ISHARS DEF IND TC AC ETF-UI (IDEF) Institutional Ownership Changes & 13F Activity

ISHARS DEF IND TC AC ETF-UI (IDEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Jane Street Group, Llc, Foundations Investment Advisors, Llc, Raymond James Financial Inc, and Flow Traders U.S. Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+76,995+56.4%213,545$6.79MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+43,68343,683$1.39MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+7474$2.35KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+8,6258,625$274.10KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+214,710+20.1%1,285,564$40.80MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+107,387+75.9%248,823$7.91MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+31,41431,414$998.34KQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+8,6378,637$274.48KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+8,165+43.4%26,971$857.14KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+698,084+885.8%776,896$24.69MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+467,066+1088.6%509,972$16.21MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+340,886+19.2%2,112,012$67.12MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+269,710269,710$8.57MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+237,068237,068$7.53MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+168,518168,518$5.36MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+152,439+46.4%480,915$15.19MQ2 2026Aug 14, 2026
&PartnersBuy+127,788+72.6%303,824$9.71MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+126,199126,199$4.01MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+97,91697,916$3.11MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+86,440+1037.6%94,771$3.01MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+81,725+183.0%126,374$4.02MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+78,108+66.2%196,071$6.23MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+70,311+20.9%406,033$12.90MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+63,574+38.6%228,351$7.26MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+60,355+23.1%321,623$10.22MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+40,487+23.1%215,719$6.86MQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+33,913+37.6%124,160$3.95MQ2 2026Aug 14, 2026
Invst, LlcBuy+29,032+20.2%172,470$5.48MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+28,911+86.2%62,442$1.98MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+19,97319,973$634.75KQ2 2026Aug 14, 2026
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Frequently asked questions about IDEF activity

  • Which institutional owners are buying IDEF?

    Institutional owners buying IDEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IDEF activity?

    "Buy" means an investor increased their reported position in IDEF compared to the prior reporting period. This reflects growing exposure to ISHARS DEF IND TC AC ETF-UI (IDEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IDEF increasing?

    Institutional interest in IDEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.