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iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) Institutional Ownership

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$49.88 +0.06 (+0.12%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Bloomberg Roll Select Commodity Strategy ETF (NYSEARCA:CMDY)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$33.62M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$12.29M
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CMDY Institutional Buying and Selling by Quarter

iShares Bloomberg Roll Select Commodity Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Brighton Jones LLC7,145$340K0.0%N/A0.150%
1/16/2025 Sugar Maple Asset Management LLC1,489$71K0.1%N/A0.031%
1/15/2025 Lake Street Private Wealth LLC14,725$701K0.1%-3.6%0.310%
1/15/2025 Seaside Wealth Management Inc.5,346$254K0.1%+4.3%0.113%
1/7/2025 Horizons Wealth Management65,005$3.09M2.4%+22.9%1.369%
12/26/2024JPMorgan Chase & Co.60,629$3.02M0.0%+551,072.7%1.276%
11/15/2024Jane Street Group LLC45,997$2.29M0.0%-72.2%0.968%
11/15/2024Kovitz Investment Group Partners LLC8,536$426K0.0%-70.5%0.180%
11/12/2024Kingsview Wealth Management LLC19,077$951K0.0%-2.0%0.402%
11/5/2024FDx Advisors Inc.89,028$4.44M1.2%-6.6%1.874%
11/4/2024Alaska Permanent Capital Management768,817$38.34M3.0%+1.5%16.186%
11/4/2024Alaska Wealth Advisors356,404$17.77M2.7%+52.0%7.503%
11/1/2024Leavell Investment Management Inc.4,123$206K0.0%-7.2%0.087%
11/1/2024Hollencrest Capital Management12,809$639K0.0%+10.0%0.270%
10/28/2024Principal Securities Inc.211,557$10.55M0.3%+7.6%4.454%
10/28/2024US Bancorp DE5,585$278K0.0%+16.0%0.118%
10/23/2024Silver Oak Securities Incorporated17,747$886K0.1%+443,575.0%0.374%
8/21/2024Truist Financial Corp30,190$1.49M0.0%+45.1%0.636%
8/14/2024Bank of Montreal Can73,900$3.71M0.0%+143.4%1.556%
8/13/2024Hollencrest Capital Management11,641$575K0.0%-12.0%0.245%
8/12/2024Intrepid Financial Planning Group LLC57,674$2.85M1.2%-3.1%1.214%
8/12/2024Hsbc Holdings PLC11,898$588K0.0%N/A0.250%
8/8/2024Envestnet Asset Management Inc.287,674$14.21M0.0%+13.3%6.056%
8/2/2024FDx Advisors Inc.95,337$4.71M1.3%-2.9%2.007%
7/31/2024Commonwealth Equity Services LLC6,996$346K0.0%+14.6%0.147%
7/30/2024Wolf Group Capital Advisors45,569$2.25M0.9%+348.2%0.959%
7/22/2024Alaska Wealth Advisors234,480$11.58M1.8%-2.4%4.936%
7/22/2024 Horizons Wealth Management50,917$2.46M1.9%-44.5%1.072%
5/16/2024Jane Street Group LLC97,045$4.65M0.0%+154.0%2.043%
5/9/2024Kingsview Wealth Management LLC16,479$790K0.0%-2.0%0.347%
5/8/2024Avantax Advisory Services Inc.30,710$1.47M0.0%+18.4%0.647%
5/2/2024Pullen Investment Management LLC9,436$452K0.4%N/A0.199%
4/24/2024Leavell Investment Management Inc.5,007$240K0.0%-4.5%0.107%
3/6/2024SageView Advisory Group LLC5,263$248K0.0%-66.7%0.081%
2/13/2024Intrepid Financial Planning Group LLC62,494$2.94M1.4%-15.0%0.961%
2/9/2024SageView Advisory Group LLC5,263$248K0.0%-66.7%0.081%
2/9/2024InterOcean Capital Group LLC13,088$616K0.0%-12.5%0.201%
2/8/2024WT Wealth Management9,427$444K0.2%-7.0%0.145%
2/7/2024Avantax Advisory Services Inc.25,940$1.22M0.0%+22.8%0.399%
2/7/2024Strategic Advocates LLC5,941$280K0.1%-65.7%0.091%
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2/7/2024Principal Securities Inc.138,542$6.52M0.2%N/A2.131%
2/6/2024Disciplina Capital Management LLC105,469$4.96M0.9%+33.7%1.623%
2/5/2024Silver Oak Securities Incorporated16,450$774K0.1%+411,150.0%0.253%
2/2/2024Truist Financial Corp13,263$624K0.0%+44.6%0.204%
2/1/2024Telemus Capital LLC46,371$2.18M0.2%-4.7%0.713%
2/1/2024CWM LLC6,815$321K0.0%+13,262.7%0.105%
