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iShares Bloomberg Roll Select Commodity Strategy ETF

67 hedge funds and large institutions have $138M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 6367 (+4)

0.11% more ownership

Funds ownership: 48.79%48.9% (+0.11%)

2% less capital invested

Capital invested by funds: $141M → $138M (-$3.06M)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
28
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$475K +$107K +2,008 +26%
US Bancorp
27
US Bancorp
Minnesota
$450K -$5.05K -95 -1%
PIM
28
Pullen Investment Management
Florida
$433K -$56.2K -1,057 -11%
FTS
29
Fifth Third Securities
Ohio
$429K +$82.6K +1,553 +21%
MML Investors Services
30
MML Investors Services
Massachusetts
$415K +$163K +3,065 +56%
CRFG
31
Columbia River Financial Group
Washington
$400K -$798 -15 -0.2%
Morgan Stanley
32
Morgan Stanley
New York
$332K +$19.6K +369 +6%
BCI
33
Brinker Capital Investments
Pennsylvania
$326K -$6.49K -122 -2%
Truist Financial
34
Truist Financial
North Carolina
$326K -$558K -10,493 -61%
VA
35
Valmark Advisers
Ohio
$304K +$87.6K +1,647 +36%
FA
36
Faithward Advisors
Pennsylvania
$291K +$23.8K +447 +8%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$254K -$31.1K -585 -10%
SWM
38
Seaside Wealth Management
California
$235K +$28.5K +535 +13%
AI
39
Atria Investments
North Carolina
$218K +$16.1K +302 +7%
MNA
40
Manning & Napier Advisors
New York
$162K +$176K +3,315 New
NA
41
NewEdge Advisors
Louisiana
$113K +$2.29K +43 +2%
EP
42
Essential Partners
California
$111K -$168K -3,158 -58%
IA
43
IFP Advisors
Florida
$93.6K +$7.92K +149 +8%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$77.5K +$7.55K +142 +10%
1L
45
10Elms LLP
Oklahoma
$73.1K
SAG
46
SageView Advisory Group
California
$66K +$72.1K +1,355 New
EBA
47
Eagle Bay Advisors
New York
$48.8K +$53.2K +1,000 New
SHIM
48
Stone House Investment Management
Pennsylvania
$46.6K +$7.55K +142 +17%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$33.4K
DT
50
DV Trading
Illinois
$29.3K +$31.9K +600 New

CMDY Hedge Fund Activity: Q4 2025 in Review

67 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q4 2025, worth a combined $138M — down 2.2% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMDY positions and 8 closed out — a net gain of 4 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.69M. The largest seller was FDx Advisors, exiting entirely with an estimated $4M sold.

  • 67 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $138M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q4 2025, down 2.2% quarter-over-quarter.
  • 12 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q4 2025 and 8 closed out, a net change of +4 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q4 2025 was Osaic Holdings, an estimated $4.69M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q4 2025 was FDx Advisors, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2025.