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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
PIA
101
Polaris Investment Advisors
Massachusetts
$2.67M +$1.66M +50,262 +149%
AAP
102
Arax Advisory Partners
Colorado
$2.64M +$2.74M +83,010 New
OWCM
103
One Wealth Capital Management
Arizona
$2.62M +$742K +22,428 +37%
AWM
104
Alterna Wealth Management
Texas
$2.62M +$2.36M +71,306 +640%
LF
105
Lantz Financial
Illinois
$2.55M +$418K +12,634 +19%
ACM
106
Absolute Capital Management
Pennsylvania
$2.49M +$780K +23,604 +43%
AR
107
Apeiron RIA
Texas
$2.45M +$95.7K +2,894 +4%
MOS
108
MGO One Seven
Ohio
$2.42M +$424K +12,833 +20%
PRAG
109
Portfolio Resources Advisor Group
Florida
$2.2M +$309K +9,354 +16%
KAS
110
Kestra Advisory Services
Texas
$2.18M +$944K +28,556 +71%
CPG
111
Cornerstone Planning Group
New Jersey
$2.18M +$454K +13,733 +25%
CAG
112
Csenge Advisory Group
Florida
$2.11M +$114K +3,435 +5%
LFWA
113
LiftPoint Family Wealth Advisors
New Jersey
$2.11M +$386K +11,673 +21%
ATS
114
Ashton Thomas Securities
New York
$2.02M +$2.1M +63,486 New
WWM
115
Western Wealth Management
Colorado
$1.98M +$956K +28,911 +86%
SVWG
116
Shared Vision Wealth Group
United States
$1.98M +$95.5K +2,887 +5%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$1.94M +$2.02M +61,138 New
AWM
118
AE Wealth Management
Kansas
$1.83M +$1.24M +37,548 +189%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$1.8M +$1.41M +42,787 +307%
IA
120
IFP Advisors
Florida
$1.79M +$379K +11,459 +25%
RA
121
RFG Advisory
Alabama
$1.79M +$148K +4,490 +9%
HPM
122
Hoxton Planning & Management
West Virginia
$1.72M +$47.6K +1,439 +3%
BWMG
123
Barnes Wealth Management Group
California
$1.66M +$78.3K +2,367 +5%
ATPW
124
Ashton Thomas Private Wealth
Arizona
$1.57M +$1.43M +43,208 +710%
LIA
125
LifePlan Investment Advisors
North Carolina
$1.49M +$201K +6,089 +15%
3 4
5
6 7

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.