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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$50.92 +0.24 (+0.47%)
Closing price 04:10 PM Eastern
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$50.95 +0.03 (+0.06%)
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)
41
Total
Institutional Inflows
(last 12 months)
$67.03M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$51.64M
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Skip Chart & View Institutional Buying and Selling Data

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
8/27/2025 Orion Porfolio Solutions LLC6,790$342K0.0%-3.0%0.129%
8/18/2025 Hollencrest Capital Management11,904$600K0.0%-3.1%0.227%
8/15/2025 Orion Porfolio Solutions LLC6,790$342K0.0%-3.0%0.129%
8/15/2025 Bank of America Corp DE84,758$4.28M0.0%+37.3%1.614%
8/15/2025 Ameriprise Financial Inc.353,088$17.81M0.0%+12.1%6.725%
8/14/2025 Raymond James Financial Inc.25,392$1.28M0.0%+4.2%0.484%
8/13/2025 Flow Traders U.S. LLC11,987$605K0.0%N/A0.228%
8/13/2025 CW Advisors LLC108,421$5.47M0.1%N/A2.065%
8/12/2025 JPMorgan Chase & Co.124,713$6.29M0.0%-0.6%2.375%
8/11/2025 TD Waterhouse Canada Inc.267,743$13.50M0.1%+23.0%5.005%
8/8/2025 Kingsview Wealth Management LLC22,728$1.15M0.0%-11.5%0.425%
8/8/2025 Cetera Investment Advisers16,752$845K0.0%-6.8%0.313%
8/7/2025 FDx Advisors Inc.73,039$3.68M1.1%-2.9%1.365%
8/6/2025 Columbia River Financial Group LLC7,625$381K0.2%-26.4%0.143%
8/1/2025 Envestnet Asset Management Inc.349,763$17.64M0.0%+6.2%6.662%
7/31/2025 Pullen Investment Management LLC9,949$502K0.3%+7.7%0.190%
7/29/2025 Alaska Permanent Capital Management LLC31,000$1.56M0.1%-95.3%0.579%
7/29/2025 Alaska Wealth Advisors281,308$14.19M2.0%-15.7%5.258%
7/23/2025 Valmark Advisers Inc.4,784$241K0.0%+10.4%0.089%
7/18/2025 Truist Financial Corp45,627$2.30M0.0%+11.8%0.853%
7/17/2025 Fifth Third Securities Inc.6,027$304K0.0%+8.2%0.113%
7/11/2025 Silver Oak Securities Incorporated20,461$1.03M0.1%+7.4%0.382%
5/14/2025 Disciplina Capital Management LLC110,827$5.75M0.8%+4.7%2.173%
5/13/2025 Stone House Investment Management LLC819$42K0.0%N/A0.014%
5/7/2025 LPL Financial LLC136,653$7.09M0.0%+215.9%2.397%
5/6/2025 Avantax Advisory Services Inc.33,984$1.76M0.0%-1.6%0.596%
5/6/2025 Advisors Preferred LLC1,335$69K0.0%N/A0.023%
5/6/2025WT Wealth Management9,108$473K0.2%+8.6%0.160%
5/5/2025 Hollencrest Capital Management12,279$637K0.0%-8.3%0.215%
5/2/2025 Kingsview Wealth Management LLC25,695$1.33M0.0%+14.5%0.451%
5/1/2025 Alaska Permanent Capital Management LLC656,434$34.01M2.9%-13.8%11.516%
5/1/2025 Alaska Wealth Advisors333,532$17.31M2.7%-9.2%5.851%
5/1/2025 FDx Advisors Inc.75,206$3.90M1.3%-21.8%1.319%
5/1/2025 Fifth Third Securities Inc.5,572$289K0.0%+24.3%0.098%
4/30/2025 Leavell Investment Management Inc.4,048$210K0.0%N/A0.071%
4/29/2025 Envestnet Asset Management Inc.329,377$17.09M0.0%+1.8%5.779%
4/29/2025 Columbia River Financial Group LLC10,356$537K0.4%-26.2%0.182%
4/25/2025 WJ Wealth Management LLC44,849$2.33M0.8%N/A0.787%
4/23/2025 Valmark Advisers Inc.4,334$225K0.0%N/A0.076%
4/18/2025Wolf Group Capital Advisors56,902$2.95M1.0%+459.7%0.956%
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4/10/2025 Horizons Wealth Management68,513$3.56M2.6%+5.4%1.151%
2/24/2025 Pullen Investment Management LLC9,070$432K0.3%-3.9%0.191%
2/19/2025 Columbia River Financial Group LLC14,033$667K0.5%N/A0.295%
2/18/2025 10Elms LLP1,600$76K0.1%N/A0.034%
2/17/2025 Citadel Advisors LLC19,391$923K0.0%N/A0.408%
2/17/2025 Bank of America Corp DE407,620$19.39M0.0%+329.2%8.581%
2/17/2025 Ameriprise Financial Inc.56,726$2.70M0.0%-19.2%1.194%
2/14/2025 TD Waterhouse Canada Inc.158,439$7.53M0.1%+78.2%3.336%
2/13/2025 Cohen & Steers Inc.2,410$115K0.0%+32.9%0.051%
2/13/2025 Raymond James Financial Inc.12,108$576K0.0%N/A0.255%
2/13/2025 Envestnet Asset Management Inc.323,477$15.39M0.0%+6.2%6.810%
