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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$46.81 +0.39 (+0.84%)
(As of 12/20/2024 04:32 PM ET)
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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)
22
Total
Institutional Inflows
(last 12 months)
$30.86M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$12.27M
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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
11/15/2024 Jane Street Group LLC45,997$2.29M0.0%-72.2%0.968%
11/15/2024 Kovitz Investment Group Partners LLC8,536$426K0.0%-70.5%0.180%
11/12/2024 Kingsview Wealth Management LLC19,077$951K0.0%-2.0%0.402%
11/5/2024 FDx Advisors Inc.89,028$4.44M1.2%-6.6%1.874%
11/4/2024 Alaska Permanent Capital Management768,817$38.34M3.0%+1.5%16.186%
11/4/2024 Alaska Wealth Advisors356,404$17.77M2.7%+52.0%7.503%
11/1/2024 Leavell Investment Management Inc.4,123$206K0.0%-7.2%0.087%
11/1/2024 Hollencrest Capital Management12,809$639K0.0%+10.0%0.270%
10/28/2024 Principal Securities Inc.211,557$10.55M0.3%+7.6%4.454%
10/28/2024 US Bancorp DE5,585$278K0.0%+16.0%0.118%
10/23/2024 Silver Oak Securities Incorporated17,747$886K0.1%+443,575.0%0.374%
8/21/2024 Truist Financial Corp30,190$1.49M0.0%+45.1%0.636%
8/14/2024 Bank of Montreal Can73,900$3.71M0.0%+143.4%1.556%
8/13/2024 Hollencrest Capital Management11,641$575K0.0%-12.0%0.245%
8/12/2024 Intrepid Financial Planning Group LLC57,674$2.85M1.2%-3.1%1.214%
8/12/2024 Hsbc Holdings PLC11,898$588K0.0%N/A0.250%
8/8/2024 Envestnet Asset Management Inc.287,674$14.21M0.0%+13.3%6.056%
8/2/2024 FDx Advisors Inc.95,337$4.71M1.3%-2.9%2.007%
7/31/2024Commonwealth Equity Services LLC6,996$346K0.0%+14.6%0.147%
7/30/2024 Wolf Group Capital Advisors45,569$2.25M0.9%+348.2%0.959%
7/22/2024 Alaska Wealth Advisors234,480$11.58M1.8%-2.4%4.936%
7/22/2024 Horizons Wealth Management50,917$2.46M1.9%-44.5%1.072%
5/16/2024 Jane Street Group LLC97,045$4.65M0.0%+154.0%2.043%
5/9/2024 Kingsview Wealth Management LLC16,479$790K0.0%-2.0%0.347%
5/8/2024 Avantax Advisory Services Inc.30,710$1.47M0.0%+18.4%0.647%
5/2/2024 Pullen Investment Management LLC9,436$452K0.4%N/A0.199%
4/24/2024 Leavell Investment Management Inc.5,007$240K0.0%-4.5%0.107%
3/6/2024 SageView Advisory Group LLC5,263$248K0.0%-66.7%0.081%
2/13/2024 Intrepid Financial Planning Group LLC62,494$2.94M1.4%-15.0%0.961%
2/9/2024 SageView Advisory Group LLC5,263$248K0.0%-66.7%0.081%
2/9/2024InterOcean Capital Group LLC13,088$616K0.0%-12.5%0.201%
2/8/2024 WT Wealth Management9,427$444K0.2%-7.0%0.145%
2/7/2024 Avantax Advisory Services Inc.25,940$1.22M0.0%+22.8%0.399%
2/7/2024Strategic Advocates LLC5,941$280K0.1%-65.7%0.091%
2/7/2024 Principal Securities Inc.138,542$6.52M0.2%N/A2.131%
2/6/2024 Disciplina Capital Management LLC105,469$4.96M0.9%+33.7%1.623%
2/5/2024 Silver Oak Securities Incorporated16,450$774K0.1%+411,150.0%0.253%
2/2/2024 Truist Financial Corp13,263$624K0.0%+44.6%0.204%
2/1/2024Telemus Capital LLC46,371$2.18M0.2%-4.7%0.713%
2/1/2024 CWM LLC6,815$321K0.0%+13,262.7%0.105%
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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%
1/23/2024 Leavell Investment Management Inc.5,242$247K0.0%N/A0.081%
1/22/2024 Wolf Group Capital Advisors10,167$503K0.2%-7.7%0.156%
1/16/2024 Alaska Wealth Advisors319,297$15.02M2.5%+3.7%4.912%
1/16/2024 Alaska 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%
12/4/2023 WT Wealth Management10,136$522K0.2%-7.2%0.156%
11/13/2023 Hollencrest Capital Management11,398$587K0.1%-10.9%0.175%
11/13/2023 Stifel Financial Corp38,239$1.97M0.0%-7.0%0.588%
11/13/2023 Hsbc Holdings PLC6,907$356K0.0%+9.3%0.106%
