13F Insight
DOSSIER · 13F Holders · Q2 2026
ISMF

ISHARES MANAGED FUTURES ACTIVE ETF

24 institutions still hold ISHARES MANAGED FUTURES ACTIVE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09290C731·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
24
filers reporting
Concentration
36.75%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported ISMF in Q2 2026. BlackRock, Inc. leads at 36.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$17M600K0.00%Q2 202602
ASSETMARK, INC
CIK 0001344551
$17M595K0.03%Q2 202603
Trek Financial, LLC
CIK 0001768195
$6M199K0.28%Q2 202604
AlTi Global, Inc.
CIK 0001838615
$3M98K0.06%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$1M41K0.01%Q2 202606
EHRLICH FINANCIAL GROUP
CIK 0002010632
$717K26K0.37%Q2 202607
Sanchez Gaunt Capital Management, LLC
CIK 0002113492
$450K17K0.28%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$416K15K0.00%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$364K13K0.00%Q2 202610
5T Wealth, LLC
CIK 0002039313
$232K8K0.09%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$212K8K0.00%Q2 202612
TRUST CO OF TOLEDO NA /OH/
CIK 0001008937
$193K7K0.02%Q2 202613
Bruce G. Allen Investments, LLC
CIK 0002005409
$88K3K0.06%Q2 202614
Kingdom Financial Group LLC.
CIK 0001962236
$66K2K0.02%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$16K5440.00%Q2 202616
Rossby Financial, LCC
CIK 0002056510
$10K3570.00%Q2 202617
Montgomery Financial Services LLC
CIK 0002149844
$9K3280.01%Q2 202618
Global Retirement Partners, LLC
CIK 0001749744
$8K2760.00%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$6K2170.00%Q2 202620
Lloyd Advisory Services, LLC.
CIK 0001802474
$4K1340.00%Q2 2026
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