2/12/2025 Disciplina Capital Management LLC105,843$5.04M0.8%+1.7%2.228%
2/12/2025Orion Portfolio Solutions LLC7,225$344K0.0%+9.8%0.152%
2/12/2025 JPMorgan Chase & Co.125,471$5.97M0.0%+106.9%2.641%
2/11/2025 LPL Financial LLC43,259$2.06M0.0%+32.5%0.911%
2/10/2025 Avantax Advisory Services Inc.34,544$1.64M0.0%+9.3%0.727%
2/10/2025 Hollencrest Capital Management13,397$637K0.0%+4.6%0.282%
2/6/2025 Raymond James Financial Inc.12,108$576K0.0%N/A0.255%
2/5/2025 US Bancorp DE6,122$291K0.0%+9.6%0.129%
2/4/2025 IFP Advisors Inc1,893$90K0.0%+59.1%0.040%
2/3/2025 FDx Advisors Inc.96,152$4.58M1.3%+8.0%2.024%
1/31/2025 Truist Financial Corp38,391$1.83M0.0%+13.6%0.808%
1/30/2025 Strategic Financial Concepts LLC21,449$1.02M0.0%N/A0.452%
1/30/2025 Principal Securities Inc.225,401$10.72M0.2%+6.5%4.745%
1/29/2025 Alaska Wealth Advisors367,340$17.48M2.7%+3.1%7.733%
1/29/2025 Alaska Permanent Capital Management761,624$36.19M3.0%-0.9%16.034%
1/28/2025 Kingsview Wealth Management LLC22,449$1.07M0.0%+17.7%0.473%
1/28/2025 Strategic Financial Concepts LLC21,449$1.02M0.0%N/A0.452%
1/28/2025 Leo Wealth LLC5,495$259K0.0%N/A0.116%
1/27/2025 Silver Oak Securities Incorporated19,028$905K0.1%+7.2%0.401%
1/23/2025 Fifth Third Securities Inc.4,482$213K0.0%N/A0.094%
1/21/2025 Brighton Jones LLC7,145$340K0.0%N/A0.122%
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%
12/26/2024 JPMorgan Chase & Co.60,629$3.02M0.0%+551,072.7%1.276%
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%
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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%
7/31/2024 Commonwealth Equity Services LLC6,996$346K0.0%+14.6%0.147%
7/30/2024Wolf Group Capital Advisors45,569$2.25M0.9%+348.2%0.959%
7/22/2024 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%
(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, 61 institutional investors and hedge funds held shares of iShares Bloomberg Roll Select Commodity Strategy ETF. The most heavily invested institutionals were Alaska Permanent Capital Management ($36.19M), Ameriprise Financial Inc. ($17.81M), Envestnet Asset Management Inc. ($17.64M), Octavia Wealth Advisors LLC ($15.32M), Alaska Wealth Advisors ($14.19M), TD Waterhouse Canada Inc. ($13.50M), and Principal Securities Inc. ($10.72M).Learn more on iShares Bloomberg Roll Select Commodity Strategy ETF's institutional investors.

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

Of the 48 institutional investors that purchased iShares Bloomberg Roll Select Commodity Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($335.65K), Alaska Wealth Advisors ($213.71K), Principal Securities Inc. ($167.38K), JPMorgan Chase & Co. ($125.46K), TD Waterhouse Canada Inc. ($119.54K), CW Advisors LLC ($108.42K), and LPL Financial LLC ($104.01K).

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

Institutional investors have bought a total of 1,362,943 shares in the last 24 months. This purchase volume represents approximately $67.03M in transactions.

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

Of the 17 institutional investors that sold iShares Bloomberg Roll Select Commodity Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Capital Management LLC ($730.62K), Jane Street Group LLC ($119.57K), Alaska Wealth Advisors ($86.03K), FDx Advisors Inc. ($29.42K), Kovitz Investment Group Partners LLC ($20.35K), Ameriprise Financial Inc. ($13.44K), and Alaska Permanent Capital Management ($7.19K).

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

Institutional investors have sold a total of 1,022,094 shares in the last 24 months. This volume of shares sold represents approximately $51.64M in transactions.


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This page (NYSEARCA:CMDY) was last updated on 8/28/2025 by MarketBeat.com Staff
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