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iShares GSCI Commodity Dynamic Roll Strategy ETF

77 hedge funds and large institutions have $633M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

6% more capital invested

Capital invested by funds: $598M → $633M (+$34.1M)

4% more funds holding

Funds holding: 7477 (+3)

0.42% more ownership

Funds ownership: 82.09%82.51% (+0.42%)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
25
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
26
Premia Global Advisors
Florida
$1.29M -$353K -9,260 -22%
CWM
27
Cornerstone Wealth Management
Missouri
$1.29M -$1.71M -44,836 -50%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.23M +$291K +7,624 +32%
SI
29
Stephens Inc
Arkansas
$1.12M +$125K +3,276 +13%
AG
30
Advisor Group
Arizona
$1.07M -$478K -12,515 -31%
Morgan Stanley
31
Morgan Stanley
New York
$881K -$3.05K -80 -0.4%
Axa
32
Axa
France
$746K +$37.8K +990 +5%
SWA
33
Sutton Wealth Advisors
Florida
$615K +$15.6K +408 +3%
WA
34
WealthTrust-Arizona
Arizona
$615K +$104K +2,713 +21%
HighTower Advisors
35
HighTower Advisors
Illinois
$603K -$45.4K -1,190 -7%
WS
36
Wedbush Securities
California
$596K -$76.2K -1,998 -12%
DIA
37
Dana Investment Advisors
Wisconsin
$582K
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$479K +$352K +9,223 +300%
PP
39
Prudential plc
United Kingdom
$475K +$466K +12,200 New
SWP
40
Stratos Wealth Partners
Ohio
$461K +$95K +2,489 +27%
BCM
41
Brookstone Capital Management
Illinois
$449K -$69K -1,807 -14%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$388K -$47.7K -1,251 -11%
JIP
43
Jaffetilchin Investment Partners
Florida
$329K +$323K +8,461 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$281K +$9.43K +247 +4%
BWM
45
BerganKDV Wealth Management
Minnesota
$263K
BlackRock
46
BlackRock
New York
$257K -$2.06M -53,933 -89%
LIA
47
LS Investment Advisors
Michigan
$234K
IA
48
IFP Advisors
Florida
$199K
WF
49
WealthTrust Fairport
Ohio
$174K +$20.9K +549 +14%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$122K -$732K -19,190 -86%

COMT Hedge Fund Activity: Q3 2018 in Review

77 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q3 2018, worth a combined $633M — up 5.7% from $598M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new COMT positions and 10 closed out — a net gain of 3 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $56.3M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $15.8M sold.

  • 77 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q3 2018, up from 74 in Q2 2018.
  • Funds reported $633M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q3 2018, up 5.7% quarter-over-quarter.
  • 13 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q3 2018 and 10 closed out, a net change of +3 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q3 2018 was Charles Schwab Investment Advisory, an estimated $56.3M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q3 2018 was 3EDGE Asset Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2018.