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IDEF

iShares Defense Industrials Active ETF

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: 219266 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
201
Hanlon Investment Management
New Jersey
$300K +$15.4K +466 +5%
WS
202
Wedbush Securities
California
$296K +$33.6K +1,017 +12%
SGCM
203
Sanchez Gaunt Capital Management
Nevada
$281K +$12K +363 +4%
SIG
204
Spinnaker Investment Group
California
$277K +$288K +8,724 New
ABTD
205
Arvest Bank Trust Division
Oklahoma
$267K +$278K +8,400 New
AWMI
206
Aegis Wealth Management (Iowa)
Iowa
$266K +$49.7K +1,502 +22%
KA
207
Kovack Advisors
Florida
$260K +$270K +8,164 New
Cerity Partners
208
Cerity Partners
New York
$259K +$269K +8,139 New
HKIMG
209
Hutchens & Kramer Investment Management Group
Indiana
$258K +$165 +5 +0.1%
MWM
210
Maripau Wealth Management
Indiana
$257K +$34.4K +1,040 +15%
KFS
211
Kelly Financial Services
Massachusetts
$257K +$29K +878 +12%
RFP
212
RCS Financial Planning
Maryland
$243K +$10.9K +331 +5%
SI
213
Seeds Investor
New York
$239K +$32.6K +987 +15%
FA
214
Fedenia Advisers
Wisconsin
$239K +$39K +1,178 +19%
EWA
215
EverSource Wealth Advisors
Alabama
$228K -$4.4K -133 -2%
GFA
216
Gallagher Fiduciary Advisors
Illinois
$225K +$14.2K +429 +6%
FWWM
217
Fiscal Wisdom Wealth Management
Connecticut
$223K +$232K +7,010 New
PIA
218
Perennial Investment Advisors
California
$213K +$221K +6,693 New
RSWM
219
Robertson Stephens Wealth Management
California
$206K +$215K +6,496 New
BRPW
220
Ballast Rock Private Wealth
South Carolina
$200K +$208K +6,299 New
CA
221
Continuum Advisory
Idaho
$184K +$191K +5,788 New
GM
222
GeoWealth Management
Illinois
$143K +$22.4K +676 +18%
VWM
223
Vermillion Wealth Management
Minnesota
$141K +$147K +4,437 New
VR
224
Vision Retirement
New Jersey
$136K +$111K +3,350 +356%
NRC
225
New Republic Capital
North Carolina
$116K +$14.7K +445 +14%

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.