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iShares US Aerospace & Defense ETF

698 hedge funds and large institutions have $2.77B invested in iShares US Aerospace & Defense ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 614 (+8)

63% more call options, than puts

Call options by funds: $130M | Put options by funds: $80M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

0% more funds holding

Funds holding: 696698 (+2)

0.98% less ownership

Funds ownership: 44.98%44.01% (-0.98%)

9% less capital invested

Capital invested by funds: $3.05B → $2.77B (-$282M)

17% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 253

Holders
698
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
9.36%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
73
Increased
211
Reduced
253
Closed
60
Calls
$130M
Puts
$80M
Net Calls
+$50.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$496M -$130M -852,998 -21%
Morgan Stanley
2
Morgan Stanley
New York
$274M -$19.2M -125,681 -7%
LPL Financial
3
LPL Financial
California
$170M -$406K -2,656 -0.2%
Wells Fargo
4
Wells Fargo
California
$128M +$1.83M +12,011 +1%
Ameriprise
5
Ameriprise
Minnesota
$111M -$8.03M -52,569 -7%
UBS Group
6
UBS Group
Switzerland
$92.8M +$8.53M +55,823 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$69M -$3.08M -20,195 -4%
Goldman Sachs
8
Goldman Sachs
New York
$65M +$23.2M +151,757 +56%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$58.1M -$5.14M -33,659 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$45.5M -$2.11M -13,799 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$42.8M +$2.78M +18,197 +7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$38.3M +$3.5M +22,941 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$34.8M +$10.1M +65,889 +41%
MML Investors Services
14
MML Investors Services
Massachusetts
$33.2M -$4.33M -28,373 -12%
JP Morgan Chase
15
JP Morgan Chase
New York
$31.1M -$640K -4,188 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$27.5M +$4.82M +31,536 +21%
Stifel Financial
17
Stifel Financial
Missouri
$26.7M -$18.8M -122,819 -41%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$26.5M +$3.97M +26,015 +18%
Truist Financial
19
Truist Financial
North Carolina
$24.5M +$420K +2,750 +2%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$24.4M +$23.1M +151,155 +1,908%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$662K +4,337 +3%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$20.5M +$1.8M +11,768 +10%
SFI
23
SPC Financial Inc
Maryland
$20.1M -$140K -916 -0.7%
JCM
24
Janney Capital Management
Pennsylvania
$17.1M -$345K -2,256 -2%
CCA
25
Cadent Capital Advisors
Oklahoma
$16.4M -$396K -2,595 -2%

ITA Hedge Fund Activity: Q1 2025 in Review

698 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Aerospace & Defense ETF (ITA) for Q1 2025, worth a combined $2.77B — down 9.2% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ITA positions and 60 closed out — a net gain of 13 holders — while 211 added to existing stakes and 253 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $130M.

  • 698 institutional investors held iShares US Aerospace & Defense ETF (ITA) as of Q1 2025, up from 696 in Q4 2024.
  • Funds reported $2.77B of iShares US Aerospace & Defense ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 73 funds opened new iShares US Aerospace & Defense ETF positions in Q1 2025 and 60 closed out, a net change of +13 holders.
  • The largest iShares US Aerospace & Defense ETF buyer in Q1 2025 was Goldman Sachs, an estimated $23.2M added.
  • The largest iShares US Aerospace & Defense ETF seller in Q1 2025 was Bank of America, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2025.