AG
ISMF

AlTi Global’s iShares Managed Futures Active ETF ISMF Stock Holding History

AlTi Global’s Portfolio ISMF Stock Details ISMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
67,500
+30,100
+80% +$821K 0.04% 164
2025
Q4 		$983K Buy
+37,400
New +$1M 0.02% 234

Other funds holding ISMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

AlTi Global's ISMF Position: Q1 2026 in Review

AlTi Global increased its iShares Managed Futures Active ETF (ISMF) stake by 80% in Q1 2026, buying an estimated $821K and bringing the position to 67,500 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #164.

AlTi Global first reported a position in ISMF in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ISMF as of Q1 2026.

  • AlTi Global held 67,500 shares of iShares Managed Futures Active ETF worth $1.84M as of Q1 2026.
  • AlTi Global bought 30,100 iShares Managed Futures Active ETF shares in Q1 2026, an estimated $821K.
  • iShares Managed Futures Active ETF made up 0.04% of AlTi Global's portfolio in Q1 2026, its #164 holding.
  • AlTi Global first reported a position in iShares Managed Futures Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.