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iShares GSCI Commodity Dynamic Roll Strategy ETF

156 hedge funds and large institutions have $396M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $406M → $396M (-$9.89M)

1.59% less ownership

Funds ownership: 62.72%61.13% (-1.6%)

13% less funds holding

Funds holding: 179156 (-23)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

71% less call options, than puts

Call options by funds: $143K | Put options by funds: $486K

Holders
156
Holders Change
-23
Holders Change %
-12.85%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
61
Closed
36
Calls
$143K
Puts
$486K
Net Calls
-$343K
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Venturi Wealth Management
Texas
$1.08K -$1.06K -41 -51%
SAM
152
Smartleaf Asset Management
Massachusetts
$800
OLVIG
153
Oliver Lagore Vanvalin Investment Group
Michigan
$751
EWA
154
EverSource Wealth Advisors
Alabama
$437 -$490 -19 -54%
FCA
155
FinTrust Capital Advisors
South Carolina
$81
AWM
156
AllSquare Wealth Management
New York
$54
BTI
157
Blue Trust Inc
Georgia
$4 -$26.7K -1,037 Closed
MWM
158
Marion Wealth Management
Pennsylvania
-$3.69M -147,147 Closed
FIA
159
Foundations Investment Advisors
Arizona
-$3.49M -137,098 Closed
TC
160
TAP Consulting
Missouri
-$2.57M -102,562 Closed
DADC
161
D.A. Davidson & Co
Montana
-$1.71M -68,352 Closed
WI
162
WBI Investments
New Jersey
-$775K -30,901 Closed
Stifel Financial
163
Stifel Financial
Missouri
-$631K -25,188 Closed
FPAS
164
Focus Partners Advisor Solutions
Missouri
-$381K -15,189 Closed
CFO
165
Colony Family Offices
North Carolina
-$362K -14,453 Closed
PAS
166
Park Avenue Securities
New York
-$274K -10,938 Closed
AWS
167
Atria Wealth Solutions
New York
-$252K -10,058 Closed
CA
168
Calton & Associates
Florida
-$230K -9,159 Closed
PCS
169
Private Client Services
Kentucky
-$212K -8,448 Closed
BCM
170
Becker Capital Management
Oregon
-$208K -8,310 Closed
TSS
171
Two Sigma Securities
New York
-$201K -8,010 Closed
ASN
172
Advisory Services Network
Georgia
-$75.1K -2,997 Closed
OP
173
ORG Partners
Indiana
-$63.5K -2,527 Closed
Loomis, Sayles & Company
174
Loomis, Sayles & Company
Massachusetts
-$56K -2,252 Closed
Wells Fargo
175
Wells Fargo
California
-$20.6K -798 Closed

COMT Hedge Fund Activity: Q1 2024 in Review

156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q1 2024, worth a combined $396M — down 2.4% from $406M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of COMT and 17 opened new positions — a net loss of 19 holders — while 61 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $7.47M. The largest seller was Morgan Stanley, cutting an estimated $10.9M.

  • 156 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q1 2024, down from 179 in Q4 2023.
  • Funds reported $396M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 17 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q1 2024 and 36 closed out, a net change of -19 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q1 2024 was Bank of America, an estimated $7.47M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q1 2024 was Morgan Stanley, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.