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IDEF

iShares Defense Industrials Active ETF
IDEF

266 hedge funds and large institutions have $4.18B invested in iShares Defense Industrials Active ETF in 2026 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 171 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

969% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 16

500% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $3.38B → $4.18B (+$804M)

21% more funds holding

Funds holding: 219 → 266 (+47)

0.6% less ownership

Funds ownership: 103.51% → 102.92% (-0.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $585K

Holders
266
Holders Change
+47
Holders Change %
+21.46%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
171
Reduced
16
Closed
12
Calls
–
Puts
$585K
Net Calls
-$585K
Net Calls Change
-$585K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$246M
2
PAS
Park Avenue Securities
New York
+$158M
3
LPL Financial
LPL Financial
California
+$129M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$88.5M
5
Morgan Stanley
Morgan Stanley
New York
+$53.4M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$7.48M
2
MGWM
Marks Group Wealth Management
Minnesota
-$5.28M
3
SA
Scarborough Advisors
Maryland
-$2.88M
4
GWP
Gateway Wealth Partners
Wisconsin
-$2.14M
5
Mariner
Mariner
Kansas
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$6.34M +$740K +22,383 +13%
Osaic Holdings
52
Osaic Holdings
Arizona
$6.23M +$2.58M +78,108 +66%
SPC
53
Sigma Planning Corp
Michigan
$6.05M +$23K +697 +0.4%
DWM
54
Diversify Wealth Management
Utah
$5.91M +$1.37M +41,343 +29%
DAS
55
Diversify Advisory Services
Utah
$5.91M +$6.03M +182,404 New
JE
56
JMAC Enterprises
Pennsylvania
$5.84M +$6.08M +183,731 New
WA
57
Wealth Alliance
New York
$5.73M -$894K -27,032 -13%
ASN
58
Advisory Services Network
Georgia
$5.49M +$56.2K +1,700 +1%
I
59
INVST
Indiana
$5.48M +$960K +29,032 +20%
CAM
60
Cresset Asset Management
Illinois
$5.36M +$5.57M +168,518 New
FFA
61
Farther Finance Advisors
California
$5.25M +$1.84M +55,509 +51%
MFG
62
Merit Financial Group
Georgia
$5.09M +$1.1M +33,170 +26%
AWM
63
Apollon Wealth Management
South Carolina
$5.01M +$3.19M +96,443 +157%
BTI
64
Blue Trust Inc
Georgia
$4.93M +$213K +6,449 +4%
PAG
65
Private Advisor Group
New Jersey
$4.93M +$2.63M +79,393 +105%
BHWM
66
Bay Harbor Wealth Management
Maryland
$4.8M +$359K +10,872 +8%
WP
67
WealthShield Partners
North Carolina
$4.76M +$498K +15,066 +11%
FTWA
68
Fifth Third Wealth Advisors
Ohio
$4.73M +$1.53M +46,242 +45%
BWM
69
BCGM Wealth Management
Indiana
$4.71M +$683K +20,656 +16%
VT
70
Vise Technologies
New York
$4.35M +$4.53M +136,936 New
WIA
71
World Investment Advisors
California
$4.31M +$321K +9,700 +8%
TPWA
72
Twin Peaks Wealth Advisors
California
$4.29M +$863K +26,091 +24%
PCA
73
Prosperity Capital Advisors
Ohio
$4.25M +$2.47M +74,625 +126%
CIA
74
Concurrent Investment Advisors
Florida
$4.17M +$1.03M +31,052 +31%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$4.02M +$2.7M +81,725 +183%
1 2
3
4 5

IDEF Hedge Fund Activity: Q2 2026 in Review

266 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in iShares Defense Industrials Active ETF (IDEF) for Q2 2026, worth a combined $4.18B — up 24% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IDEF positions and 12 closed out — a net gain of 60 holders — while 171 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $246M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $7.48M sold.

  • 266 institutional investors held iShares Defense Industrials Active ETF (IDEF) as of Q2 2026, up from 219 in Q1 2026.
  • Funds reported $4.18B of iShares Defense Industrials Active ETF stock for Q2 2026, up 24% quarter-over-quarter.
  • 72 funds opened new iShares Defense Industrials Active ETF positions in Q2 2026 and 12 closed out, a net change of +60 holders.
  • The largest iShares Defense Industrials Active ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $246M added.
  • The largest iShares Defense Industrials Active ETF seller in Q2 2026 was Beaumont Financial Advisors, an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2026.