iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
91 hedge funds and large institutions have $238M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 11 closing their positions.
209% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 11
52% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 21
33% more capital invested
Capital invested by funds: $179M → $238M (+$59M)
30% more funds holding
Funds holding: 70 → 91 (+21)
9.66% more ownership
Funds ownership: 56.94% → 66.6% (+9.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.6M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$14.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9.17M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.25M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IAM Advisory
Easton,
Pennsylvania
|
-$10.8M |
| 2 |
BlackRock
New York
|
-$10.8M |
| 3 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
-$4.04M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.84M |
| 5 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$1.95M |
CMDY Hedge Fund Activity: Q4 2022 in Review
91 of the 6,237 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 $238M — up 33% from $179M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CMDY positions and 11 closed out — a net gain of 23 holders — while 32 added to existing stakes and 21 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.
- 91 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $238M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 34 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q4 2022 and 11 closed out, a net change of +23 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.