Nationwide Fund Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Nationwide Fund Advisors reported 7 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.3% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 23.8%) and iShares Core MSCI Emerging (IEMG, 11.1%). Compared with Q3 2024, it added to 5 and reduced 2. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0001097218
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0000950123-25-000531 ↗ filed Jan 23, 2025
Holdings Value
Holdings 7 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 24.32% | 516,284 | $303.9M | Add +1.6% |
| IEF iShares 7-10 Year Treasury B | 23.77% | 3,213,523 | $297.1M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 11.11% | 2,659,512 | $138.9M | Add +2.4% |
| TLT iShares 20+ Year Treasury BD | 10.59% | 1,514,840 | $132.3M | Add +14.9% |
| IEFA iShares Core MSCI Eafe ETF | 10.52% | 1,869,957 | $131.4M | Add +17.5% |
| GOVT iShares US Treasury Bond ETF | 9.99% | 5,435,330 | $124.9M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 9.70% | 1,051,693 | $121.2M | Reduce -5.0% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $2.4B | IVV, IJR, IAGG, EMB, IEMG |
| Q1 2026 | 9 | $2.3B | IVV, JEPI, IJR, IAGG, IEMG |
| Q4 2025 | 10 | $2.3B | IVV, JEPI, IAGG, IEMG, IJR |
| Q3 2025 | 10 | $1.8B | IVV, JEPI, IEFA, IEMG, IJR |
| Q2 2025 | 10 | $1.8B | IVV, JEPI, IEFA, IEMG, IJR |
| Q1 2025 | 7 | $1.2B | IVV, IEFA, IEMG, TLT, IEF |
| Q4 2024 | 7 | $1.2B | IVV, IEF, IEMG, TLT, IEFA |
| Q3 2024 | 7 | $1.3B | IEF, IVV, IEMG, IJR, TLT |
| Q2 2024 | 5 | $917.6M | IEMG, IEF, IJR, GOVT, TLT |
| Q1 2024 | 5 | $923.2M | IEF, IEMG, IJR, GOVT, TLT |