11/13/2023 Envestnet Asset Management Inc.208,105$10.72M0.0%+5.6%3.202%
11/8/2023 Avantax Advisory Services Inc.21,129$1.09M0.0%+21.7%0.325%
11/7/2023 Kingsview Wealth Management LLC16,732$862K0.0%+3.4%0.257%
11/3/2023 Intrepid Financial Planning Group LLC73,489$3.79M2.0%-4.5%1.131%
11/3/2023 SageView Advisory Group LLC15,788$813K0.0%-95.8%0.243%
11/2/2023 FDx Advisors Inc.103,277$5.32M0.4%-2.3%1.589%
11/1/2023 Orion Portfolio Solutions LLC26,396$1.36M0.0%+1.8%0.406%
10/31/2023 Alaska Permanent Capital Management744,853$38.42M3.4%-6.7%11.459%
10/31/2023 Alaska 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%
10/10/2023 Ameliora Wealth Management Ltd.771$40K0.0%-98.1%0.012%
8/15/2023 Cohen & Steers Inc.2,509$124K0.0%-30.9%0.039%
8/11/2023 SageView Advisory Group LLC375,184$18.58M1.0%+32.1%5.772%
8/11/2023 Evergreen Wealth Solutions LLC6,200$307K0.3%-18.7%0.095%
8/10/2023 Hollencrest Capital Management12,788$633K0.1%+11.5%0.197%
8/10/2023 Legacy Capital Group California Inc.4,197$208K0.1%+6.4%0.065%
8/10/2023Cetera Advisor Networks LLC10,093$500K0.0%N/A0.155%
8/10/2023 Cetera Investment Advisers8,425$417K0.0%+10.5%0.130%
8/4/2023 Envestnet Asset Management Inc.196,993$9.75M0.0%+235.3%3.031%
8/2/2023 Bank of Montreal Can59,481$3.05M0.0%N/A0.894%
8/2/2023 Silver Oak Securities Incorporated6,462$320K0.1%N/A0.097%
8/1/2023 Truist Financial Corp5,703$282K0.0%N/A0.086%
7/31/2023 LPL Financial LLC41,578$2.06M0.0%+2.1%0.625%
7/31/2023 Wolf Group Capital Advisors10,173$497K0.2%+10.9%0.153%
7/28/2023 Alaska Wealth Advisors238,451$11.81M1.9%N/A3.586%
7/28/2023 Alaska Permanent Capital Management798,520$39.54M3.3%+31.1%12.008%
7/25/2023 WT Wealth Management10,925$541K0.2%+19.9%0.164%
7/18/2023 Octavia Wealth Advisors LLC285,228$14.12M2.9%+7.7%4.289%
7/18/2023 Lake Street Financial LLC15,837$784K0.1%+1.3%0.238%
7/17/2023 FDx Advisors Inc.105,681$5.23M0.3%N/A1.589%
7/10/2023 Ameliora 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%
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5/11/2023 Legacy Capital Group California Inc.3,945$203K0.1%N/A0.066%
5/9/2023 Alaska Permanent Capital Management609,146$31.38M2.9%+61.6%10.238%
5/4/2023 Mirae Asset Global Investments Co. Ltd.237,891$12.26M0.0%+146.5%3.998%
5/2/2023 Intrepid Financial Planning Group LLC83,655$4.31M2.2%-1.5%1.406%
5/2/2023 SageView Advisory Group LLC284,031$14.63M0.9%+69.1%4.774%
4/28/2023 Avantax Advisory Services Inc.28,299$1.46M0.0%+29.2%0.453%
4/28/2023 First National Corp MA ADV23,983$1.24M0.3%+25.1%0.384%
4/20/2023 Octavia Wealth Advisors LLC264,934$13.65M3.1%+6.2%4.239%
4/20/2023 WT Wealth Management9,113$470K0.2%-90.1%0.146%
4/11/2023 Smith Anglin Financial LLC368,648$18.99M2.8%+17.0%5.898%
(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 58 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), Octavia Wealth Advisors LLC ($325.53K), Mirae Asset Global Investments Co. Ltd. ($237.89K), SageView Advisory Group LLC ($207.25K), Envestnet Asset Management Inc. ($205.07K), and Principal Securities Inc. ($153.53K).

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

Institutional investors have bought a total of 2,932,598 shares in the last 24 months. This purchase volume represents approximately $149.53M in transactions.

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

Of the 24 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 ($115.91K), 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 1,405,075 shares in the last 24 months. This volume of shares sold represents approximately $71.74M in transactions.


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This page (NYSEARCA:CMDY) was last updated on 12/22/2024 by MarketBeat.com Staff
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