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iShares GSCI Commodity Dynamic Roll Strategy ETF

290 hedge funds and large institutions have $2.33B invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 28

15% more funds holding

Funds holding: 252290 (+38)

2.67% more ownership

Funds ownership: 90.1%92.78% (+2.7%)

4% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 106

8% less capital invested

Capital invested by funds: $2.53B → $2.33B (-$194M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
290
Holders Change
+38
Holders Change %
+15.08%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
69
Increased
102
Reduced
106
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$596M -$63.1M -1,781,914 -8%
Charles Schwab
2
Charles Schwab
California
$251M +$95.5M +2,695,240 +50%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$127M +$146M +4,122,685 New
LPL Financial
4
LPL Financial
California
$123M -$14.5M -409,834 -9%
Bank of America
5
Bank of America
North Carolina
$105M -$12.8M -360,443 -10%
Morgan Stanley
6
Morgan Stanley
New York
$96.1M -$10.9M -308,719 -9%
BlackRock
7
BlackRock
New York
$95.5M -$15.6M -439,263 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$66.3M -$8.92M -251,627 -10%
5L
9
55I LLC
Massachusetts
$59.5M -$11.3M -318,602 -14%
PAS
10
Park Avenue Securities
New York
$54.6M -$6.26M -176,781 -9%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.1M +$320K +9,018 +0.7%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$36M -$7.35M -207,544 -15%
TPWA
13
TRUE Private Wealth Advisors
Oregon
$34.2M -$10.9M -306,732 -22%
MML Investors Services
14
MML Investors Services
Massachusetts
$29.7M +$651K +18,370 +2%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$27.8M +$17.6M +497,768 +124%
MC
16
McMorgan & Co
California
$25.1M -$2.52M -71,216 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.9M -$425K -11,996 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.8M -$1.72M -48,437 -7%
UBS Group
19
UBS Group
Switzerland
$16.7M +$1.55M +43,612 +9%
Jane Street
20
Jane Street
New York
$16.4M +$13.8M +388,401 +274%
AWM
21
AE Wealth Management
Kansas
$14.6M +$4.95M +139,569 +42%
JC
22
JB Capital
Connecticut
$13.5M -$1.92M -54,066 -11%
IDA
23
Intelligence Driven Advisers
California
$12.6M -$2.47M -69,598 -15%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$12.6M -$15.5K -438 -0.1%
PFA
25
Pettinga Financial Advisors
Indiana
$11.9M -$1M -28,241 -7%

COMT Hedge Fund Activity: Q4 2021 in Review

290 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q4 2021, worth a combined $2.33B — down 7.7% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new COMT positions and 28 closed out — a net gain of 41 holders — while 102 added to existing stakes and 106 trimmed.

The largest buyer was Charles Schwab, adding an estimated $95.5M. The largest seller was Envestnet Asset Management, cutting an estimated $63.1M.

  • 290 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q4 2021, up from 252 in Q3 2021.
  • Funds reported $2.33B of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q4 2021, down 7.7% quarter-over-quarter.
  • 69 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q4 2021 and 28 closed out, a net change of +41 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q4 2021 was Charles Schwab, an estimated $95.5M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2021.