iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
67 hedge funds and large institutions have $258M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
35% more capital invested
Capital invested by funds: $191M → $258M (+$67.5M)
14% more funds holding
Funds holding: 59 → 67 (+8)
9.14% less ownership
Funds ownership: 93.83% → 84.69% (-9.1%)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$29.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$13.2M |
| 4 |
BlackRock
New York
|
+$6.74M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$22.9M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
-$4.75M |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$3.94M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.58M |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$2.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
HighTower Advisors
Chicago,
Illinois
| – | -$219K | -4,388 | Closed |
|
77
UBS Group
Zurich,
Switzerland
| – | -$116K | -2,340 | Closed |
|
|
PCG
78
Private Capital Group
West Hartford,
Connecticut
| – | -$12K | -232 | Closed |
|
|
EVM
79
Eaton Vance Management
Boston,
Massachusetts
| – | -$7K | -148 | Closed |
|
|
AWA
80
Aquire Wealth Advisors
South Jordan,
Utah
| – | -$4K | -85 | Closed |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| – | -$1K | -3 | Closed |
|
CMDY Hedge Fund Activity: Q1 2022 in Review
67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q1 2022, worth a combined $258M — up 35% from $191M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CMDY positions and 14 closed out — a net gain of 9 holders — while 18 added to existing stakes and 23 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $29.6M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $22.9M.
- 67 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q1 2022, up from 59 in Q4 2021.
- Funds reported $258M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q1 2022, up 35% quarter-over-quarter.
- 23 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q1 2022 and 14 closed out, a net change of +9 holders.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $29.6M added.
- The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q1 2022 was Alaska Permanent Capital Management, an estimated $22.9M sold.
Based on aggregated 13F filings for Q1 2022.