iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
56 hedge funds and large institutions have $175M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 41 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
10.06% less ownership
Funds ownership: 66.51% → 56.45% (-10%)
38% less funds holding
Funds holding: 90 → 56 (-34)
64% less capital invested
Capital invested by funds: $493M → $175M (-$318M)
83% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 41
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$12.1M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$7.38M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$6.06M |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$2.79M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$256M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.2M |
| 3 |
BlackRock
New York
|
-$14.4M |
| 4 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$10.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.58M |
CMDY Hedge Fund Activity: Q1 2023 in Review
56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q1 2023, worth a combined $175M — down 64% from $493M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of CMDY and 7 opened new positions — a net loss of 34 holders — while 21 trimmed existing stakes and 20 added.
The largest buyer was Alaska Permanent Capital Management, adding an estimated $12.1M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $256M sold.
- 56 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q1 2023, down from 90 in Q4 2022.
- Funds reported $175M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q1 2023, down 64% quarter-over-quarter.
- 7 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q1 2023 and 41 closed out, a net change of -34 holders.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q1 2023 was Alaska Permanent Capital Management, an estimated $12.1M added.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $256M sold.
Based on aggregated 13F filings for Q1 2023.