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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
SWM
51
Seaside Wealth Management
California
$274K +$10.6K +188 +4%
SFS
52
Security Financial Services
Indiana
$270K +$280K +4,961 New
CWM
53
Capital Wealth Management
Rhode Island
$267K +$277K +4,900 New
OAP
54
One Advisory Partners
Kansas
$266K -$121K -2,144 -30%
WA
55
Wealth Alliance
New York
$243K +$252K +4,464 New
MFA
56
Mayflower Financial Advisors
Massachusetts
$235K +$244K +4,317 New
KAS
57
Kestra Advisory Services
Texas
$231K +$9.09K +161 +4%
DWT
58
Dorsey & Whitney Trust
South Dakota
$226K +$234K +4,150 New
EH
59
Equitable Holdings
New York
$214K -$8.7K -154 -4%
CIAS
60
CFS Investment Advisory Services
New Jersey
$208K -$10.1M -178,675 -98%
D
61
Dentgroup
Louisiana
$206K +$214K +3,786 New
HPM
62
Hoxton Planning & Management
West Virginia
$206K +$213K +3,772 New
AP
63
Advisors Preferred
Maryland
$190K +$127K +2,251 +171%
Cohen & Steers
64
Cohen & Steers
New York
$129K -$64.9K -1,149 -33%
KFS
65
Kelly Financial Services
Massachusetts
$108K +$84.2K +1,490 +299%
MHR
66
Matthew Hamilton Rosenberg
$105K
NA
67
NewEdge Advisors
Louisiana
$88K -$43.3K -766 -1%
CIAS
68
Capital Investment Advisory Services
North Carolina
$74.2K -$3.16K -56 -4%
ASN
69
Advisory Services Network
Georgia
$64K +$66.4K +1,175 New
GIA
70
Goodwin Investment Advisory
Georgia
$61.3K -$160K -2,833 -72%
EWA
71
EverSource Wealth Advisors
Alabama
$55K +$24K +425 +73%
CWC
72
Carolinas Wealth Consulting
North Carolina
$49.9K +$51.7K +915 New
USCWA
73
U.S. Capital Wealth Advisors
Texas
$36.5K +$37.8K +670 New
LFA
74
LGT Financial Advisors
Texas
$35.9K +$37.2K +658 New
HI
75
Harbour Investments
Wisconsin
$30.4K -$30.4K -539 -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.