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iShares Bloomberg Roll Select Commodity Strategy ETF

56 hedge funds and large institutions have $160M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $151M → $160M (+$8.36M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

3.26% less ownership

Funds ownership: 55.28%52.02% (-3.3%)

7% less funds holding

Funds holding: 6056 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Alaska Permanent Capital Management
Alaska
$34M -$5.3M -105,190 -14%
AWA
2
Alaska Wealth Advisors
Alaska
$17.3M -$1.7M -33,808 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.1M +$297K +5,900 +2%
Ameriprise
4
Ameriprise
Minnesota
$16.4M +$13M +258,205 +455%
TWC
5
TD Waterhouse Canada
Ontario, Canada
$11.3M +$2.99M +59,322 +37%
PS
6
Principal Securities
Iowa
$10.7M
LPL Financial
7
LPL Financial
California
$7.09M +$4.71M +93,394 +216%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.51M
DCM
9
Disciplina Capital Management
Tennessee
$5.75M +$251K +4,984 +5%
FA
10
FDx Advisors
Illinois
$3.9M -$1.06M -20,946 -22%
HWM
11
Horizons Wealth Management
North Carolina
$3.56M +$177K +3,508 +5%
Bank of America
12
Bank of America
North Carolina
$3.2M -$17.4M -345,868 -85%
WGCA
13
Wolf Group Capital Advisors
Virginia
$2.95M +$2.36M +46,735 +460%
WWM
14
WJ Wealth Management
Arizona
$2.33M +$2.26M +44,849 New
Truist Financial
15
Truist Financial
North Carolina
$2.12M +$122K +2,418 +6%
AAS
16
Avantax Advisory Services
Texas
$1.76M -$28.2K -560 -2%
KWM
17
Kingsview Wealth Management
Oregon
$1.33M +$164K +3,246 +14%
Raymond James Financial
18
Raymond James Financial
Florida
$1.26M +$618K +12,255 +101%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.13M +$27.5K +545 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$997K -$205K -4,067 -17%
SOS
21
Silver Oak Securities
Tennessee
$982K +$1.31K +26 +0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$933K -$8.57K -170 -0.9%
LSPW
23
Lake Street Private Wealth
Illinois
$764K
HCM
24
Hollencrest Capital Management
California
$637K -$56.4K -1,118 -8%
NPT
25
National Philanthropic Trust
Pennsylvania
$637K -$56.4K -1,118 -8%

CMDY Hedge Fund Activity: Q1 2025 in Review

56 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q1 2025, worth a combined $160M — up 5.5% from $151M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CMDY and 7 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Ameriprise, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $17.4M.

  • 56 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $160M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 7 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q1 2025 and 11 closed out, a net change of -4 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q1 2025 was Ameriprise, an estimated $13M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q1 2025 was Bank of America, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2025.