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iShares GSCI Commodity Dynamic Roll Strategy ETF

59 hedge funds and large institutions have $233M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $215M → $233M (+$18.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6059 (-1)

2.4% less ownership

Funds ownership: 101.06%98.66% (-2.4%)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
15
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
$65.2M -$2.74M -109,031 -4%
M&T Bank
3
M&T Bank
New York
$15.4M +$5.95M +237,080 +63%
ACM
4
Alpha Capital Management
Texas
$8.56M +$2.51M +99,863 +41%
Bank of America
5
Bank of America
North Carolina
$6.9M +$5.52M +219,826 +389%
PFM
6
Peak Financial Management
Massachusetts
$3.77M +$83.2K +3,315 +2%
UBS Group
7
UBS Group
Switzerland
$2.42M +$1.29M +51,396 +112%
HW
8
Hancock Whitney
Mississippi
$2.03M +$1.82M +72,530 +810%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.28M -$97.1K -3,867 -7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.14M -$375K -14,947 -25%
LPL Financial
11
LPL Financial
California
$1.08M -$105K -4,198 -9%
WS
12
Wedbush Securities
California
$1.04M +$1.04M +41,521 New
ASN
13
Advisory Services Network
Georgia
$999K +$481K +19,146 +92%
FCIM
14
Fairview Capital Investment Management
California
$965K +$56.5K +2,250 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$939K -$25 -1 -0%
NL
16
NWAM LLC
Washington
$937K -$73K -2,909 -7%
DADC
17
D.A. Davidson & Co
Montana
$852K +$856K +34,115 New
EH
18
Equitable Holdings
New York
$615K +$29.6K +1,180 +5%
FNC
19
First National Corp
Massachusetts
$609K -$105K -4,184 -18%
3AM
20
3EDGE Asset Management
Florida
$553K +$99.8K +3,977 +22%
Osaic Holdings
21
Osaic Holdings
Arizona
$526K +$15.2K +606 +3%
SHWM
22
Silicon Hills Wealth Management
Texas
$484K -$6.65K -265 -1%
CIA
23
Choate Investment Advisors
Massachusetts
$478K +$70.6K +2,814 +17%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$430K +$432K +17,225 New
FNBOSM
25
First National Bank of South Miami
Florida
$411K +$8.54K +340 +2%

COMT Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q3 2020, worth a combined $233M — up 8.5% from $215M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new COMT positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was M&T Bank, adding an estimated $5.95M. The largest seller was Charles Schwab, cutting an estimated $2.74M.

  • 59 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q3 2020, down from 60 in Q2 2020.
  • Funds reported $233M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
  • 10 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q3 2020 was M&T Bank, an estimated $5.95M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q3 2020 was Charles Schwab, an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2020.