iShares Managed Futures Active ETF - Common Stock (ISMF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ISMF
Shares outstanding
1,160,542
Price per share
$27.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
640,539
Total reported value
$16,833,109
% of total 13F portfolios
0%
Share change
+14,216
Value change
+$368,640
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Managed Futures Active ETF - Common Stock (ISMF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 52% -26% $15,846,000 600,000 0% BlackRock Portfolio Management LLC 31 Jan 2026

As of 31 Dec 2025, 4 institutional investors reported holding 640,539 shares of iShares Managed Futures Active ETF - Common Stock (ISMF). This represents 55% of the company’s total 1,160,542 outstanding shares.

Top 7 Institutional Shareholders

The largest institutional shareholders of iShares Managed Futures Active ETF - Common Stock (ISMF) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 52% 600,000 0% 0% $15,768,000
AlTi Global, Inc. 3.2% 37,400 0.02% $982,872
Bruce G. Allen Investments, LLC 0.25% 2,939 -24% 0.05% $77,237
ROYAL BANK OF CANADA 0.02% 200 0% $5,000
JANE STREET GROUP, LLC 0% 0 -100% $0
UBS Group AG 0% 0 -100% $0
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0% 0 -100% $0

Institutional Holders of iShares Managed Futures Active ETF - Common Stock (ISMF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 640,539 $16,833,109 +$368,640 $26.28 4
2025 Q3 626,426 $16,593,524 +$202,616 $26.49 6
2025 Q2 618,777 $15,283,792 -$93,192 $24.70 3
2025 Q1 622,085 $15,688,984 +$15,688,984 $25.22 4