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CIK: 0001097218
Total reported value
$2.4B
$2.4B
7 檔
41.9%
During the Q3 2024 filing period, Nationwide Fund Advisors (CIK: 0001097218) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 7 reported positions.
In Q3 2024, Nationwide Fund Advisors displayed an active expansion posture, initiating 2 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 24.71% | — | +12.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.15% | +17.29% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.77% | -1.65% | -48.70% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.23% | +0.38% | -13.91% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.21% | — | +1.26% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 10.13% | +7.66% | +0.06% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.81% | -8.80% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +23.2% | NEW | New buy |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +9.8% | NEW | New buy |
| 3 | TLT | Ishares 20+ Year Treasury Bd | -2.8% | +1.26% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | -3.3% | +0.06% | Add |
| 5 | IEF | Ishares 7-10 Year Treasury B | -4.3% | +12.04% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | -4.7% | -13.91% | Trim |
| 7 | IEMG | Ishares Core Msci Emerging | -17.8% | -48.70% | Trim |
According to official SEC Form 13F filings, Nationwide Fund Advisors reported a total U.S. public equity portfolio value of $2.4B across 7 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEF, IVV, IEMG) accounted for 41.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
IVV
市值: $293.2M
Top Position Liquidated / Trimmed
IEMG
前期市值: $271.0M
During Q3 2024, Nationwide Fund Advisors's top holdings by market value included IEF (24.7%)、IVV (23.1%)、IEMG (11.8%). The largest single position, IEF, represented 24.7% of total portfolio value.
In Q3 2024, Nationwide Fund Advisors made 7 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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