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iShares Bloomberg Roll Select Commodity Strategy ETF

90 hedge funds and large institutions have $493M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+19
Holders Change %
+26.76%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
32
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.02M +$253K +4,646 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.63M +$1.19M +21,843 +269%
KCM
28
KM Capital Management
Texas
$1.48M +$1.48M +27,192 New
AAS
29
Avantax Advisory Services
Texas
$1.19M +$92.6K +1,698 +8%
ICG
30
InterOcean Capital Group
Tennessee
$1.17M +$393K +7,209 +51%
FNC
31
First National Corp
Massachusetts
$1.05M +$72.2K +1,325 +7%
OWA
32
One Wealth Advisors
California
$930K +$368K +6,744 +65%
LSPW
33
Lake Street Private Wealth
Illinois
$853K +$2.89K +53 +0.3%
KWM
34
Kingsview Wealth Management
Oregon
$833K +$75.4K +1,384 +10%
BFG
35
Buttonwood Financial Group
Missouri
$773K +$773K +14,190 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$721K -$401K -7,361 -36%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$709K +$709K +13,009 New
OPS
38
Orion Portfolio Solutions
Nebraska
$675K +$675K +12,385 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$644K +$4.8K +88 +0.8%
HCM
40
Hollencrest Capital Management
California
$623K -$10.7K -197 -2%
SWP
41
ShoreHaven Wealth Partners
New Jersey
$598K +$349K +6,409 +141%
KWM
42
Keebeck Wealth Management
Illinois
$505K -$116K -2,130 -19%
CG
43
Clifford Group
Massachusetts
$484K +$484K +8,882 New
WGCA
44
Wolf Group Capital Advisors
Virginia
$462K +$462K +8,479 New
WAL
45
W Advisors LLC
Tennessee
$450K -$2.94K -54 -0.6%
RSWM
46
Robertson Stephens Wealth Management
California
$440K +$61.3K +1,124 +16%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$420K +$147K +2,692 +54%
T
48
TCWP
Ohio
$402K +$402K +7,316 New
SFO
49
Stokes Family Office
Louisiana
$331K +$124K +2,268 +60%
CWS
50
Cypress Wealth Services
California
$322K +$105K +1,932 +49%