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iShares GSCI Commodity Dynamic Roll Strategy ETF

76 hedge funds and large institutions have $315M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% less ownership

Funds ownership: 101.66%100.64% (-1%)

6% less funds holding

Funds holding: 8176 (-5)

20% less capital invested

Capital invested by funds: $395M → $315M (-$79.4M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
19
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$118M -$61.1M -1,873,963 -34%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$111M
M&T Bank
3
M&T Bank
New York
$13.4M
ACM
4
Alpha Capital Management
Texas
$9.86M +$145K +4,454 +1%
EWM
5
Empirical Wealth Management
Washington
$6.24M +$1.65M +50,681 +36%
PFM
6
Peak Financial Management
Massachusetts
$5.38M -$53.3K -1,634 -1%
PFG
7
Pacific Financial Group
Washington
$5.01M +$16.2K +498 +0.3%
FHA
8
Flagship Harbor Advisors
Massachusetts
$4.51M -$27.9K -855 -0.6%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M +$292K +8,949 +8%
UBS Group
10
UBS Group
Switzerland
$3.44M -$555K -17,015 -14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.2M -$712K -21,826 -18%
WDL
12
Well Done LLC
Michigan
$2.65M +$95.9K +2,941 +4%
LPL Financial
13
LPL Financial
California
$2.38M -$239K -7,340 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.33M
HW
15
Hancock Whitney
Mississippi
$1.99M +$1.54M +47,171 +349%
PGA
16
Premia Global Advisors
Florida
$1.6M +$812K +24,895 +103%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.48M +$25.2K +774 +2%
PFA
18
Paradigm Financial Advisors
Missouri
$1.48M -$11.8K -361 -0.8%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.46M -$40.5K -1,241 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.31M +$944K +28,951 +264%
FCIM
21
Fairview Capital Investment Management
California
$1.2M -$132K -4,051 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.11M +$61.4K +1,883 +6%
FNBOSM
23
First National Bank of South Miami
Florida
$998K -$3.85K -118 -0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$986K -$81.5K -2,499 -8%
Jane Street
25
Jane Street
New York
$839K -$71.2K -2,184 -8%

COMT Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q2 2019, worth a combined $315M — down 20% from $395M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of COMT and 10 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Empirical Wealth Management, adding an estimated $1.65M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $61.1M.

  • 76 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q2 2019, down from 81 in Q1 2019.
  • Funds reported $315M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q2 2019, down 20% quarter-over-quarter.
  • 10 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q2 2019 and 14 closed out, a net change of -4 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q2 2019 was Empirical Wealth Management, an estimated $1.65M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2019.