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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
Bank of America
1
Bank of America
North Carolina
$566M -$40M -240,844 -7%
Morgan Stanley
2
Morgan Stanley
New York
$347M +$8.11M +48,875 +3%
LPL Financial
3
LPL Financial
California
$281M +$63.1M +380,178 +34%
Wells Fargo
4
Wells Fargo
California
$168M +$8.88M +53,478 +6%
Ameriprise
5
Ameriprise
Minnesota
$147M +$8.92M +53,710 +7%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$115M +$74.8M +450,652 +283%
UBS Group
7
UBS Group
Switzerland
$114M +$23.1K +139 +0%
Raymond James Financial
8
Raymond James Financial
Florida
$98.8M +$12.1M +73,117 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$77.1M +$4.88M +29,425 +8%
Goldman Sachs
10
Goldman Sachs
New York
$62.8M -$15.2M -91,677 -22%
Osaic Holdings
11
Osaic Holdings
Arizona
$57.6M +$4.28M +25,789 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$57.3M +$1.08M +6,502 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$52M +$9.76M +58,770 +27%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$50.8M +$7.01M +42,241 +19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$47.9M +$626K +3,771 +2%
Stifel Financial
16
Stifel Financial
Missouri
$39.6M +$5.87M +35,354 +20%
HighTower Advisors
17
HighTower Advisors
Illinois
$35.7M +$1.58M +9,516 +5%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$34.5M +$1.66M +10,008 +6%
Truist Financial
19
Truist Financial
North Carolina
$33.8M +$3.22M +19,425 +12%
JP Morgan Chase
20
JP Morgan Chase
New York
$31M -$6.41M -38,631 -19%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$27.5M +$948K +5,711 +4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$26.2M +$1.13M +6,789 +5%
SFI
23
SPC Financial Inc
Maryland
$23.9M -$687K -4,138 -3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$22.2M +$17.3M +104,309 +788%
JCM
25
Janney Capital Management
Pennsylvania
$20.5M -$491K -2,959 -3%

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.