We are live on ! Find out more
COMT icon

iShares GSCI Commodity Dynamic Roll Strategy ETF

62 hedge funds and large institutions have $263M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

22% more funds holding

Funds holding: 5162 (+11)

14% more capital invested

Capital invested by funds: $231M → $263M (+$31.7M)

14.96% less ownership

Funds ownership: 88.45%73.49% (-15%)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
22
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$149M -$2.03M -55,131 -1%
BCI
2
Brinker Capital Investments
Pennsylvania
$21.7M -$1.32M -35,762 -6%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$21.4M +$4.2M +113,869 +24%
3AM
4
3EDGE Asset Management
Florida
$14.4M +$14.4M +390,300 New
M&T Bank
5
M&T Bank
New York
$12.2M
PFM
6
Peak Financial Management
Massachusetts
$6.55M -$824K -22,325 -11%
BlackRock
7
BlackRock
New York
$3.19M +$657K +17,799 +26%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.17M +$2.41M +65,389 +321%
HW
9
Hancock Whitney
Mississippi
$3.07M +$890K +24,130 +41%
FHA
10
Flagship Harbor Advisors
Massachusetts
$2.85M +$1.43M +38,830 +97%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.56M +$1.83M +49,733 +254%
CC
12
Claybrook Capital
Massachusetts
$2.51M +$2.51M +68,000 New
SHIM
13
Stone House Investment Management
Pennsylvania
$2.23M +$101K +2,724 +5%
UBS Group
14
UBS Group
Switzerland
$1.94M +$1.23M +33,445 +175%
EWM
15
Empirical Wealth Management
Washington
$1.88M -$145K -3,918 -7%
WDL
16
Well Done LLC
Michigan
$1.56M +$17.1K +463 +1%
QIM
17
Quest Investment Management
Oregon
$1.32M +$1.32M +35,875 New
LPL Financial
18
LPL Financial
California
$1.25M +$728K +19,734 +140%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.03M +$709K +19,214 +220%
UCFA
20
United Capital Financial Advisors
Texas
$888K -$54.3K -1,473 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$715K +$150K +4,068 +27%
MML Investors Services
22
MML Investors Services
Massachusetts
$695K +$344K +9,312 +98%
Axa
23
Axa
France
$671K
PFA
24
Paradigm Financial Advisors
Missouri
$647K +$647K +17,529 New
AG
25
Advisor Group
Arizona
$641K +$158K +4,286 +33%

COMT Hedge Fund Activity: Q1 2018 in Review

62 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q1 2018, worth a combined $263M — up 14% from $231M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new COMT positions and 4 closed out — a net gain of 11 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $14.4M. The largest seller was Windhaven Investment Management, cutting an estimated $2.03M.

  • 62 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q1 2018, up from 51 in Q4 2017.
  • Funds reported $263M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q1 2018, up 14% quarter-over-quarter.
  • 15 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q1 2018 and 4 closed out, a net change of +11 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q1 2018 was 3EDGE Asset Management, an estimated $14.4M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q1 2018 was Windhaven Investment Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2018.