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iShares Commodity Curve Carry Strategy ETF (CCRV) Institutional Ownership

iShares Commodity Curve Carry Strategy ETF logo
$20.00 0.00 (0.00%)
As of 09/19/2025
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Institutional Ownership Changes (13F Filings) for iShares Commodity Curve Carry Strategy ETF (NYSEARCA:CCRV)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$611.74K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$210.39K
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CCRV Institutional Buying and Selling by Quarter

iShares Commodity Curve Carry Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.10,413$205K0.0%+74.1%0.651%
8/15/2025 Bank of America Corp DE129,230$2.54M0.0%-7.7%8.077%
8/14/2025 Jane Street Group LLC46,251$909K0.0%+46.2%2.891%
8/8/2025 New England Capital Financial Advisors LLC8,420$165K0.1%+25.5%0.526%
7/29/2025 BKM Wealth Management LLC216,801$4.26M1.7%+5.0%13.550%
5/19/2025Jane Street Group LLC31,628$646K0.0%N/A1.543%
5/16/2025Ancora Advisors LLC20,473$418K0.0%+95.5%0.999%
5/5/2025BKM Wealth Management LLC206,433$4.22M1.7%+2.2%10.070%
4/24/2025Family Investment Center Inc.29,632$605K0.1%-90.3%1.445%
4/10/2025Amplius Wealth Advisors LLC65,511$1.34M0.1%+2.0%3.120%
2/17/2025Bank of America Corp DE138,410$2.77M0.0%+12.1%6.291%
2/13/2025Mariner LLC84,623$1.69M0.0%+113.8%3.847%
2/4/2025New England Capital Financial Advisors LLC6,595$132K0.1%N/A0.300%
1/31/2025BKM Wealth Management LLC201,957$4.04M1.7%+3.9%9.180%
1/24/2025Family Investment Center Inc.306,191$6.13M1.6%-21.8%13.918%
1/16/2025Amplius Wealth Advisors LLC64,210$1.29M0.1%N/A2.919%
10/24/2024Family Investment Center Inc.391,664$8.14M2.0%-21.4%17.803%
10/23/2024BKM Wealth Management LLC194,290$4.04M1.6%+4.6%8.831%
8/14/2024Bank of Montreal Can38,000$827K0.0%+146.1%1.727%
7/31/2024Commonwealth Equity Services LLC25,038$543K0.0%N/A1.138%
7/19/2024Family Investment Center Inc.498,086$10.80M3.2%+20.7%22.640%
4/22/2024Family Investment Center Inc.412,654$8.77M2.8%N/A18.757%
4/18/2024BKM Wealth Management LLC182,458$3.88M1.7%+5,634.1%8.294%
2/5/2024Kestra Private Wealth Services LLC19,068$377K0.0%+31.8%1.525%
11/8/2023Kestra Private Wealth Services LLC14,471$323K0.0%N/A1.158%
8/2/2023Bank of Montreal Can22,864$457K0.0%N/A1.759%
7/22/2022Urban Wealth Management LLC49,386$1.38M4.7%N/A3.528%
5/4/2022Advisor Group Holdings Inc.29,816$824K0.0%N/A2.130%
5/4/2022Envestnet Asset Management Inc.20,016$553K0.0%N/A1.430%


CCRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of iShares Commodity Curve Carry Strategy ETF. The most heavily invested institutionals were BKM Wealth Management LLC ($4.26M), Bank of America Corp DE ($2.54M), Mariner LLC ($1.69M), Amplius Wealth Advisors LLC ($1.34M), Jane Street Group LLC ($909K), Bank of Montreal Can ($827K), and Family Investment Center Inc. ($605K).Learn more on iShares Commodity Curve Carry Strategy ETF's institutional investors.

Of the 11 institutional investors that purchased iShares Commodity Curve Carry Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Family Investment Center Inc. ($85.43K), Amplius Wealth Advisors LLC ($65.51K), Jane Street Group LLC ($46.25K), Mariner LLC ($45.03K), BKM Wealth Management LLC ($31.02K), Commonwealth Equity Services LLC ($25.04K), and Bank of Montreal Can ($22.56K).

Institutional investors have bought a total of 31,132 shares in the last 24 months. This purchase volume represents approximately $611.74K in transactions.

The following institutional investors have sold iShares Commodity Curve Carry Strategy ETF stock in the last 24 months: Bank of America Corp DE ($10.71K).

Institutional investors have sold a total of 10,707 shares in the last 24 months. This volume of shares sold represents approximately $210.39K in transactions.


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This page (NYSEARCA:CCRV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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