iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
59 hedge funds and large institutions have $137M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
5% more funds holding
Funds holding: 56 → 59 (+3)
0.9% less ownership
Funds ownership: 52.02% → 51.12% (-0.9%)
14% less capital invested
Capital invested by funds: $160M → $137M (-$22.9M)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$5.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.78M |
| 3 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
+$2.65M |
| 4 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$2.51M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$31.4M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$2.62M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$2.33M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.65M |
| 5 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$473K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $6.25K | – | – | – |
|
52
Cohen & Steers
New York
| $5K | -$34.1K | -679 | -87% |
|
|
CWM
53
Copia Wealth Management
Bend,
Oregon
| $4.89K | +$4.87K | +97 | New |
|
|
SAM
54
Smartleaf Asset Management
Boston,
Massachusetts
| $4.26K | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $4.15K | -$5.27K | -105 | -56% |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
57
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$2.56K | +51 | New |
|
|
SC
58
Stephens Consulting
Flint,
Michigan
| $1.82K | – | – | – |
|
|
QWM
59
Quaker Wealth Management
Moorestown,
New Jersey
| $101 | +$100 | +2 | New |
|
|
WWM
60
WJ Wealth Management
Glendale,
Arizona
| – | -$2.33M | -44,849 | Closed |
|
|
WWM
61
WT Wealth Management
Scottsdale,
Arizona
| – | -$473K | -9,108 | Closed |
|
|
SWM
62
Seaside Wealth Management
Carlsbad,
California
| – | -$277K | -5,346 | Closed |
|
|
AP
63
Advisors Preferred
Rockville,
Maryland
| – | -$69.3K | -1,335 | Closed |
|
64
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10.9K | -211 | Closed |
|
CMDY Hedge Fund Activity: Q2 2025 in Review
59 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q2 2025, worth a combined $137M — down 14% from $160M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CMDY positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $5.45M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $31.4M.
- 59 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q2 2025, up from 56 in Q1 2025.
- Funds reported $137M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q2 2025, down 14% quarter-over-quarter.
- 10 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q2 2025 and 5 closed out, a net change of +5 holders.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q2 2025 was Congress Wealth Management, an estimated $5.45M added.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q2 2025 was Alaska Permanent Capital Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q2 2025.