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iShares GSCI Commodity Dynamic Roll Strategy ETF
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Overview Fund Activity

179 hedge funds and large institutions have $474M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-35
Holders Change %
-16.36%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
38
Reduced
102
Closed
48
Calls
$94K
Puts
$57K
Net Calls
+$37K
Net Calls Change
+$104K

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$28.1M
2
FCIM
2
Fairview Capital Investment Management
California
$4.13M
3
FIA
3
Foundations Investment Advisors
Arizona
$2.39M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$2.83M
5
NL
5
NWAM LLC
Washington
$4.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$57.6M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.33M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.61M
5
Jane Street
5
Jane Street
New York
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
126
ORG Partners
Indiana
$43K +$43K +1,654 New
KFS
127
Kelly Financial Services
Massachusetts
$40.7K -$35.4K -1,362 -47%
BWM
128
Baystate Wealth Management
Massachusetts
$37.3K -$1.9K -73 -5%
WWP
129
WR Wealth Planners
Missouri
$35.7K -$47K -1,808 -57%
SWM
130
Spire Wealth Management
Virginia
$31.9K +$3.9K +150 +14%
NA
131
NewEdge Advisors
Louisiana
$30.2K -$24.4K -939 -45%
FFA
132
Founders Financial Alliance
North Carolina
$29.3K -$312 -12 -1%
AWM
133
Avior Wealth Management
Nebraska
$28K – – –
NFSG
134
Newbridge Financial Services Group
Florida
$27.4K – – –
AA
135
Ancora Advisors
Ohio
$25.7K -$52 -2 -0.2%
MWM
136
Mascoma Wealth Management
New Hampshire
$23K +$23K +810 New
CWP
137
Concord Wealth Partners
Virginia
$21.3K +$10.7K +410 +100%
GGI
138
Godsey & Gibb Inc
Virginia
$16.2K +$16.2K +624 New
CFFP
139
Center for Financial Planning
Michigan
$15.5K +$15.5K +596 New
SSB
140
Sandy Spring Bank
Maryland
$15.3K – – –
CPG
141
Cornerstone Planning Group
New Jersey
$15.2K +$15.2K +584 New
Simplex Trading
142
Simplex Trading
Illinois
$15K -$7.77K -317 -34%
HWM
143
Horizons Wealth Management
North Carolina
$14.9K – – –
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$11.3K – – –
HIA
145
Harbor Investment Advisory
Maryland
$11.2K -$2.62K -101 -19%
AC
146
AlphaCore Capital
California
$9.28K +$9.28K +357 New
WP
147
WealthShield Partners
North Carolina
$8.21K -$1.92K -74 -19%
AF
148
Advisornet Financial
Minnesota
$6.37K -$1.17K -45 -16%
SWA
149
SOA Wealth Advisors
New York
$6.11K +$623 +24 +11%
CAS
150
Coppell Advisory Solutions
Texas
$5.29K +$5.29K +205 New
4 5
6
7 8