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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
CA
151
Chatterton & Associates
California
$2.79M +$2.74M +97,798 New
EPW
152
Endeavor Private Wealth
Kansas
$2.75M +$2.75M +98,073 New
AR
153
Apeiron RIA
Texas
$2.73M +$2.73M +97,466 New
CPG
154
Cornerstone Planning Group
New Jersey
$2.71M +$2.64M +93,945 New
PA
155
PFG Advisors
Arizona
$2.7M +$2.7M +96,143 New
B
156
Bedminster
South Carolina
$2.67M +$2.67M +95,170 New
EL
157
EQ LLC
Washington
$2.57M +$2.57M +91,703 New
KWM
158
Kingsview Wealth Management
Oregon
$2.56M +$2.56M +91,390 New
EFG
159
Ehrlich Financial Group
California
$2.53M +$2.53M +90,355 New
CAG
160
Csenge Advisory Group
Florida
$2.52M +$2.52M +89,823 New
EL
161
EWA LLC
Pennsylvania
$2.49M +$2.49M +88,911 New
HPM
162
Hoxton Planning & Management
West Virginia
$2.46M +$2.46M +87,538 New
ATS
163
Ashton Thomas Securities
New York
$2.44M +$2.44M +87,123 New
OWCM
164
One Wealth Capital Management
Arizona
$2.41M +$2.41M +85,937 New
BWM
165
BlackDiamond Wealth Management
New York
$2.4M +$1.47M +52,514 +172%
MG
166
Mather Group
Illinois
$2.34M +$2.34M +83,388 New
BFG
167
Beto Financial Group
Idaho
$2.33M +$2.3M +81,885 New
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$2.28M +$2.28M +81,342 New
AWM
169
Apollon Wealth Management
South Carolina
$2.27M +$2.27M +80,883 New
IWS
170
Intentional Wealth Strategies
Colorado
$2.26M +$2.26M +80,649 New
TF
171
Theory Financial
Colorado
$2.25M +$2.25M +80,322 New
SWP
172
Stratos Wealth Partners
Ohio
$2.23M +$2.23M +79,350 New
ASN
173
Advisory Services Network
Georgia
$2.22M +$2.22M +79,157 New
WP
174
WealthShield Partners
North Carolina
$2.18M +$2.18M +77,709 New
TWM
175
Tradition Wealth Management
Minnesota
$2.1M +$2.1M +74,889 New
5 6
7
8 9

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.