
Texas
$2.25M +$1.41M +7,134 +198%
WIA
215
World Investment Advisors
California
$2.24M +$604K +3,069 +40%
MSWA
216
Marshall & Sterling Wealth Advisors
New York
$2.23M -$70.3K -357 -3%
DBIA
217
Dumont & Blake Investment Advisors
New Jersey
$2.23M -$23.6K -120 -1%
NFG
218
Nations Financial Group
Iowa
$2.2M +$276K +1,400 +15%
SSWM
219
Sheets Smith Wealth Management
North Carolina
$2.17M +$197 +1 +0%
CAL
220
Capital Analysts LLC
Pennsylvania
$2.17M +$2.01M +10,225 +7,805%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$2.16M +$510K +2,587 +33%
GFPC
222
Global Financial Private Client
Florida
$2.14M +$176K +892 +10%
MWM
223
Moulton Wealth Management
Washington
$2.14M -$1.74M -8,838 -46%
DWM
224
Darwin Wealth Management
Florida
$2.08M +$52K +264 +3%
BMCM
225
Bryn Mawr Capital Management
Pennsylvania
$2.07M -$312K -1,582 -14%
7 8
9
10 11

ITA Hedge Fund Activity: Q3 2025 in Review

880 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q3 2025, worth a combined $6.91B — up 86% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ITA positions and 40 closed out — a net gain of 141 holders — while 355 added to existing stakes and 185 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $888M. The largest seller was Bank of America, cutting an estimated $47.9M.

  • 880 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q3 2025, up from 751 in Q2 2025.
  • Funds reported $6.91B of iShares US Aerospace & Defense ETF stock for Q3 2025, up 86% quarter-over-quarter.
  • 181 funds opened new iShares US Aerospace & Defense ETF positions in Q3 2025 and 40 closed out, a net change of +141 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $888M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q3 2025 was Bank of America, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2025.