We are live on ! Find out more
IALT

iShares Systematic Alternatives Active ETF
IALT

388 hedge funds and large institutions have $4.98B invested in iShares Systematic Alternatives Active ETF in 2026 Q2 according to their latest regulatory filings, with 370 funds opening new positions, 18 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,400% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 2

5,278% more capital invested

Capital invested by funds: $92.6M → $4.98B (+$4.89B)

1,840% more funds holding

Funds holding: 20 → 388 (+368)

800% more funds holding in top 10

Funds holding in top 10: 1 → 9 (+8)

30.37% more ownership

Funds ownership: 73.17% → 103.54% (+30%)

Holders
388
Holders Change
+368
Holders Change %
+1,840%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.11%
New
370
Increased
18
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.42B
2
LPL Financial
LPL Financial
California
+$610M
3
JP Morgan Chase
JP Morgan Chase
New York
+$299M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$141M

Top Sellers

Rank Fund Capital Flow
1
LWM
Lionsbridge Wealth Management
Florida
-$235K
2
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
-$4.09K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
251
WealthTrak Capital Management
Virginia
$827K +$827K +29,473 New
HWM
252
Hobbs Wealth Management
Indiana
$812K +$812K +28,933 New
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$806K +$806K +28,738 New
HI
254
Harbour Investments
Wisconsin
$793K +$793K +28,279 New
UAG
255
United Advisor Group
Ohio
$790K +$790K +28,163 New
OWA
256
Oak Wealth Advisors
Illinois
$788K +$788K +28,109 New
LBC
257
Leigh Baldwin & Co
New York
$777K +$777K +27,717 New
SW
258
SlateStone Wealth
Florida
$771K +$771K +27,500 New
MWA
259
Merkkuri Wealth Advisors
New York
$720K +$720K +25,671 New
GC
260
GatePass Capital
Ohio
$700K +$700K +24,951 New
BPA
261
Beacon Pointe Advisors
California
$673K +$673K +23,992 New
GM
262
GeoWealth Management
Illinois
$667K +$667K +23,782 New
TFA
263
Transamerica Financial Advisors
Florida
$664K +$665K +23,689 New
TCA
264
Transcend Capital Advisors
New Jersey
$662K +$662K +23,600 New
MPW
265
Magnolia Private Wealth
Pennsylvania
$656K +$656K +23,369 New
SB
266
Strategic Blueprint
Georgia
$644K +$644K +22,949 New
FWM
267
FLP Wealth Management
Arkansas
$631K +$631K +22,491 New
SFG
268
Sovereign Financial Group
Connecticut
$630K +$630K +22,463 New
SGCM
269
Sanchez Gaunt Capital Management
Nevada
$629K +$629K +22,414 New
LWA
270
Lantern Wealth Advisors
New York
$614K +$614K +21,880 New
SAW
271
Signal Advisors Wealth
Michigan
$613K +$613K +21,868 New
NL
272
NWAM LLC
Washington
$612K +$612K +21,817 New
MWM
273
Maripau Wealth Management
Indiana
$608K +$608K +21,676 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$599K +$599K +21,349 New
JWCA
275
J.W. Cole Advisors
Florida
$598K +$598K +21,336 New
9 10
11
12 13

IALT Hedge Fund Activity: Q2 2026 in Review

388 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Alternatives Active ETF (IALT) for Q2 2026, worth a combined $4.98B — up 5,278% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 370 funds opened new IALT positions and 2 closed out — a net gain of 368 holders — while 18 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.42B. The largest seller was Lionsbridge Wealth Management, exiting entirely with an estimated $235K sold.

  • 388 institutional investors held iShares Systematic Alternatives Active ETF (IALT) as of Q2 2026, up from 20 in Q1 2026.
  • Funds reported $4.98B of iShares Systematic Alternatives Active ETF stock for Q2 2026, up 5,278% quarter-over-quarter.
  • 370 funds opened new iShares Systematic Alternatives Active ETF positions in Q2 2026 and 2 closed out, a net change of +368 holders.
  • The largest iShares Systematic Alternatives Active ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest iShares Systematic Alternatives Active ETF seller in Q2 2026 was Lionsbridge Wealth Management, an estimated $235K sold.

Based on aggregated 13F filings for Q2 2026.