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iShares Bloomberg Roll Select Commodity Strategy ETF

56 hedge funds and large institutions have $160M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $151M → $160M (+$8.36M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

3.26% less ownership

Funds ownership: 55.28%52.02% (-3.3%)

7% less funds holding

Funds holding: 6056 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRFG
26
Columbia River Financial Group
Washington
$537K -$185K -3,677 -26%
PIM
27
Pullen Investment Management
Florida
$479K +$8.42K +167 +2%
WWM
28
WT Wealth Management
Arizona
$473K +$36.6K +725 +9%
BCI
29
Brinker Capital Investments
Pennsylvania
$363K -$11.3K -224 -3%
OPS
30
Orion Portfolio Solutions
Nebraska
$363K -$11.3K -224 -3%
FA
31
Faithward Advisors
Pennsylvania
$323K
US Bancorp
32
US Bancorp
Minnesota
$312K -$5.9K -117 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$291K -$14.9K -295 -5%
FTS
34
Fifth Third Securities
Ohio
$289K +$55K +1,090 +24%
SWM
35
Seaside Wealth Management
California
$277K
AI
36
Atria Investments
North Carolina
$226K -$454 -9 -0.2%
VA
37
Valmark Advisers
Ohio
$225K +$219K +4,334 New
LIM
38
Leavell Investment Management
Alabama
$210K +$204K +4,048 New
NA
39
NewEdge Advisors
Louisiana
$122K -$7.36K -146 -6%
IA
40
IFP Advisors
Florida
$101K +$2.52K +50 +3%
1L
41
10Elms LLP
Oklahoma
$77.8K -$5.04K -100 -6%
AP
42
Advisors Preferred
Maryland
$69.3K +$67.3K +1,335 New
SHIM
43
Stone House Investment Management
Pennsylvania
$42.5K +$41.3K +819 New
Cohen & Steers
44
Cohen & Steers
New York
$40K -$82.2K -1,631 -68%
IHWM
45
Iron Horse Wealth Management
Iowa
$21.3K
Morgan Stanley
46
Morgan Stanley
New York
$21K +$706 +14 +4%
AWM
47
Ameliora Wealth Management
Switzerland
$17.7K
CA
48
CoreCap Advisors
Michigan
$14K +$13.6K +270 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$10.9K +$10.6K +211 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$9.71K

CMDY Hedge Fund Activity: Q1 2025 in Review

56 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q1 2025, worth a combined $160M — up 5.5% from $151M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CMDY and 7 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Ameriprise, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $17.4M.

  • 56 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $160M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 7 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q1 2025 and 11 closed out, a net change of -4 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q1 2025 was Ameriprise, an estimated $13M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q1 2025 was Bank of America, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2025.