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ISMF

iShares Managed Futures Active ETF

23 hedge funds and large institutions have $45.5M invested in iShares Managed Futures Active ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

53% more funds holding

Funds holding: 1523 (+8)

9% more capital invested

Capital invested by funds: $41.8M → $45.5M (+$3.72M)

3.15% more ownership

Funds ownership: 72.87%76.02% (+3.1%)

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.8M
AssetMark Inc
2
AssetMark Inc
California
$16.6M +$708K +25,252 +4%
TF
3
Trek Financial
Arizona
$5.57M +$397K +14,150 +8%
AG
4
AlTi Global
New York
$2.73M +$844K +30,100 +45%
AWM
5
AE Wealth Management
Kansas
$1.16M +$107K +3,830 +10%
EFG
6
Ehrlich Financial Group
California
$717K +$167K +5,973 +30%
SGCM
7
Sanchez Gaunt Capital Management
Nevada
$479K +$17.5K +624 +4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$364K +$365K +13,009 New
5W
9
5T Wealth
California
$232K +$232K +8,296 New
JP Morgan Chase
10
JP Morgan Chase
New York
$212K +$181K +6,467 +562%
Jane Street
11
Jane Street
New York
$201K -$225K -8,040 -53%
TCOT
12
Trust Company of Toledo
Ohio
$193K +$193K +6,892 New
BGAI
13
Bruce G. Allen Investments
Colorado
$88.2K
KFG
14
Kingdom Financial Group
Arizona
$65.8K -$1.49K -53 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16K +$4.04K +144 +36%
RF
16
Rossby Financial
Florida
$9.98K
MFS
17
Montgomery Financial Services
Maryland
$9.17K +$9.19K +328 New
GRP
18
Global Retirement Partners
California
$7.72K +$7.74K +276 New
Osaic Holdings
19
Osaic Holdings
Arizona
$6.07K +$6.08K +217 New
LAS
20
Lloyd Advisory Services
Georgia
$3.75K -$63.7K -2,272 -94%
Wells Fargo
21
Wells Fargo
California
$3.27K +$3.28K +117 New
CA
22
Continuum Advisory
Idaho
$1.96K +$1.96K +70 New
CRI
23
Commonwealth Retirement Investments
Virginia
$1.59K +$1.6K +57 New
AAS
24
Ameritas Advisory Services
Nebraska
-$245K -8,975 Closed

ISMF Hedge Fund Activity: Q2 2026 in Review

23 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in iShares Managed Futures Active ETF (ISMF) for Q2 2026, worth a combined $45.5M — up 8.9% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISMF positions and 1 closed out — a net gain of 8 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was AlTi Global, adding an estimated $844K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $245K sold.

  • 23 institutional investors held iShares Managed Futures Active ETF (ISMF) as of Q2 2026, up from 15 in Q1 2026.
  • Funds reported $45.5M of iShares Managed Futures Active ETF stock for Q2 2026, up 8.9% quarter-over-quarter.
  • 9 funds opened new iShares Managed Futures Active ETF positions in Q2 2026 and 1 closed out, a net change of +8 holders.
  • The largest iShares Managed Futures Active ETF buyer in Q2 2026 was AlTi Global, an estimated $844K added.
  • The largest iShares Managed Futures Active ETF seller in Q2 2026 was Ameritas Advisory Services, an estimated $245K sold.

Based on aggregated 13F filings for Q2 2026.