We are live on ! Find out more
COMT icon

iShares GSCI Commodity Dynamic Roll Strategy ETF

43 hedge funds and large institutions have $131M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

14% less funds holding

Funds holding: 5043 (-7)

20.17% less ownership

Funds ownership: 86.05%65.88% (-20%)

25% less capital invested

Capital invested by funds: $175M → $131M (-$43.9M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
21
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$52.6M -$6.39M -186,421 -11%
BCI
2
Brinker Capital Investments
Pennsylvania
$19.7M -$418K -12,212 -2%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$19.5M +$1.59M +46,449 +9%
3AM
4
3EDGE Asset Management
Florida
$10.5M +$2.15M +62,900 +25%
Stifel Financial
5
Stifel Financial
Missouri
$8.13M +$936K +27,335 +13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.41M -$84.7K -2,473 -2%
UBS Group
7
UBS Group
Switzerland
$2.21M +$1.87M +54,487 +480%
BlackRock
8
BlackRock
New York
$1.87M +$1.91M +55,861 New
SHIM
9
Stone House Investment Management
Pennsylvania
$1.66M +$25.9K +756 +2%
WDL
10
Well Done LLC
Michigan
$1.06M +$1.08M +31,657 New
LIA
11
LS Investment Advisors
Michigan
$1.06M +$17.1K +500 +2%
AG
12
Advisor Group
Arizona
$1.06M +$54.2K +1,582 +5%
UCFA
13
United Capital Financial Advisors
Texas
$844K -$421K -12,279 -33%
HighTower Advisors
14
HighTower Advisors
Illinois
$822K +$329K +9,618 +64%
SWA
15
Sutton Wealth Advisors
Florida
$518K +$75.5K +2,205 +17%
DIA
16
Dana Investment Advisors
Wisconsin
$455K
Axa
17
Axa
France
$443K
AI
18
Atria Investments
North Carolina
$389K +$397K +11,588 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$387K +$87.6K +2,557 +28%
FAAS
20
First Allied Advisory Services
California
$364K +$41.8K +1,220 +13%
AEPG
21
American Economic Planning Group
New Jersey
$360K +$367K +10,728 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$301K -$39.6K -1,155 -11%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$297K -$516K -15,069 -63%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$265K +$26.3K +769 +11%
LPL Financial
25
LPL Financial
California
$265K +$32.8K +957 +14%

COMT Hedge Fund Activity: Q1 2017 in Review

43 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q1 2017, worth a combined $131M — down 25% from $175M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of COMT and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was 3EDGE Asset Management, adding an estimated $2.15M. The largest seller was Windhaven Investment Management, cutting an estimated $6.39M.

  • 43 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q1 2017, down from 50 in Q4 2016.
  • Funds reported $131M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q1 2017, down 25% quarter-over-quarter.
  • 5 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q1 2017 and 7 closed out, a net change of -2 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q1 2017 was 3EDGE Asset Management, an estimated $2.15M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q1 2017 was Windhaven Investment Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2017.