Who owns IDEF?
iShares Defense Industrials Active ETF · iShares
277 institutions reported holding IDEF, worth $4.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IDEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $1.7B | 51,978,476 | +7,428,474 shares |
| LPL Financial LLC | Fort Mill, SC | $529.8M | 16,670,755 | +3,888,620 shares |
| Morgan Stanley | New York, NY | $192.6M | 6,061,453 | +1,613,752 shares |
| Park Avenue Securities LLC | New York, NY | $152.2M | 4,789,547 | New position |
| MML Investors Services, LLC | Springfield, MA | $141.0M | 4,437,994 | +1,481,993 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $140.7M | 4,426,641 | +481,549 shares |
| Cetera Investment Advisers | Schaumburg, IL | $104.3M | 3,282,053 | +475,144 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $85.0M | 2,675,561 | New position |
| JPMorgan Chase & Co | New York, NY | $84.9M | 2,711,003 | +228,061 shares |
| Bank of New York Mellon Corp | New York, NY | $78.7M | 2,477,448 | +443,208 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IDEF?
277 institutional managers reported holding IDEF in Form 13F filings for June 30, 2026, worth $4.3B in total. The largest reported position was held by Envestnet Asset Management Inc., at $1.7B.
Did institutions buy or sell IDEF last quarter?
Reported 13F value rose 32.6% from March 31, 2026, which includes price moves as well as buying and selling. 76 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IDEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.