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Ishares Managed Futures ACT (ISMF)

CUSIP: 09290C731 | NYSE | 28 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC600,00045.5%UnchangedOct 31, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC600,000
45.5% of class · Oct 31, 2026

Institutional Holders — Q3 2026

Assetmark, Inc606,244
0.0% of portfolio›$17.6M
AlTi Global, Inc.76,600
0.0% of portfolio›$2.2M
Sanchez Gaunt Capital Management, LLC17,431
0.3% of portfolio›$505.5K
Trust Co of Toledo NA17,289
0.0% of portfolio›$501.3K
Ehrlich Financial Group8,614
0.1% of portfolio›$249.8K
Rossby Financial, LCC702
0.0% of portfolio›$20.4K
Global Retirement Partners, LLC426
0.0% of portfolio›$12.4K
StyleTurnoverLocationFiled
Assetmark, Inc
606,244$17.6M0.0%ETFLowConcord, CA2026-10-21
AlTi Global, Inc.
76,600$2.2M0.0%ETFMediumNew York, NY2026-11-09
Sanchez Gaunt Capital Management, LLC
17,431$505.5K0.3%ETFMediumReno, NV2026-11-03
Trust Co of Toledo NA
17,289$501.3K0.0%CoreVery LowHolland, OH2026-10-16
Ehrlich Financial Group
8,614$249.8K0.1%ETFHighLaguna Niguel, CA2026-10-20
Rossby Financial, LCC
702$20.4K0.0%ETFMediumMelbourne, FL2026-11-05
Global Retirement Partners, LLC
426$12.4K0.0%CoreLowSan Rafael, CA2026-11-10
Unchanged
No 13F filer matched