1/30/2024 Octavia Wealth Advisors LLC325,527$15.32M2.7%+10.8%5.008%
1/29/2024 ORG Partners LLC805$38K0.0%N/A0.012%
1/24/2024 Seaside Wealth Management Inc.5,125$241K0.1%+5.1%0.079%
1/23/2024Leavell Investment Management Inc.5,242$247K0.0%N/A0.081%
1/22/2024Wolf Group Capital Advisors10,167$503K0.2%-7.7%0.156%
1/16/2024Alaska Wealth Advisors319,297$15.02M2.5%+3.7%4.912%
1/16/2024Alaska Permanent Capital Management746,431$35.11M2.9%+0.2%11.484%
1/8/2024 Horizons Wealth Management91,803$4.32M2.8%+17.6%1.412%
12/4/2023WT Wealth Management10,136$522K0.2%-7.2%0.156%
11/13/2023Hollencrest Capital Management11,398$587K0.1%-10.9%0.175%
11/13/2023Stifel Financial Corp38,239$1.97M0.0%-7.0%0.588%
11/13/2023Hsbc Holdings PLC6,907$356K0.0%+9.3%0.106%
11/13/2023Envestnet Asset Management Inc.208,105$10.72M0.0%+5.6%3.202%
11/8/2023Avantax Advisory Services Inc.21,129$1.09M0.0%+21.7%0.325%
11/7/2023Kingsview Wealth Management LLC16,732$862K0.0%+3.4%0.257%
11/3/2023Intrepid Financial Planning Group LLC73,489$3.79M2.0%-4.5%1.131%
11/3/2023SageView Advisory Group LLC15,788$813K0.0%-95.8%0.243%
11/2/2023FDx Advisors Inc.103,277$5.32M0.4%-2.3%1.589%
11/1/2023Orion Portfolio Solutions LLC26,396$1.36M0.0%+1.8%0.406%
10/31/2023Alaska Permanent Capital Management744,853$38.42M3.4%-6.7%11.459%
10/31/2023Alaska Wealth Advisors307,903$15.86M2.5%+29.1%4.737%
10/30/2023 Octavia Wealth Advisors LLC293,902$15.14M3.1%+3.0%4.522%
10/25/2023Telemus Capital LLC48,675$2.51M0.2%-5.0%0.749%
10/23/2023Commonwealth Equity Services LLC7,376$380K0.0%-11.0%0.113%
10/12/2023 Horizons Wealth Management78,073$4.02M2.9%+5.8%1.201%
10/11/2023 Smith Anglin Financial LLC17,391$896K0.1%-26.1%0.268%
10/10/2023Ameliora Wealth Management Ltd.771$40K0.0%-98.1%0.012%
8/15/2023Cohen & Steers Inc.2,509$124K0.0%-30.9%0.039%
8/11/2023SageView Advisory Group LLC375,184$18.58M1.0%+32.1%5.772%
8/11/2023Evergreen Wealth Solutions LLC6,200$307K0.3%-18.7%0.095%
8/10/2023Hollencrest Capital Management12,788$633K0.1%+11.5%0.197%
8/10/2023Legacy Capital Group California Inc.4,197$208K0.1%+6.4%0.065%
8/10/2023Cetera Advisor Networks LLC10,093$500K0.0%N/A0.155%
8/10/2023Cetera Investment Advisers8,425$417K0.0%+10.5%0.130%
8/4/2023Envestnet Asset Management Inc.196,993$9.75M0.0%+235.3%3.031%
8/2/2023Bank of Montreal Can59,481$3.05M0.0%N/A0.894%
8/2/2023Silver Oak Securities Incorporated6,462$320K0.1%N/A0.097%
8/1/2023Truist Financial Corp5,703$282K0.0%N/A0.086%
7/31/2023LPL Financial LLC41,578$2.06M0.0%+2.1%0.625%
7/31/2023Wolf Group Capital Advisors10,173$497K0.2%+10.9%0.153%
7/28/2023Alaska Wealth Advisors238,451$11.81M1.9%N/A3.586%
7/28/2023Alaska Permanent Capital Management798,520$39.54M3.3%+31.1%12.008%
7/25/2023WT Wealth Management10,925$541K0.2%+19.9%0.164%
7/18/2023 Octavia Wealth Advisors LLC285,228$14.12M2.9%+7.7%4.289%
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7/18/2023 Lake Street Financial LLC15,837$784K0.1%+1.3%0.238%
7/17/2023FDx Advisors Inc.105,681$5.23M0.3%N/A1.589%
7/10/2023Ameliora Wealth Management Ltd.40,386$2M1.2%-16.8%0.607%
7/10/2023Telemus Capital LLC51,242$2.54M0.2%-5.7%0.771%
7/10/2023 Smith Anglin Financial LLC23,518$1.16M0.1%-93.6%0.354%
7/3/2023 Horizons Wealth Management73,817$3.63M2.6%-4.1%1.110%
5/11/2023Legacy Capital Group California Inc.3,945$203K0.1%N/A0.066%
5/9/2023Alaska Permanent Capital Management609,146$31.38M2.9%+61.6%10.238%
5/4/2023Mirae Asset Global Investments Co. Ltd.237,891$12.26M0.0%+146.5%3.998%
5/2/2023Intrepid Financial Planning Group LLC83,655$4.31M2.2%-1.5%1.406%
(Data available from 1/1/2016 forward)

CMDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMDY shares?

During the previous two years, 67 institutional investors and hedge funds held shares of iShares Bloomberg Roll Select Commodity Strategy ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($256.16B), Alaska Permanent Capital Management ($38.34M), Alaska Wealth Advisors ($17.77M), Octavia Wealth Advisors LLC ($15.32M), Envestnet Asset Management Inc. ($14.21M), Mirae Asset Global Investments Co. Ltd. ($12.26M), and Destiny Wealth Partners LLC ($10.63M).Learn more on CMDY's institutional investors.

Which institutional investors have been buying iShares Bloomberg Roll Select Commodity Strategy ETF stock?

Of the 57 institutional investors that purchased iShares Bloomberg Roll Select Commodity Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Wealth Advisors ($441.22K), Alaska Permanent Capital Management ($434.51K), Mirae Asset Global Investments Co. Ltd. ($237.89K), SageView Advisory Group LLC ($207.25K), Envestnet Asset Management Inc. ($205.07K), Principal Securities Inc. ($153.53K), and FDx Advisors Inc. ($105.68K).

How much institutional buying is happening at iShares Bloomberg Roll Select Commodity Strategy ETF?

Institutional investors have bought a total of 2,622,666 shares in the last 24 months. This purchase volume represents approximately $132.20M in transactions.

Which iShares Bloomberg Roll Select Commodity Strategy ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold iShares Bloomberg Roll Select Commodity Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SageView Advisory Group LLC ($380.45K), Smith Anglin Financial LLC ($351.26K), CFS Investment Advisory Services LLC ($178.68K), Jane Street Group LLC ($119.57K), WT Wealth Management ($84.80K), Alaska Permanent Capital Management ($56.72K), and Ameliora Wealth Management Ltd. ($47.75K).

How much institutional selling is happening at iShares Bloomberg Roll Select Commodity Strategy ETF?

Institutional investors have sold a total of 1,373,708 shares in the last 24 months. This volume of shares sold represents approximately $70.03M in transactions.


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This page (NYSEARCA:CMDY) was last updated on 1/21/2025 by MarketBeat.com Staff
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