Who owns ISMF?
iShares Managed Futures Active ETF · iShares
23 institutions reported holding ISMF, worth $45.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISMF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BlackRock, Inc. | New York, NY | $16.8M | 600,155 | No change |
| Assetmark, Inc. | Concord, CA | $16.6M | 595,205 | +25,252 shares |
| Trek Financial, LLC | Scottsdale, AZ | $5.6M | 199,079 | +14,150 shares |
| AlTi Global, Inc. | New York, NY | $2.7M | 97,600 | +30,100 shares |
| AE Wealth Management LLC | Topeka, KS | $1.2M | 41,339 | +3,830 shares |
| Ehrlich Financial Group | Laguna Niguel, CA | $717K | 25,643 | +5,973 shares |
| Sanchez Gaunt Capital Management, LLC | Reno, NV | $479K | 17,127 | +624 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $364K | 13,009 | New position |
| 5T Wealth, LLC | Napa, CA | $232K | 8,296 | New position |
| JPMorgan Chase & Co | New York, NY | $212K | 7,617 | +6,467 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ISMF?
23 institutional managers reported holding ISMF in Form 13F filings for June 30, 2026, worth $45.5M in total. The largest reported position was held by BlackRock, Inc., at $16.8M.
Did institutions buy or sell ISMF last quarter?
Reported 13F value rose 8.9% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ISMF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.