UBS Group’s iShares Managed Futures Active ETF ISMF Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-18	Closed	-$477	–	11490
2025 Q3	$477	Buy	+18	New	+$456	﹤0.01%	9654
2025 Q2	–	Sell	-54	Closed	-$1.36K	–	11133
2025 Q1	$1.36K	Buy	+54	New	+$1.36K	﹤0.01%	9523

Other funds holding ISMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

BGAI

Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's ISMF Position: Q4 2025 in Review

UBS Group sold out of iShares Managed Futures Active ETF (ISMF) in Q4 2025, closing a stake of 18 shares — an estimated $477 sold.

UBS Group first reported a position in ISMF in Q1 2025 and held it in 2 quarters. The position peaked at $1.36K in Q1 2025. 4 funds tracked by Wall St. Rank hold ISMF as of Q4 2025.

UBS Group reported no remaining iShares Managed Futures Active ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 18 iShares Managed Futures Active ETF shares in Q4 2025, an estimated $477.
UBS Group first reported a position in iShares Managed Futures Active ETF in Q1 2025 and held it in 2 quarters.
UBS Group's iShares Managed Futures Active ETF position peaked at $1.36K in Q1 2025.
4 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.