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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
AF
76
Allworth Financial
California
$27.3K
GRP
77
Global Retirement Partners
California
$25.2K +$23.3K +413 +826%
IHWM
78
Iron Horse Wealth Management
Iowa
$22K
PTC
79
Private Trust Company
Ohio
$17K -$1.81K -32 -10%
SWM
80
Spire Wealth Management
Virginia
$17K -$282 -5 -2%
BAM
81
Belpointe Asset Management
Nevada
$8.99K +$9.32K +165 New
CS
82
Comerica Securities
Michigan
$6.98K +$7.23K +128 New
MCC
83
Money Concepts Capital
Florida
$5.89K +$6.1K +108 New
FFA
84
Farther Finance Advisors
California
$2.67K +$2.77K +49 New
SC
85
Stephens Consulting
Michigan
$1.96K
CFGS
86
Concourse Financial Group Securities
Alabama
$1.91K -$711K -12,594 -100%
Simplex Trading
87
Simplex Trading
Illinois
$1K +$1.41K +25 +2,500%
Morgan Stanley
88
Morgan Stanley
New York
$491 -$12.3K -218 -96%
Wells Fargo
89
Wells Fargo
California
$164 +$169 +3 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$55 +$56 +1 New
IA
91
IAM Advisory
Pennsylvania
-$10.8M -196,102 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$3.84M -69,763 Closed
TA
93
Townsend & Associates
Colorado
-$1.95M -33,787 Closed
UWM
94
USAdvisors Wealth Management
Minnesota
-$1.16M -21,019 Closed
IDA
95
Intelligence Driven Advisers
California
-$782K -13,547 Closed
NL
96
NWAM LLC
Washington
-$636K -11,555 Closed
ISWM
97
Independent Solutions Wealth Management
New York
-$361K -6,554 Closed
UBS Group
98
UBS Group
Switzerland
-$236K -4,282 Closed
CMBA
99
C.M. Bidwell & Associates
Hawaii
-$17K -310 Closed
CA
100
Clearstead Advisors
Ohio
-$4K -67 Closed

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.