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iShares GSCI Commodity Dynamic Roll Strategy ETF

31 hedge funds and large institutions have $249M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

31% more capital invested

Capital invested by funds: $191M → $249M (+$58.9M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more funds holding

Funds holding: 3031 (+1)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$224M +$36M +1,320,244 +20%
BCI
2
Brinker Capital Investments
Pennsylvania
$15.7M +$14.5M +533,235 +5,120%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.86M +$175K +6,430 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.02M +$1.91M +70,115 New
LIA
5
LS Investment Advisors
Michigan
$904K +$467K +17,125 +120%
William Blair & Company
6
William Blair & Company
Illinois
$797K +$754K +27,635 New
BA
7
BlackRock Advisors
Delaware
$725K +$53.9K +1,976 +9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$416K +$393K +14,402 New
Axa
9
Axa
France
$315K
SWA
10
Sutton Wealth Advisors
Florida
$295K +$279K +10,213 New
UBS Group
11
UBS Group
Switzerland
$274K -$160K -5,868 -38%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$273K +$259K +9,504 New
WA
13
WealthTrust-Arizona
Arizona
$173K +$29.3K +1,074 +22%
GI
14
Gradient Investments
Minnesota
$102K -$1.11M -40,831 -92%
TRCT
15
Tower Research Capital (TRC)
New York
$26K +$7.09K +260 +40%
MFS
16
MSI Financial Services
Massachusetts
$25K +$6.03K +221 +34%
RFA
17
Reilly Financial Advisors
California
$24K
Creative Planning
18
Creative Planning
Kansas
$22K +$21.2K +777 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14K +$2.32K +85 +21%
Morgan Stanley
20
Morgan Stanley
New York
$13K +$518 +19 +4%
AIG
21
American International Group
New York
$12K +$8.1K +297 +291%
GWM
22
Geneos Wealth Management
Colorado
$12K +$11.9K +436 New
AIM
23
Advantage Investment Management
Iowa
$11K
WA
24
WFG Advisors
Texas
$10K -$2.29K -84 -19%
GT
25
Glenmede Trust
Pennsylvania
$7K

COMT Hedge Fund Activity: Q1 2016 in Review

31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q1 2016, worth a combined $249M — up 31% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new COMT positions and 9 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Windhaven Investment Management, adding an estimated $36M. The largest seller was Gradient Investments, cutting an estimated $1.11M.

  • 31 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q1 2016, up from 30 in Q4 2015.
  • Funds reported $249M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q1 2016, up 31% quarter-over-quarter.
  • 10 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q1 2016 and 9 closed out, a net change of +1 holder.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q1 2016 was Windhaven Investment Management, an estimated $36M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q1 2016 was Gradient Investments, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2016.