ISHARES U.S. AEROSPACE & DEF (ITA) Institutional Ownership Changes & 13F Activity

ISHARES U.S. AEROSPACE & DEF (ITA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Eagle Capital Management, Matrix Private Capital Group, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsBuy1,3336,331$1,534,658
Q1 2026Sequoia Financial AdvisorsBuy2524,998$1,093,239
Q4 2025Eagle Capital ManagementSell-28,686945$203
Q4 2025Sequoia Financial AdvisorsBuy5364,746$1,018,871
Q3 2025Sequoia Financial AdvisorsSell-1284,210$881,017
Q2 2025Sequoia Financial AdvisorsBuy1,1714,338$818,255
Q2 2025Matrix Private Capital GroupSell-2575$14,148
Q1 2025Sequoia Financial AdvisorsBuy6343,167$484,797
Q4 2024Sequoia Financial AdvisorsBuy162,533$368,158
Q3 2024Sequoia Financial AdvisorsSell-1252,517$376,629
Q3 2024Matrix Private Capital GroupSell-50100$14,964
Q2 2024Renaissance Technologies LLCBuy7,00017,600$2,324,080
Q2 2024Sequoia Financial AdvisorsSell-2222,642$348,899
Q1 2024Renaissance Technologies LLCSell-12,80010,600$1,398
Q1 2024Sequoia Financial AdvisorsSell-312,864$377,810
Q4 2023Renaissance Technologies LLCBuy15,40023,400$2,962
Q4 2023Sequoia Financial AdvisorsSell-2722,895$366,445
Q3 2023Sequoia Financial AdvisorsBuy273,167$335,599
Q2 2023Renaissance Technologies LLCBuy8,0008,000$933
Q2 2023Matrix Private Capital GroupBuy150150$17,501
Q2 2023Sequoia Financial AdvisorsBuy23,140$366,315
Q1 2023Sequoia Financial AdvisorsBuy9023,138$361,092
Q4 2022Sequoia Financial AdvisorsBuy1912,236$250,115
Q1 2018Sequoia Financial AdvisorsSell-252,045$405
Q3 2017Sequoia Financial AdvisorsBuy2,0702,070$369
Q4 2016Eagle Capital ManagementBuy29,63129,631$4,164

Frequently asked questions about ITA activity

  • Which institutional owners are buying ITA?

    Institutional owners buying ITA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ITA activity?

    "Buy" means an investor increased their reported position in ITA compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. AEROSPACE & DEF (ITA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ITA increasing?

    Institutional interest in ITA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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