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ISMF

iShares Managed Futures Active ETF

15 hedge funds and large institutions have $41.8M invested in iShares Managed Futures Active ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more funds holding

Funds holding: 415 (+11)

148% more capital invested

Capital invested by funds: $16.8M → $41.8M (+$24.9M)

1.61% less ownership

Funds ownership: 74.48%72.87% (-1.6%)

Holders
15
Holders Change
+11
Holders Change %
+275%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
4
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.4M +$4.23K +155 +0%
AssetMark Inc
2
AssetMark Inc
California
$15.6M +$15.6M +569,953 New
TF
3
Trek Financial
Arizona
$5.05M +$5.05M +184,929 New
AG
4
AlTi Global
New York
$1.84M +$821K +30,100 +80%
AWM
5
AE Wealth Management
Kansas
$1.02M +$1.02M +37,509 New
EFG
6
Ehrlich Financial Group
California
$537K +$537K +19,670 New
SGCM
7
Sanchez Gaunt Capital Management
Nevada
$450K +$450K +16,503 New
Jane Street
8
Jane Street
New York
$416K +$416K +15,239 New
AAS
9
Ameritas Advisory Services
Nebraska
$245K +$245K +8,975 New
BGAI
10
Bruce G. Allen Investments
Colorado
$86.1K +$5.89K +216 +7%
KFG
11
Kingdom Financial Group
Arizona
$65.7K +$65.7K +2,406 New
LAS
12
Lloyd Advisory Services
Georgia
$65.7K +$65.7K +2,406 New
JP Morgan Chase
13
JP Morgan Chase
New York
$31.3K +$31.4K +1,150 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11K +$5.46K +200 +100%
RF
15
Rossby Financial
Florida
$9.79K +$9.74K +357 New

ISMF Hedge Fund Activity: Q1 2026 in Review

15 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in iShares Managed Futures Active ETF (ISMF) for Q1 2026, worth a combined $41.8M — up 148% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ISMF positions and 0 closed out — a net gain of 11 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $15.6M.

  • 15 institutional investors held iShares Managed Futures Active ETF (ISMF) as of Q1 2026, up from 4 in Q4 2025.
  • Funds reported $41.8M of iShares Managed Futures Active ETF stock for Q1 2026, up 148% quarter-over-quarter.
  • 11 funds opened new iShares Managed Futures Active ETF positions in Q1 2026 and 0 closed out, a net change of +11 holders.
  • The largest iShares Managed Futures Active ETF buyer in Q1 2026 was AssetMark Inc, an estimated $15.6M added.

Based on aggregated 13F filings for Q1 2026.