iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
52 hedge funds and large institutions have $129M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 54 → 52 (-2)
16.61% less ownership
Funds ownership: 62.07% → 45.46% (-17%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
27% less capital invested
Capital invested by funds: $177M → $129M (-$47.5M)
Top Buyers
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$5.89M |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$4.29M |
| 3 |
JP Morgan Chase
New York
|
+$2.93M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$857K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$820K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSB
51
Sandy Spring Bank
Olney,
Maryland
| $1.15K | +$1.11K | +23 | New |
|
52
Morgan Stanley
New York
| $74 | -$3.43K | -71 | -99% |
|
|
IFPG
53
Intrepid Financial Planning Group
Carmel,
Indiana
| – | -$2.85M | -57,674 | Closed |
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.43M | -49,115 | Closed |
|
|
SFC
55
Strategic Financial Concepts
San Antonio,
Texas
| – | -$450 | -21,290 | Closed |
|
56
HSBC Holdings
London,
United Kingdom
| – | -$588K | -11,898 | Closed |
|
57
MML Investors Services
Springfield,
Massachusetts
| – | -$220K | -4,465 | Closed |
|
58
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -80 | Closed |
|
CMDY Hedge Fund Activity: Q3 2024 in Review
52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q3 2024, worth a combined $129M — down 27% from $177M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CMDY and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 19 added.
The largest buyer was Alaska Wealth Advisors, adding an estimated $5.89M. The largest seller was Disciplina Capital Management, cutting an estimated $21.1M.
- 52 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q3 2024, down from 54 in Q2 2024.
- Funds reported $129M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q3 2024, down 27% quarter-over-quarter.
- 5 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q3 2024 and 6 closed out, a net change of -1 holder.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q3 2024 was Alaska Wealth Advisors, an estimated $5.89M added.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q3 2024 was Disciplina Capital Management, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2024.