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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
Citigroup
126
Citigroup
New York
$3.5M +$3.5M +124,896 New
CA
127
Claro Advisors
Massachusetts
$3.49M +$3.49M +124,367 New
CWAI
128
Core Wealth Advisors (Indiana)
Indiana
$3.44M +$3.44M +122,635 New
KAM
129
Kensington Asset Management
Texas
$3.37M +$3.37M +120,000 New
WQ
130
Wealth Quarterback
New Jersey
$3.33M +$3.33M +118,624 New
GSWM
131
Golden State Wealth Management
California
$3.3M +$3.3M +117,571 New
SW
132
Simplicity Wealth
New Jersey
$3.26M +$3.26M +116,258 New
SPAS
133
Spectrum Planning & Advisory Services
California
$3.23M +$3.23M +115,305 New
AWP
134
Avid Wealth Partners
Texas
$3.19M +$3.19M +113,622 New
HP
135
Holistic Planning
Texas
$3.17M +$3.17M +113,117 New
SVWG
136
Shared Vision Wealth Group
United States
$3.15M +$3.15M +112,361 New
IFG
137
Independent Financial Group
California
$3.14M +$3.14M +112,069 New
DF
138
Daviman Financial
Indiana
$3.14M +$3.14M +111,963 New
TWP
139
Tyche Wealth Partners
Texas
$3.09M +$3.09M +110,205 New
TPWA
140
Twin Peaks Wealth Advisors
California
$3.08M +$3.08M +109,971 New
VA
141
VestGen Advisors
Illinois
$3.08M +$3.08M +109,768 New
RWA
142
Redhawk Wealth Advisors
Minnesota
$3.08M +$3.08M +109,695 New
TC
143
Town Capital
Maryland
$3.06M +$3.06M +108,990 New
SWA
144
Strategies Wealth Advisors
Michigan
$3.01M +$3.01M +107,427 New
WIA
145
Wetzel Investment Advisors
Indiana
$3.01M +$3.01M +107,196 New
GWP
146
Gateway Wealth Partners
Wisconsin
$3M +$3M +107,059 New
WIA
147
World Investment Advisors
California
$2.99M +$2.99M +106,464 New
VPP
148
Vertex Planning Partners
Illinois
$2.82M +$2.82M +100,601 New
SF
149
SWP Financial
California
$2.81M +$2.81M +100,281 New
SA
150
Sovran Advisors
California
$2.8M +$2.74M +97,675 New
4 5
6
7 8

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.