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iShares GSCI Commodity Dynamic Roll Strategy ETF

325 hedge funds and large institutions have $1.87B invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 139 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.93% more ownership

Funds ownership: 78.98%88.91% (+9.9%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

2% less funds holding

Funds holding: 333325 (-8)

12% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 139

12% less capital invested

Capital invested by funds: $2.13B → $1.87B (-$263M)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

41% less call options, than puts

Call options by funds: $725K | Put options by funds: $1.23M

Holders
325
Holders Change
-8
Holders Change %
-2.4%
% of All Funds
5.6%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
38
Increased
122
Reduced
139
Closed
41
Calls
$725K
Puts
$1.23M
Net Calls
-$504K
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
76
High Falls Advisors
New York
$2.6M +$254K +6,619 +10%
Franklin Resources
77
Franklin Resources
California
$2.57M +$67.2K +1,750 +2%
WDL
78
Well Done LLC
Michigan
$2.54M -$366K -9,529 -12%
WWA
79
WC Walker & Associates
California
$2.49M -$221K -5,763 -8%
MWP
80
Meridian Wealth Partners
Pennsylvania
$2.4M +$3.53K +92 +0.1%
BFG
81
Buttonwood Financial Group
Missouri
$2.32M -$78.4K -2,043 -3%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$2.3M +$1.06M +27,686 +75%
VHAM
83
Van Hulzen Asset Management
California
$2.27M -$143K -3,734 -6%
KFS
84
Kelly Financial Services
Massachusetts
$2.19M -$289K -7,532 -11%
SW
85
SteelPeak Wealth
California
$2.18M +$91.1K +2,372 +4%
Prudential Financial
86
Prudential Financial
New Jersey
$2.12M +$190K +4,955 +9%
Truist Financial
87
Truist Financial
North Carolina
$2.07M +$183K +4,778 +9%
FNBOSM
88
First National Bank of South Miami
Florida
$2.04M +$72.6K +1,890 +3%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$2.04M +$94.2K +2,454 +5%
LWM
90
Liberty Wealth Management
California
$2.03M -$476K -12,401 -18%
APW
91
Austin Private Wealth
Texas
$2.01M +$431K +11,217 +25%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.98M -$234K -6,084 -10%
SXL
93
Summit X LLC
Missouri
$1.98M +$1.54M +40,083 +242%
PAG
94
Private Advisor Group
New Jersey
$1.97M +$805K +20,974 +61%
CFGS
95
Concourse Financial Group Securities
Alabama
$1.94M -$40.7K -1,059 -2%
TSA
96
Tri-Star Advisors
Texas
$1.92M +$48.1K +1,254 +3%
RA
97
RFG Advisory
Alabama
$1.9M -$419K -10,906 -18%
ACM
98
Anfield Capital Management
California
$1.89M -$7.37K -192 -0.4%
RJA
99
Raymond James & Associates
Florida
$1.88M +$1.71M +44,445 +549%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$1.87M -$690K -17,966 -26%

COMT Hedge Fund Activity: Q3 2022 in Review

325 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q3 2022, worth a combined $1.87B — down 12% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of COMT and 38 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 122 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $171M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $44.8M.

  • 325 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q3 2022, down from 333 in Q2 2022.
  • Funds reported $1.87B of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 38 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q3 2022 and 41 closed out, a net change of -3 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $171M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q3 2022 was TRUE Private Wealth Advisors, an estimated $44.8M sold.

Based on aggregated 13F filings for Q3 2022.