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iShares Bloomberg Roll Select Commodity Strategy ETF

63 hedge funds and large institutions have $141M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

7% more funds holding

Funds holding: 5963 (+4)

3% more capital invested

Capital invested by funds: $137M → $141M (+$4.68M)

2.33% less ownership

Funds ownership: 51.12%48.79% (-2.3%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.3M +$2.86M +55,861 +16%
Ameriprise
2
Ameriprise
Minnesota
$20.1M +$1.51M +29,583 +8%
TWC
3
TD Waterhouse Canada
Ontario, Canada
$15.3M +$1.12M +21,797 +8%
PS
4
Principal Securities
Iowa
$14.1M +$813K +15,890 +6%
DCM
5
Disciplina Capital Management
Tennessee
$8.43M -$168K -3,277 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.56M -$154 -3 -0%
LPL Financial
7
LPL Financial
California
$6.3M +$815K +15,917 +15%
Bank of America
8
Bank of America
North Carolina
$6.23M +$1.72M +33,630 +40%
AWA
9
Alaska Wealth Advisors
Alaska
$5.46M -$9.09M -177,579 -63%
FA
10
FDx Advisors
Illinois
$4M +$60.9K +1,189 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.8M +$2.62M +51,247 +239%
HWM
12
Horizons Wealth Management
North Carolina
$3.77M +$151K +2,942 +4%
WB
13
WesBanco Bank
West Virginia
$3.19M +$1.57M +30,700 +102%
UBS Group
14
UBS Group
Switzerland
$2.61M -$300K -5,861 -11%
Raymond James Financial
15
Raymond James Financial
Florida
$2.49M +$1.13M +22,025 +87%
FTUS
16
Flow Traders U.S.
New York
$2.02M +$1.35M +26,380 +220%
KWM
17
Kingsview Wealth Management
Oregon
$1.39M +$194K +3,784 +17%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.36M +$464K +9,074 +54%
Jane Street
19
Jane Street
New York
$1.31M +$1.28M +24,957 New
SOS
20
Silver Oak Securities
Tennessee
$1.14M +$62.9K +1,229 +6%
Truist Financial
21
Truist Financial
North Carolina
$904K -$1.46M -28,440 -62%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$902K -$50.7K -991 -5%
CFFNO
23
Common Fund For Nonprofit Organizations
Connecticut
$901K
LSPW
24
Lake Street Private Wealth
Illinois
$775K +$51 +1 +0%
HCM
25
Hollencrest Capital Management
California
$566K -$58.2K -1,137 -10%

CMDY Hedge Fund Activity: Q3 2025 in Review

63 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q3 2025, worth a combined $141M — up 3.4% from $137M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMDY positions and 1 closed out — a net gain of 7 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.86M. The largest seller was Alaska Wealth Advisors, cutting an estimated $9.09M.

  • 63 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $141M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 8 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q3 2025 and 1 closed out, a net change of +7 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $2.86M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q3 2025 was Alaska Wealth Advisors, an estimated $9.09M sold.

Based on aggregated 13F filings for Q3 2025.