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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
WWA
76
WCG Wealth Advisors
Nevada
$4.01M +$4.17M +126,199 New
EPW
77
Endeavor Private Wealth
Kansas
$3.95M +$1.12M +33,913 +38%
CAM
78
Cobblestone Asset Management
Virginia
$3.92M +$451K +13,633 +12%
VA
79
VestGen Advisors
Illinois
$3.77M +$774K +23,399 +25%
SWM
80
SigFig Wealth Management
California
$3.67M +$657K +19,885 +20%
TFGT
81
TS Financial Group (TSFG)
Illinois
$3.66M +$3.8M +115,038 New
GWP
82
Gateway Wealth Partners
Wisconsin
$3.62M -$2.14M -64,853 -36%
MYIA
83
Mount Yale Investment Advisors
Colorado
$3.55M +$497K +15,040 +16%
AWM
84
Able Wealth Management
New Jersey
$3.42M +$2.23M +67,556 +169%
SCA
85
Snowden Capital Advisors
New York
$3.37M +$3.5M +105,957 New
RWA
86
Redhawk Wealth Advisors
Minnesota
$3.26M +$3.39M +102,604 New
SW
87
Simplicity Wealth
New Jersey
$3.22M +$1.19M +36,078 +55%
DF
88
Daviman Financial
Indiana
$3.12M +$3.24M +98,114 New
OMC
89
Old Mission Capital
Illinois
$3.11M +$3.24M +97,916 New
EC
90
Elequin Capital
New York
$3.05M +$3.17M +96,009 New
CWS
91
Cypress Wealth Services
California
$3.05M +$493K +14,905 +18%
AAS
92
Ameritas Advisory Services
Nebraska
$3.01M +$2.86M +86,440 +1,038%
SA
93
Sovran Advisors
California
$2.97M +$582K +17,608 +24%
LWM
94
Liberty Wealth Management
California
$2.93M – – –
FFA
95
Founders Financial Alliance
North Carolina
$2.84M +$2.95M +89,162 +31,958%
KWM
96
Keebeck Wealth Management
Illinois
$2.84M +$294K +8,877 +11%
HighTower Advisors
97
HighTower Advisors
Illinois
$2.81M +$1.8M +54,514 +161%
CWAI
98
Core Wealth Advisors (Indiana)
Indiana
$2.79M +$315K +9,517 +12%
Citigroup
99
Citigroup
New York
$2.75M +$2.35M +70,977 +457%
PIA
100
Pinion Investment Advisors
Kansas
$2.74M +$2.85M +86,321 New
2 3
4
5 6

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.