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iShares GSCI Commodity Dynamic Roll Strategy ETF

176 hedge funds and large institutions have $536M invested in iShares GSCI Commodity Dynamic Roll Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more call options, than puts

Call options by funds: $140K | Put options by funds: $15K

13% more capital invested

Capital invested by funds: $475M → $536M (+$61M)

2.07% more ownership

Funds ownership: 61.5%63.57% (+2.1%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 180176 (-4)

65% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 88

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
31
Reduced
88
Closed
26
Calls
$140K
Puts
$15K
Net Calls
+$125K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$209M -$5.79M -204,957 -3%
Bank of America
2
Bank of America
North Carolina
$64.6M -$52.3K -1,850 -0.1%
NYLIM
3
New York Life Investment Management
New York
$24.3M -$7.08M -250,586 -23%
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.6M -$2.18K -77 -0%
Jane Street
5
Jane Street
New York
$20.4M -$250K -8,845 -1%
Ameriprise
6
Ameriprise
Minnesota
$19.8M +$15M +530,189 +352%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$14M +$8.2M +290,003 +154%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$9.14M +$1.79M +63,510 +25%
EWA
9
Evolution Wealth Advisors
Florida
$8.11M +$213K +7,530 +3%
BlackRock
10
BlackRock
New York
$7.56M +$382K +13,502 +5%
Morgan Stanley
11
Morgan Stanley
New York
$7.47M -$734K -25,957 -9%
RJA
12
Raymond James & Associates
Florida
$7.31M +$4.35M +154,072 +159%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.69M +$384K +13,587 +6%
PFM
14
Peak Financial Management
Massachusetts
$6.25M +$266K +9,405 +5%
NL
15
NWAM LLC
Washington
$5.25M -$133K -4,711 -3%
LPL Financial
16
LPL Financial
California
$5.07M -$338K -11,956 -6%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.07M -$158K -5,604 -3%
AWM
18
AE Wealth Management
Kansas
$4.83M +$722K +25,542 +18%
UBS Group
19
UBS Group
Switzerland
$4.73M -$1.46M -51,486 -24%
FCIM
20
Fairview Capital Investment Management
California
$4.63M -$2.83K -100 -0.1%
VMPIC
21
Varma Mutual Pension Insurance Co
Finland
$3.76M +$3.65M +128,980 New
Stifel Financial
22
Stifel Financial
Missouri
$3.72M -$105K -3,702 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.61M -$1.23M -43,466 -26%
FIA
24
Foundations Investment Advisors
Arizona
$3.03M +$344K +12,163 +13%
Mariner
25
Mariner
Kansas
$2.82M -$154K -5,448 -5%

COMT Hedge Fund Activity: Q3 2023 in Review

176 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) for Q3 2023, worth a combined $536M — up 13% from $475M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of COMT and 24 opened new positions — a net loss of 2 holders — while 88 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $15M. The largest seller was New York Life Investment Management, cutting an estimated $7.08M.

  • 176 institutional investors held iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) as of Q3 2023, down from 180 in Q2 2023.
  • Funds reported $536M of iShares GSCI Commodity Dynamic Roll Strategy ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 24 funds opened new iShares GSCI Commodity Dynamic Roll Strategy ETF positions in Q3 2023 and 26 closed out, a net change of -2 holders.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF buyer in Q3 2023 was Ameriprise, an estimated $15M added.
  • The largest iShares GSCI Commodity Dynamic Roll Strategy ETF seller in Q3 2023 was New York Life Investment Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2023.