iShares Defense Industrials Active ETF

BlackRock ETF Trust

Actively managed global equity fund
$3.54B NAV
113 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

iShares Defense Industrials Active ETF is an actively managed global equity fund.

Asset class
Equity
Region
Global
Management
Actively managed
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q2

The iShares Defense Industrials Active ETF (the Fund) seeks to maximize total return by investing in companies that Fund management believes are well-positioned to benefit from increased global defense and security spending.

Strategy · summarised

The fund invests at least 80% of assets in equity securities of U.S. and non-U.S. defense and related industrials companies, selecting holdings through fundamental research and analysis of defense revenue exposure, market share, and supply-chain relevance; it maintains at least 50% in aerospace and defense companies specifically. The fund is non-diversified, meaning it may hold concentrated positions in a small number of issuers. Fund management also applies large language modeling to public data to identify defense-exposed companies, though this analysis does not determine the 80% policy allocation.

Expenses
0.55%one share class
Share classExpense ratio
C0002603470.55%

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

103.01%
of net assets
Stocks98.75%
Cash & short-term4.20%
Derivatives0.06%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials46.7%
International40.3%
Information Technology6.3%
Cash4.1%
4 smaller2.5%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 4 new5 exited

New: Kongsberg Maritime AS, Ashot -Ashkelon Industries Ltd, Chicago Mercantile Exchange, CONTRA CYBERARK SOFTWA

Exited: GE, HON, AVAV, ZS, CyberArk Software Ltd

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+32.69%
3-year
12 of 36 months
5-year
12 of 60 months
Volatility
21.42%
Worst 3-yr fall
Cumulative return· May 2025 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
RTX CorpRTX8.90%$315.31M
Lockheed Martin CorpLMT4.99%$176.73M
Palantir Technologies IncPLTR4.38%$155.24M
General Dynamics CorpGD4.29%$152.12M
Northrop Grumman CorpNOC3.90%$138.41M
BlackRock Funds III3.14%$111.27M
Rolls-Royce Holdings PLC2.81%$99.72M
Mitsubishi Heavy Industries Ltd2.71%$96.13M
Rheinmetall AG2.65%$94.03M
The Boeing CoBA2.64%$93.51M
Showing 10 of 113Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 40.42% of net assets, top 25 63.83%, across 113 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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