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iShares Bloomberg Roll Select Commodity Strategy ETF

67 hedge funds and large institutions have $138M invested in iShares Bloomberg Roll Select Commodity Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 6367 (+4)

0.11% more ownership

Funds ownership: 48.79%48.9% (+0.11%)

2% less capital invested

Capital invested by funds: $141M → $138M (-$3.06M)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
28
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.7M +$994K +18,680 +5%
Ameriprise
2
Ameriprise
Minnesota
$19.4M +$814K +15,302 +4%
TWC
3
TD Waterhouse Canada
Ontario, Canada
$15.3M +$1.36M +25,573 +9%
PS
4
Principal Securities
Iowa
$14M +$991K +18,640 +7%
DCM
5
Disciplina Capital Management
Tennessee
$9.5M +$1.84M +34,556 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.85M +$4.69M +88,265 +121%
Bank of America
7
Bank of America
North Carolina
$7.38M +$1.76M +33,076 +28%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.68M +$660K +12,418 +10%
LPL Financial
9
LPL Financial
California
$5.34M -$547K -10,280 -9%
AWA
10
Alaska Wealth Advisors
Alaska
$4.98M -$78.4K -1,474 -1%
HWM
11
Horizons Wealth Management
North Carolina
$4.55M +$1.16M +21,727 +30%
WB
12
WesBanco Bank
West Virginia
$2.96M
Raymond James Financial
13
Raymond James Financial
Florida
$2.85M +$584K +10,984 +23%
FA
14
Fiducient Advisors
Illinois
$1.57M +$1.71M +32,209 New
KWM
15
Kingsview Wealth Management
Oregon
$1.39M +$108K +2,027 +8%
SOS
16
Silver Oak Securities
Tennessee
$1.09M +$15.1K +284 +1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$954K -$333K -6,263 -24%
LOWM
18
Laurel Oak Wealth Management
New Jersey
$870K +$950K +17,853 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$857K +$23.1K +434 +3%
Cohen & Steers
20
Cohen & Steers
New York
$779K +$844K +15,860 +13,107%
LSPW
21
Lake Street Private Wealth
Illinois
$715K -$3.24K -61 -0.4%
SW
22
SteelPeak Wealth
California
$683K +$745K +14,005 New
HCM
23
Hollencrest Capital Management
California
$674K +$162K +3,054 +28%
NPT
24
National Philanthropic Trust
Pennsylvania
$674K +$162K +3,054 +28%
FFA
25
First Foundation Advisors
California
$617K +$673K +12,647 New

CMDY Hedge Fund Activity: Q4 2025 in Review

67 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) for Q4 2025, worth a combined $138M — down 2.2% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMDY positions and 8 closed out — a net gain of 4 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.69M. The largest seller was FDx Advisors, exiting entirely with an estimated $4M sold.

  • 67 institutional investors held iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $138M of iShares Bloomberg Roll Select Commodity Strategy ETF stock for Q4 2025, down 2.2% quarter-over-quarter.
  • 12 funds opened new iShares Bloomberg Roll Select Commodity Strategy ETF positions in Q4 2025 and 8 closed out, a net change of +4 holders.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF buyer in Q4 2025 was Osaic Holdings, an estimated $4.69M added.
  • The largest iShares Bloomberg Roll Select Commodity Strategy ETF seller in Q4 2025 was FDx Advisors, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2025.