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BlackRock Resources & Commodities Strategy Trust
BCX

125 hedge funds and large institutions have $240M invested in BlackRock Resources & Commodities Strategy Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

4% more funds holding

Funds holding: 120 → 125 (+5)

1.61% less ownership

Funds ownership: 35.78% → 34.18% (-1.6%)

16% less capital invested

Capital invested by funds: $285M → $240M (-$44.7M)

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
32
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.77M
2
RCM
Rivernorth Capital Management
Florida
+$1.75M
3
Creative Planning
Creative Planning
Kansas
+$1.02M
4
Wells Fargo
Wells Fargo
California
+$764K
5
1WA
180 Wealth Advisors
Washington
+$533K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$4.29M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$2.67M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.65M
5
AA
AQR Arbitrage
Connecticut
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$19.1K -$46 -5 -0.2%
SWA
102
SOA Wealth Advisors
New York
$15.2K +$83 +9 +0.5%
JP Morgan Chase
103
JP Morgan Chase
New York
$12.8K +$13.8K +1,493 New
GWM
104
Geneos Wealth Management
Colorado
$12K -$56 -6 -0.4%
SWM
105
Spire Wealth Management
Virginia
$11.8K +$250 +27 +2%
APW
106
Aventura Private Wealth
Florida
$9.99K +$10.8K +1,170 New
WA
107
WPG Advisers
Maryland
$9.93K +$10.8K +1,163 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$8.54K – – –
Jones Financial Companies
109
Jones Financial Companies
Missouri
$8.31K +$9.01K +973 New
API
110
Asset Planning Inc
California
$7.69K +$315 +34 New
VWM
111
Valley Wealth Managers
New Jersey
$7.63K – – –
SC
112
Swan Capital
Florida
$7.55K +$8.19K +884 New
BCPWM
113
Bradley & Co Private Wealth Management
Florida
$7.24K +$7.86K +848 New
WCM
114
WealthTrak Capital Management
Virginia
$4.84K +$5.25K +567 New
CA
115
CoreCap Advisors
Michigan
$4.36K – – –
SIS
116
Sound Income Strategies
Florida
$3.52K – – –
MWM
117
Mascoma Wealth Management
New Hampshire
$2.91K +$3.16K +341 New
BWL
118
Bogart Wealth LLC
Virginia
$1.47K -$130 -14 -8%
PS
119
Principal Securities
Iowa
$1.45K – – –
AssetMark Inc
120
AssetMark Inc
California
$1.2K -$65 -7 -5%
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$240 – – –
NS
122
NBC Securities
Alabama
$39 -$42.5K -4,593 -100%
TRCT
123
Tower Research Capital (TRC)
New York
$34 – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$9 – – –
Northern Trust
125
Northern Trust
Illinois
– -$225K -23,396 Closed
2 3 4
5
6

BCX Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2024, worth a combined $240M — down 16% from $285M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BCX positions and 14 closed out — a net gain of 11 holders — while 32 added to existing stakes and 45 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.77M. The largest seller was International Assets Investment Management, cutting an estimated $4.29M.

  • 125 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $240M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2024, down 16% quarter-over-quarter.
  • 25 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2024 and 14 closed out, a net change of +11 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $3.77M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2024 was International Assets Investment Management, an estimated $4.29M sold.

Based on aggregated 13F filings for Q4 2024.