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IDEF

iShares Defense Industrials Active ETF
IDEF

219 hedge funds and large institutions have $3.38B invested in iShares Defense Industrials Active ETF in 2026 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,320% more capital invested

Capital invested by funds: $18.3M → $3.38B (+$3.36B)

10,300% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 2

1,585% more funds holding

Funds holding: 13 → 219 (+206)

59.78% more ownership

Funds ownership: 43.73% → 103.51% (+60%)

Holders
219
Holders Change
+206
Holders Change %
+1,584.62%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
208
Increased
10
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55B
2
LPL Financial
LPL Financial
California
+$444M
3
Morgan Stanley
Morgan Stanley
New York
+$155M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$148M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$137M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
2
CI
CX Institutional
Indiana
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
201
Key Capital Management
Tennessee
$12K +$12.8K +368 New
SS
202
Sunbelt Securities
Texas
$10.2K +$10.9K +312 New
AUB
203
Atlantic Union Bankshares
Virginia
$9.33K +$9.92K +285 New
FFA
204
Founders Financial Alliance
North Carolina
$9.13K +$9.71K +279 New
Fidelity Investments
205
Fidelity Investments
Massachusetts
$8.61K +$9.16K +263 New
ACA
206
Aptus Capital Advisors
Alabama
$7.89K +$8.39K +241 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$7.39K +$7.87K +226 New
GWANC
208
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.81K +$7.24K +208 New
RF
209
Rossby Financial
Florida
$6.17K +$6.37K +183 New
T
210
Tidemark
California
$5.5K +$5.85K +168 New
ACA
211
American Capital Advisory
Idaho
$4.66K – – –
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$4.09K +$4.35K +125 New
MWA
213
Merkkuri Wealth Advisors
New York
$4.06K +$4.32K +124 New
CA
214
Clearstead Advisors
Ohio
$2.75K +$1.04K +30 +56%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$2.55K +$2.72K +78 New
RFP
216
Root Financial Partners
California
$2K +$2.12K +61 New
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.6K +$1.71K +49 New
GWM
218
Gilpin Wealth Management
Colorado
$1.34K +$1.43K +41 New
NS
219
NBC Securities
Alabama
$654 +$696 +20 New
Citadel Advisors
220
Citadel Advisors
Florida
– -$1.16M -37,676 Closed
CI
221
CX Institutional
Indiana
– -$3K -100 Closed
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