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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

ITA

ITA 13F Filings: Institutional Buyers & Sellers

Ishares U.s. Aerospace & Def

-$907.0M

Net Activity

Institutions Holding

1018

Popularity Rank

#431

Avg Weight

0.26%

Total Value

$6.6B

Ownership Trend

1018 institutions currently hold ITA, with 555 net buyers and 374 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

374

Net Buying Institutions

555

Key Holders

Key Holders

Top 5 by Value

Bank Of America CORP /de/

LPL Financial LLC

Wells Fargo & Company/mn

Top 5 by Conviction

MinichMacGregor Wealth Management, LLC

Cadent Capital Advisors, LLC

AlphaCore Capital LLC

Dynasty Wealth Management, LLC

Sagespring Wealth Partners, LLC

View all 1018 holding institutions

Quarterly Activity

Recent Activity

+$5.0B

Total Buy Value

$4.0B

Total Sell Value

New buy148

Trim270

Add407

Sold out104

555

Net Buyers

374

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES U.S. AEROSPACE & DEF (ITA)?

Major stakeholders currently include Morgan Stanley ($656.5M), Bank Of America CORP /de/ ($655.8M), LPL Financial LLC ($507.9M). Based on the latest 13F filings, there are a total of 1018 tracked investment funds and institutions maintaining positions in ITA.

What is the overall institutional sentiment toward ITA recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $907.0M, driven by 555 managers accumulating shares while 374 reduced their exposure.

Which institutions have been selling or reducing their ITA positions?

In the latest period, 270 funds trimmed their holdings, and 104 managers completely exited their positions. The aggregate reported sell value was $4.0B.

Are there any notable investors adding ITA to their portfolios?

Yes, buying activity remains notable. 148 institutions opened new positions in {ticker}, and 407 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.0B.

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