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iShares GSCI Commodity Dynamic Roll Strategy ETF

38 hedge funds and large institutions have $267M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

23% more funds holding

Funds holding: 3138 (+7)

7% more capital invested

Capital invested by funds: $249M → $267M (+$17.8M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$237M -$17.6M -560,927 -7%
BCI
2
Brinker Capital Investments
Pennsylvania
$18.3M +$456K +14,516 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.56M +$252K +8,027 +11%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.56M -$664K -21,145 -21%
LIA
5
LS Investment Advisors
Michigan
$1.05M +$25.1K +800 +3%
AG
6
Advisor Group
Arizona
$953K +$914K +29,098 New
William Blair & Company
7
William Blair & Company
Illinois
$858K -$46.8K -1,491 -5%
BA
8
BlackRock Advisors
Delaware
$630K -$187K -5,954 -24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$460K -$12.6K -401 -3%
Axa
10
Axa
France
$381K +$22K +700 +6%
SWA
11
Sutton Wealth Advisors
Florida
$347K +$11K +349 +3%
UBS Group
12
UBS Group
Switzerland
$317K +$4.74K +151 +2%
DWM
13
Destination Wealth Management
California
$300K +$287K +9,139 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$268K -$41.3K -1,316 -14%
NVCHI
15
New Vernon Capital Holdings II
New Jersey
$264K +$258K +8,219 New
HFS
16
HL Financial Services
Kentucky
$214K +$204K +6,510 New
FAAS
17
First Allied Advisory Services
California
$213K +$204K +6,511 New
WA
18
WealthTrust-Arizona
Arizona
$197K
Morgan Stanley
19
Morgan Stanley
New York
$111K +$91.4K +2,912 +625%
GI
20
Gradient Investments
Minnesota
$100K -$15.2K -483 -14%
Bank of America
21
Bank of America
North Carolina
$83K +$79.6K +2,534 New
MFS
22
MSI Financial Services
Massachusetts
$35K +$5.93K +189 +22%
MA
23
MUFG Americas
New York
$21K +$19.8K +629 New
GWM
24
Geneos Wealth Management
Colorado
$14K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13K -$2.67K -85 -18%

COMT Hedge Fund Activity: Q2 2016 in Review

38 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q2 2016, worth a combined $267M — up 7.1% from $249M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new COMT positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $456K. The largest seller was Windhaven Investment Management, cutting an estimated $17.6M.

  • 38 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q2 2016, up from 31 in Q1 2016.
  • Funds reported $267M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 10 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q2 2016 and 3 closed out, a net change of +7 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q2 2016 was Brinker Capital Investments, an estimated $456K added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q2 2016 was Windhaven Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2016.