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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

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

176% more capital invested

Capital invested by funds: $179M → $493M (+$315M)

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

27% more funds holding

Funds holding: 7190 (+19)

6.37% more ownership

Funds ownership: 60.14%66.51% (+6.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

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
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.02M +$262K +4,646 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.63M +$1.23M +21,843 +269%
KCM
28
KM Capital Management
Texas
$1.48M +$1.54M +27,192 New
AAS
29
Avantax Advisory Services
Texas
$1.19M +$95.9K +1,698 +8%
ICG
30
InterOcean Capital Group
Tennessee
$1.17M +$407K +7,209 +51%
FNC
31
First National Corp
Massachusetts
$1.05M +$74.8K +1,325 +7%
OWA
32
One Wealth Advisors
California
$930K +$381K +6,744 +65%
LSPW
33
Lake Street Private Wealth
Illinois
$853K +$2.99K +53 +0.3%
KWM
34
Kingsview Wealth Management
Oregon
$833K +$78.2K +1,384 +10%
BFG
35
Buttonwood Financial Group
Missouri
$773K +$801K +14,190 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$721K -$416K -7,361 -36%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$709K +$735K +13,009 New
OPS
38
Orion Portfolio Solutions
Nebraska
$675K +$699K +12,385 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$644K +$4.97K +88 +0.8%
HCM
40
Hollencrest Capital Management
California
$623K -$11.1K -197 -2%
SWP
41
ShoreHaven Wealth Partners
New Jersey
$598K +$362K +6,409 +141%
KWM
42
Keebeck Wealth Management
Illinois
$505K -$120K -2,130 -19%
CG
43
Clifford Group
Massachusetts
$484K +$502K +8,882 New
WGCA
44
Wolf Group Capital Advisors
Virginia
$462K +$479K +8,479 New
WAL
45
W Advisors LLC
Tennessee
$450K -$3.05K -54 -0.6%
RSWM
46
Robertson Stephens Wealth Management
California
$440K +$63.5K +1,124 +16%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$420K +$152K +2,692 +54%
T
48
TCWP
Ohio
$402K +$413K +7,316 New
SFO
49
Stokes Family Office
Louisiana
$331K +$128K +2,268 +60%
CWS
50
Cypress Wealth Services
California
$322K +$109K +1,932 +49%

CMDY Hedge Fund Activity: Q4 2022 in Review

90 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q4 2022, worth a combined $493M — up 176% from $179M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CMDY positions and 11 closed out — a net gain of 21 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $24.6M. The largest seller was IAM Advisory, exiting entirely with an estimated $10.8M sold.

  • 90 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q4 2022, up from 71 in Q3 2022.
  • Funds reported $493M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q4 2022, up 176% quarter-over-quarter.
  • 32 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q4 2022 and 11 closed out, a net change of +21 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q4 2022 was Bank of America, an estimated $24.6M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q4 2022 was IAM Advisory, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2022.