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iShares GSCI Commodity Dynamic Roll Strategy ETF

222 hedge funds and large institutions have $2.32B invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2021 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 49 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,383% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 6

390% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 10

335% more capital invested

Capital invested by funds: $534M → $2.32B (+$1.79B)

181% more funds holding

Funds holding: 79222 (+143)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.07% more ownership

Funds ownership: 93.24%94.31% (+1.1%)

Holders
222
Holders Change
+143
Holders Change %
+181.01%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
149
Increased
49
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$644M +$609M +18,649,971 +214,367%
Charles Schwab
2
Charles Schwab
California
$343M -$3.17M -96,947 -1%
LPL Financial
3
LPL Financial
California
$127M +$116M +3,545,373 +2,379%
BlackRock
4
BlackRock
New York
$117M +$111M +3,397,715 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$111M
Morgan Stanley
6
Morgan Stanley
New York
$96.2M +$91.1M +2,787,745 +188,107%
Bank of America
7
Bank of America
North Carolina
$82.2M +$53M +1,620,882 +213%
Osaic Holdings
8
Osaic Holdings
Arizona
$74.2M +$67.2M +2,056,092 +2,142%
PAS
9
Park Avenue Securities
New York
$60.8M +$57.6M +1,762,279 New
5L
10
55I LLC
Massachusetts
$50.8M +$44.8M +1,372,349 +1,383%
TPWA
11
TRUE Private Wealth Advisors
Oregon
$47.3M +$15.5M +475,086 +53%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$46.5M +$43.5M +1,331,426 +7,576%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.6M +$38.5M +1,177,889 New
MML Investors Services
14
MML Investors Services
Massachusetts
$27.6M +$25.7M +786,702 +6,481%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20.8M +$19M +581,481 +2,634%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$14.9M +$13.7M +418,031 +3,210%
PFA
17
Pettinga Financial Advisors
Indiana
$14.2M +$5.73M +175,405 +75%
MC
18
McMorgan & Co
California
$13.4M +$12.6M +387,163 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$12.6M +$10.4M +316,886 New
WP
20
WealthSource Partners
California
$12.6M +$11.9M +364,469 New
UBS Group
21
UBS Group
Switzerland
$12.5M +$7.1M +217,256 +149%
Stifel Financial
22
Stifel Financial
Missouri
$11.2M +$5.9M +180,579 +126%
OMC
23
Old Mission Capital
Illinois
$9.87M +$7.39M +226,340 +379%
AWM
24
AE Wealth Management
Kansas
$8.98M +$8.51M +260,440 New
CW
25
CreativeOne Wealth
Kansas
$8.86M +$8.39M +256,942 New

COMT Hedge Fund Activity: Q2 2021 in Review

222 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q2 2021, worth a combined $2.32B — up 335% from $534M a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new COMT positions and 6 closed out — a net gain of 143 holders — while 49 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $609M. The largest seller was Charles Schwab, cutting an estimated $3.17M.

  • 222 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q2 2021, up from 79 in Q1 2021.
  • Funds reported $2.32B of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q2 2021, up 335% quarter-over-quarter.
  • 149 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q2 2021 and 6 closed out, a net change of +143 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $609M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q2 2021 was Charles Schwab, an estimated $3.17M sold.

Based on aggregated 13F filings for Q2 2021.