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iShares GSCI Commodity Dynamic Roll Strategy ETF

60 hedge funds and large institutions have $215M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 99.24%101.06% (+1.8%)

3% less funds holding

Funds holding: 6260 (-2)

20% less capital invested

Capital invested by funds: $269M → $215M (-$54.5M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 25

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
9
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$111M
Charles Schwab
2
Charles Schwab
California
$64.6M -$60.1M -2,627,254 -49%
M&T Bank
3
M&T Bank
New York
$8.98M +$2M +87,549 +30%
ACM
4
Alpha Capital Management
Texas
$5.77M -$143K -6,267 -3%
PFM
5
Peak Financial Management
Massachusetts
$3.51M -$357K -15,586 -10%
Qube Research & Technologies (QRT)
6
Qube Research & Technologies (QRT)
United Kingdom
$2.16M +$1.1M +48,215 +113%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.44M +$1.38M +60,477 New
Bank of America
8
Bank of America
North Carolina
$1.34M +$258K +11,273 +25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.31M -$29.7K -1,298 -2%
LPL Financial
10
LPL Financial
California
$1.13M -$147K -6,404 -12%
UBS Group
11
UBS Group
Switzerland
$1.09M -$666K -29,084 -39%
Jane Street
12
Jane Street
New York
$1.04M +$1.01M +43,964 New
NL
13
NWAM LLC
Washington
$960K +$578K +25,245 +166%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$893K +$65.9K +2,881 +8%
FCIM
15
Fairview Capital Investment Management
California
$865K -$344K -15,010 -29%
FHA
16
Flagship Harbor Advisors
Massachusetts
$846K -$295K -12,872 -27%
WDL
17
Well Done LLC
Michigan
$600K -$655K -28,596 -53%
EH
18
Equitable Holdings
New York
$557K
FNC
19
First National Corp
Massachusetts
$550K -$89.5K -3,910 -14%
ASN
20
Advisory Services Network
Georgia
$496K +$172K +7,526 +56%
Osaic Holdings
21
Osaic Holdings
Arizona
$485K -$314K -13,727 -40%
SHWM
22
Silicon Hills Wealth Management
Texas
$466K -$40.6K -1,776 -8%
3AM
23
3EDGE Asset Management
Florida
$432K +$416K +18,184 New
CIA
24
Choate Investment Advisors
Massachusetts
$388K
FNBOSM
25
First National Bank of South Miami
Florida
$383K -$246K -10,748 -40%

COMT Hedge Fund Activity: Q2 2020 in Review

60 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q2 2020, worth a combined $215M — down 20% from $269M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of COMT and 7 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 9 added.

The largest buyer was M&T Bank, adding an estimated $2M. The largest seller was Charles Schwab, cutting an estimated $60.1M.

  • 60 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $215M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q2 2020, down 20% quarter-over-quarter.
  • 7 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q2 2020 and 9 closed out, a net change of -2 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q2 2020 was M&T Bank, an estimated $2M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q2 2020 was Charles Schwab, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2020.