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iShares Bloomberg Roll Select Commodity Strategy ETF

60 hedge funds and large institutions have $151M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

17% more capital invested

Capital invested by funds: $129M → $151M (+$22M)

15% more funds holding

Funds holding: 5260 (+8)

9.82% more ownership

Funds ownership: 45.46%55.28% (+9.8%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
27
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Alaska Permanent Capital Management
Alaska
$36.2M -$353K -7,193 -0.9%
Bank of America
2
Bank of America
North Carolina
$19.4M +$15.3M +312,645 +329%
AWA
3
Alaska Wealth Advisors
Alaska
$17.5M +$536K +10,936 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.4M +$923K +18,823 +6%
PS
5
Principal Securities
Iowa
$10.7M +$679K +13,844 +7%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$7.53M +$3.41M +69,553 +78%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.97M +$3.18M +64,842 +107%
DCM
8
Disciplina Capital Management
Tennessee
$5.04M +$86.4K +1,762 +2%
FA
9
FDx Advisors
Illinois
$4.58M +$349K +7,124 +8%
FTUS
10
Flow Traders U.S.
New York
$3.46M +$3.57M +72,712 New
HWM
11
Horizons Wealth Management
North Carolina
$3.09M +$595K +12,130 +23%
Ameriprise
12
Ameriprise
Minnesota
$2.7M -$659K -13,441 -19%
LPL Financial
13
LPL Financial
California
$2.06M +$521K +10,615 +33%
Truist Financial
14
Truist Financial
North Carolina
$1.83M +$226K +4,610 +14%
AAS
15
Avantax Advisory Services
Texas
$1.64M +$144K +2,929 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.11M -$33.8K -690 -3%
KWM
17
Kingsview Wealth Management
Oregon
$1.07M +$165K +3,372 +18%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.01M -$63.1K -1,287 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$923K +$951K +19,391 New
SOS
20
Silver Oak Securities
Tennessee
$905K +$62.8K +1,281 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$863K +$5.35K +109 +0.6%
LSPW
22
Lake Street Private Wealth
Illinois
$701K -$27.3K -556 -4%
CRFG
23
Columbia River Financial Group
Washington
$667K +$688K +14,033 New
HCM
24
Hollencrest Capital Management
California
$637K +$28.8K +588 +5%
NPT
25
National Philanthropic Trust
Pennsylvania
$637K +$28.8K +588 +5%

CMDY Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q4 2024, worth a combined $151M — up 17% from $129M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CMDY positions and 7 closed out — a net gain of 8 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was Jane Street, exiting entirely with an estimated $2.29M sold.

  • 60 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $151M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q4 2024 was Bank of America, an estimated $15.3M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q4 2024 was Jane Street, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2024.