ISMF Institutional Ownership
Blackrock ETF Trust - Ishares Managed Futures Active ETF
1W: +0.1%
1M: +1.6%
YTD: +2.0%
$28.91
-0.16 (-0.55%)
Weekly Expected Move ±0.7%
$28
$29
$29
$29
$29
Overview
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Institutional Ownership — ISMF
24
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
45M
Total Invested
9
New Positions
8
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 600,155 | $17M | — | +0.0% | 6Q | SEC ↗ |
| 2 | ASSETMARK, INC | 595,205 | $17M | +25,252 | +4.4% | 2Q | SEC ↗ |
| 3 | Trek Financial, LLC | 199,079 | $6M | +14,150 | +7.7% | 2Q | SEC ↗ |
| 4 | AlTi Global, Inc. | 97,600 | $3M | +30,100 | +44.6% | 3Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 41,339 | $1M | +3,830 | +10.2% | 2Q | SEC ↗ |
| 6 | EHRLICH FINANCIAL GROUP | 25,643 | $741K | +5,973 | +30.4% | 2Q | SEC ↗ |
| 7 | Sanchez Gaunt Capital Management, LLC | 17,127 | $495K | +624 | +3.8% | 2Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 13,009 | $376K | — | +0.0% | 1Q | SEC ↗ |
| 9 | 5T Wealth, LLC NEW | 8,296 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 7,617 | $220K | +6,467 | +562.3% | 2Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 7,199 | $208K | -8,040 | -52.8% | 2Q | SEC ↗ |
| 12 | TRUST CO OF TOLEDO NA /OH NEW | 6,892 | $199K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Bruce G. Allen Investments, LLC | 3,155 | $91K | — | +0.0% | 5Q | SEC ↗ |
| 14 | Kingdom Financial Group LLC. | 2,353 | $68K | -53 | -2.2% | 2Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 544 | $16K | +144 | +36.0% | 3Q | SEC ↗ |
| 16 | Rossby Financial, LCC | 357 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 17 | Montgomery Financial Services LLC NEW | 328 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Global Retirement Partners, LLC NEW | 276 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. NEW | 217 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Lloyd Advisory Services, LLC. | 134 | $4K | -2,272 | -94.4% | 2Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN NEW | 117 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Continuum Advisory, LLC NEW | 70 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Commonwealth Retirement Investments LL NEW | 57 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Ameritas Advisory Services, LLC | 0 | $0K | -8,975 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,009 | $376K |
| 5T Wealth, LLC | 8,296 | $240K |
| TRUST CO OF TOLEDO NA /OH | 6,892 | $199K |
| Montgomery Financial Services LLC | 328 | $9K |
| Global Retirement Partners, LLC | 276 | $8K |
| OSAIC HOLDINGS, INC. | 217 | $6K |
| WELLS FARGO & COMPANY/MN | 117 | $3K |
| Continuum Advisory, LLC | 70 | $2K |
| Commonwealth Retirement Investments | 57 | $2K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 8,975 | $259K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AlTi Global, Inc. | +30,100 | +44.6% | 97,600 |
| ASSETMARK, INC | +25,252 | +4.4% | 595,205 |
| Trek Financial, LLC | +14,150 | +7.7% | 199,079 |
| JPMORGAN CHASE & CO | +6,467 | +562.3% | 7,617 |
| EHRLICH FINANCIAL GROUP | +5,973 | +30.4% | 25,643 |
| AE Wealth Management LLC | +3,830 | +10.2% | 41,339 |
| Sanchez Gaunt Capital Management, L | +624 | +3.8% | 17,127 |
| ROYAL BANK OF CANADA | +144 | +36.0% | 544 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -8,040 | -52.8% | 7,199 |
| Lloyd Advisory Services, LLC. | -2,272 | -94.4% | 134 |
| Kingdom Financial Group LLC. | -53 | -2.2% | 2,353 |