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iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036

140 hedge funds and large institutions have $279M invested in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
19
Increased
30
Reduced
50
Closed
13
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
-$4.95M
Name Market Value Shares Shares
Change
Shares
Change %
BBA
1
BLB&B Advisors
Pennsylvania
$40.7M 1,339,330 -60,287 -4%
OPCM
2
Osborne Partners Capital Management
California
$22.7M 747,275 -4,829 -0.6%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$16.2M 533,238 -85,196 -14%
DCM
4
Dimension Capital Management
Florida
$15.2M 500,943 -6,408 -1%
Goldman Sachs
5
Goldman Sachs
New York
$14.6M 481,928 -568 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$14.2M 466,596 +410,285 +729%
HBT
7
Heartland Bank & Trust
Illinois
$12.4M 408,080 +239,070 +141%
WTB
8
Washington Trust Bank
Washington
$7.48M 246,147 +114,044 +86%
C
9
Certuity
Florida
$7.45M 245,131 +201,482 +462%
FA
10
Forefront Analytics
Pennsylvania
$6.87M 226,165 +173,161 +327%
CRC
11
Curi RMB Capital
Illinois
$5.66M 186,293 +186,293 New
APW
12
Acima Private Wealth
Virginia
$5.57M 183,232 +3,058 +2%
LFA
13
Legend Financial Advisors
Pennsylvania
$4.91M 161,447 +2,567 +2%
Ameriprise
14
Ameriprise
Minnesota
$4.88M 160,634 +2,516 +2%
SGCA
15
Steel Grove Capital Advisors
Tennessee
$4.36M 143,598 +143,598 New
CA
16
CoreCap Advisors
Michigan
$3.98M 130,900 +3,044 +2%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$3.85M 126,732 -408,052 -76%
LPL Financial
18
LPL Financial
California
$3.67M 120,746 +2,909 +2%
IWMA
19
Ironwood Wealth Management (Arizona)
Arizona
$3.64M 119,723 -20,082 -14%
HW
20
Hancock Whitney
Mississippi
$3.52M 115,771 +5,379 +5%
UBS Group
21
UBS Group
Switzerland
$3.16M 104,069 -2,933 -3%
AI
22
Atria Investments
North Carolina
$3.12M 102,632 -4,487 -4%
CC
23
Cultivar Capital
Texas
$3.12M 102,631 +102,631 New
BRWA
24
B. Riley Wealth Advisors
Florida
$2.98M 98,199 -3,870 -4%
ACA
25
Ackerman Capital Advisors
Texas
$2.49M 82,037 -6,118 -7%