iShares Strategic Metals ETF
ISTM
13 hedge funds and large institutions have $18.4M invested in iShares Strategic Metals ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
225% more funds holding
Funds holding: 4 → 13 (+9)
134% more capital invested
Capital invested by funds: $7.84M → $18.4M (+$10.5M)
7.09% more ownership
Funds ownership: 68.95% → 76.04% (+7.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$7.5M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$2.43M |
| 3 |
Jane Street
New York
|
+$612K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$507K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AssetMark Inc
Concord,
California
| $7.27M | +$7.5M | +240,963 | New |
|
|
2
BlackRock
New York
| $5.86M | -$1.4M | -44,934 | -19% |
|
|
TF
3
Trek Financial
Scottsdale,
Arizona
| $2.36M | +$2.43M | +78,110 | New |
|
|
4
Jane Street
New York
| $1.26M | +$612K | +19,647 | +88% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $491K | +$507K | +16,274 | New |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $416K | – | – | – |
|
|
GSEP
7
Golden State Equity Partners
South Coast Metro,
California
| $305K | +$315K | +10,100 | New |
|
|
SGCM
8
Sanchez Gaunt Capital Management
Reno,
Nevada
| $212K | +$219K | +7,026 | New |
|
|
AAS
9
Ameritas Advisory Services
Lincoln,
Nebraska
| $115K | +$118K | +3,801 | New |
|
|
KFG
10
Kingdom Financial Group
Peoria,
Arizona
| $30.6K | +$31.5K | +1,013 | New |
|
|
LAS
11
Lloyd Advisory Services
Suwanee,
Georgia
| $30.6K | +$31.5K | +1,013 | New |
|
|
RF
12
Rossby Financial
Melbourne,
Florida
| $4.6K | +$4.7K | +151 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| $2.84K | -$20.3K | -653 | -87% |
|
ISTM Hedge Fund Activity: Q1 2026 in Review
13 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Strategic Metals ETF (ISTM) for Q1 2026, worth a combined $18.4M — up 134% from $7.84M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISTM positions and 0 closed out — a net gain of 9 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $7.5M. The largest seller was BlackRock, cutting an estimated $1.4M.
- 13 institutional investors held iShares Strategic Metals ETF (ISTM) as of Q1 2026, up from 4 in Q4 2025.
- Funds reported $18.4M of iShares Strategic Metals ETF stock for Q1 2026, up 134% quarter-over-quarter.
- 9 funds opened new iShares Strategic Metals ETF positions in Q1 2026 and 0 closed out, a net change of +9 holders.
- The largest iShares Strategic Metals ETF buyer in Q1 2026 was AssetMark Inc, an estimated $7.5M added.
- The largest iShares Strategic Metals ETF seller in Q1 2026 was BlackRock, an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2026.