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iShares Bloomberg Roll Select Commodity Strategy ETF

59 hedge funds and large institutions have $137M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

5% more funds holding

Funds holding: 5659 (+3)

0.9% less ownership

Funds ownership: 52.02%51.12% (-0.9%)

14% less capital invested

Capital invested by funds: $160M → $137M (-$22.9M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$17.8M +$1.92M +38,157 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.6M +$1.02M +20,386 +6%
AWA
3
Alaska Wealth Advisors
Alaska
$14.2M -$2.62M -52,224 -16%
TWC
4
TD Waterhouse Canada
Ontario, Canada
$13.5M +$2.51M +49,982 +23%
PS
5
Principal Securities
Iowa
$12.8M +$1.39M +27,615 +12%
DCM
6
Disciplina Capital Management
Tennessee
$8.25M +$2.65M +52,800 +48%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.29M -$38.1K -758 -0.6%
CWM
8
Congress Wealth Management
Massachusetts
$5.47M +$5.45M +108,421 New
LPL Financial
9
LPL Financial
California
$5.24M -$1.65M -32,804 -24%
Bank of America
10
Bank of America
North Carolina
$4.27M +$1.16M +23,006 +37%
FA
11
FDx Advisors
Illinois
$3.68M -$109K -2,167 -3%
HWM
12
Horizons Wealth Management
North Carolina
$3.46M +$6.38K +127 +0.2%
UBS Group
13
UBS Group
Switzerland
$2.8M +$2.78M +55,443 New
Truist Financial
14
Truist Financial
North Carolina
$2.3M +$242K +4,818 +12%
AAS
15
Avantax Advisory Services
Texas
$1.7M -$13.7K -273 -0.8%
APCM
16
Alaska Permanent Capital Management
Alaska
$1.56M -$31.4M -625,434 -95%
WB
17
WesBanco Bank
West Virginia
$1.51M +$1.51M +30,000 New
Raymond James Financial
18
Raymond James Financial
Florida
$1.28M +$51.7K +1,029 +4%
KWM
19
Kingsview Wealth Management
Oregon
$1.15M -$149K -2,967 -12%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.08M +$113K +2,241 +12%
SOS
21
Silver Oak Securities
Tennessee
$1.03M +$70.7K +1,407 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$915K -$186K -3,702 -17%
CFFNO
23
Common Fund For Nonprofit Organizations
Connecticut
$864K +$861K +17,134 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$845K -$61.4K -1,223 -7%
LSPW
25
Lake Street Private Wealth
Illinois
$743K -$50 -1 -0%

CMDY Hedge Fund Activity: Q2 2025 in Review

59 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q2 2025, worth a combined $137M — down 14% from $160M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CMDY positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $5.45M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $31.4M.

  • 59 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q2 2025, up from 56 in Q1 2025.
  • Funds reported $137M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 10 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q2 2025 and 5 closed out, a net change of +5 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q2 2025 was Congress Wealth Management, an estimated $5.45M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q2 2025 was Alaska Permanent Capital Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2025.