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iShares Bloomberg Roll Select Commodity Strategy ETF

63 hedge funds and large institutions have $141M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

7% more funds holding

Funds holding: 5963 (+4)

3% more capital invested

Capital invested by funds: $137M → $141M (+$4.68M)

2.33% less ownership

Funds ownership: 51.12%48.79% (-2.3%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPT
26
National Philanthropic Trust
Pennsylvania
$566K -$58.2K -1,137 -10%
PIM
27
Pullen Investment Management
Florida
$523K -$768 -15 -0.2%
US Bancorp
28
US Bancorp
Minnesota
$491K +$167K +3,271 +54%
CRFG
29
Columbia River Financial Group
Washington
$450K +$31.5K +615 +8%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$407K +$16.1K +315 +4%
FTS
31
Fifth Third Securities
Ohio
$381K +$62.6K +1,223 +20%
BCI
32
Brinker Capital Investments
Pennsylvania
$359K +$1.38K +27 +0.4%
Morgan Stanley
33
Morgan Stanley
New York
$338K +$3.48K +68 +1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$305K +$34.9K +682 +13%
FA
35
Faithward Advisors
Pennsylvania
$290K -$34.6K -677 -11%
MML Investors Services
36
MML Investors Services
Massachusetts
$287K +$279K +5,452 New
EP
37
Essential Partners
California
$285K -$42.7K -835 -13%
VA
38
Valmark Advisers
Ohio
$242K -$9.52K -186 -4%
SWM
39
Seaside Wealth Management
California
$225K +$219K +4,278 New
AI
40
Atria Investments
North Carolina
$220K -$2.92K -57 -1%
LIM
41
Leavell Investment Management
Alabama
$213K
ASN
42
Advisory Services Network
Georgia
$157K +$153K +2,980 New
NA
43
NewEdge Advisors
Louisiana
$120K -$4.09K -80 -3%
IA
44
IFP Advisors
Florida
$93.2K
1L
45
10Elms LLP
Oklahoma
$78.9K
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$76.1K +$74.1K +1,447 New
SHIM
47
Stone House Investment Management
Pennsylvania
$42.8K -$256 -5 -0.6%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$36K +$30.9K +603 +735%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$26K +$21.6K +423 +682%
AWM
50
Ameliora Wealth Management
Switzerland
$18K

CMDY Hedge Fund Activity: Q3 2025 in Review

63 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q3 2025, worth a combined $141M — up 3.4% from $137M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMDY positions and 1 closed out — a net gain of 7 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.86M. The largest seller was Alaska Wealth Advisors, cutting an estimated $9.09M.

  • 63 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $141M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 8 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q3 2025 and 1 closed out, a net change of +7 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $2.86M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q3 2025 was Alaska Wealth Advisors, an estimated $9.09M sold.

Based on aggregated 13F filings for Q3 2025.