iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
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.
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: 59 → 63 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.86M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.72M |
| 4 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$1.57M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$9.09M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$1.56M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.46M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$300K |
| 5 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $14K | – | – | – |
|
|
SWM
52
Spire Wealth Management
Mclean,
Virginia
| $8.05K | – | – | – |
|
|
BOJHT
53
Bank of Jackson Hole Trust
Jackson,
Wyoming
| $7.89K | – | – | – |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| $6.52K | – | – | – |
|
55
Cohen & Steers
New York
| $6K | +$1.07K | +21 | +21% |
|
|
CWM
56
Copia Wealth Management
Bend,
Oregon
| $5.1K | – | – | – |
|
|
SAM
57
Smartleaf Asset Management
Boston,
Massachusetts
| $4.42K | – | – | – |
|
|
MCM
58
MAI Capital Management
Independence,
Ohio
| $4.16K | +$4.04K | +79 | New |
|
59
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$870 | +17 | +33% |
|
60
Simplex Trading
Chicago,
Illinois
| $4K | +$4.71K | +92 | New |
|
|
SC
61
Stephens Consulting
Flint,
Michigan
| $1.89K | – | – | – |
|
|
SA
62
Strategic Advocates
Logan,
Utah
| $368 | +$358 | +7 | New |
|
|
QWM
63
Quaker Wealth Management
Moorestown,
New Jersey
| $106 | – | – | – |
|
|
APCM
64
Alaska Permanent Capital Management
Anchorage,
Alaska
| – | -$1.56M | -31,000 | Closed |
|
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.