Nationwide Fund Advisors 13F annual report

Nationwide Fund Advisors is an investment fund managing more than $918 billion ran by Lee Cummings. There are currently 5 companies in Mr. Cummings’s portfolio. The largest investments include Ishares Core Msci and Ishares 7-10 Year, together worth $538 billion.

$918 billion Assets Under Management (AUM)

As of 17th July 2024, Nationwide Fund Advisors’s top holding is 5,062,920 shares of Ishares Core Msci currently worth over $271 billion and making up 29.5% of the portfolio value. In addition, the fund holds 2,846,562 shares of Ishares 7-10 Year worth $267 billion. The third-largest holding is Ishares Core S&p worth $137 billion and the next is Ishares Us Treasury Bond worth $123 billion, with 5,465,748 shares owned.

Currently, Nationwide Fund Advisors's portfolio is worth at least $918 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Nationwide Fund Advisors

The Nationwide Fund Advisors office and employees reside in Columbus, Ohio. According to the last 13-F report filed with the SEC, Lee Cummings serves as the Senior Vice President at Nationwide Fund Advisors.

Recent trades

In the most recent 13F filing, Nationwide Fund Advisors revealed that it had increased its stake in Ishares 7-10 Year and bought 12,231 additional shares worth around .

On the other hand, Lee Cummings disclosed a decreased stake in Ishares Core Msci by approximately 0.1%. This leaves the value of the investment at $271 billion and 5,062,920 shares.

One of the average hedge funds

The two most similar investment funds to Nationwide Fund Advisors are Fairmount Funds Management and Sawgrass Asset Management. They manage $917 billion and $918 billion respectively.


The complete list of Nationwide Fund Advisors trades based on 13F SEC filings

These positions were updated on July 24th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Ishares Core Msci
0.69%
5,062,920
$271,018,108,000 29.54%
Ishares 7-10 Year
0.43%
2,846,562
$266,580,531,000 29.05%
Ishares Core S&p
0.18%
1,286,310
$137,197,825,000 14.95%
Ishares Us Treasury Bond
0.58%
5,465,748
$123,361,932,000 13.44%
Ishares 20 Year
0.84%
1,301,561
$119,457,269,000 13.02%
No transactions found
Showing first 500 out of 5 holdings