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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$51.76 -0.08 (-0.15%)
Closing price 09/19/2025 04:10 PM Eastern
Extended Trading
$51.70 -0.05 (-0.11%)
As of 09/19/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
42
Total
Institutional Inflows
(last 12 months)
$67.14M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$51.64M
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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
9/4/2025 Osaic Holdings Inc.21,464$1.08M0.0%+11.7%0.409%
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%
5/14/2025Disciplina Capital Management LLC110,827$5.75M0.8%+4.7%2.173%
5/13/2025Stone House Investment Management LLC819$42K0.0%N/A0.014%
5/7/2025LPL Financial LLC136,653$7.09M0.0%+215.9%2.397%
5/6/2025Avantax Advisory Services Inc.33,984$1.76M0.0%-1.6%0.596%
5/6/2025Advisors Preferred LLC1,335$69K0.0%N/A0.023%
5/6/2025WT Wealth Management9,108$473K0.2%+8.6%0.160%
5/5/2025Hollencrest Capital Management12,279$637K0.0%-8.3%0.215%
5/2/2025Kingsview Wealth Management LLC25,695$1.33M0.0%+14.5%0.451%
5/1/2025Alaska Permanent Capital Management LLC656,434$34.01M2.9%-13.8%11.516%
5/1/2025Alaska Wealth Advisors333,532$17.31M2.7%-9.2%5.851%
5/1/2025FDx Advisors Inc.75,206$3.90M1.3%-21.8%1.319%
5/1/2025Fifth Third Securities Inc.5,572$289K0.0%+24.3%0.098%
4/30/2025Leavell Investment Management Inc.4,048$210K0.0%N/A0.071%
4/29/2025Envestnet Asset Management Inc.329,377$17.09M0.0%+1.8%5.779%
4/29/2025Columbia River Financial Group LLC10,356$537K0.4%-26.2%0.182%
4/25/2025WJ Wealth Management LLC44,849$2.33M0.8%N/A0.787%
4/23/2025Valmark Advisers Inc.4,334$225K0.0%N/A0.076%
4/18/2025Wolf Group Capital Advisors56,902$2.95M1.0%+459.7%0.956%
4/10/2025Horizons Wealth Management68,513$3.56M2.6%+5.4%1.151%
2/24/2025Pullen Investment Management LLC9,070$432K0.3%-3.9%0.191%
2/19/2025Columbia River Financial Group LLC14,033$667K0.5%N/A0.295%
2/18/202510Elms LLP1,600$76K0.1%N/A0.034%
2/17/2025Citadel Advisors LLC19,391$923K0.0%N/A0.408%
2/17/2025Bank of America Corp DE407,620$19.39M0.0%+329.2%8.581%
2/17/2025Ameriprise Financial Inc.56,726$2.70M0.0%-19.2%1.194%
2/14/2025TD Waterhouse Canada Inc.158,439$7.53M0.1%+78.2%3.336%
2/13/2025Cohen & Steers Inc.2,410$115K0.0%+32.9%0.051%
2/13/2025Raymond James Financial Inc.12,108$576K0.0%N/A0.255%
2/13/2025Envestnet Asset Management Inc.323,477$15.39M0.0%+6.2%6.810%
2/12/2025Disciplina Capital Management LLC105,843$5.04M0.8%+1.7%2.228%
2/12/2025Orion Portfolio Solutions LLC7,225$344K0.0%+9.8%0.152%
2/12/2025JPMorgan Chase & Co.125,471$5.97M0.0%+106.9%2.641%
2/11/2025LPL Financial LLC43,259$2.06M0.0%+32.5%0.911%
2/10/2025Avantax Advisory Services Inc.34,544$1.64M0.0%+9.3%0.727%
2/10/2025Hollencrest Capital Management13,397$637K0.0%+4.6%0.282%
2/6/2025Raymond James Financial Inc.12,108$576K0.0%N/A0.255%
2/5/2025US Bancorp DE6,122$291K0.0%+9.6%0.129%
2/4/2025IFP Advisors Inc1,893$90K0.0%+59.1%0.040%
2/3/2025FDx Advisors Inc.96,152$4.58M1.3%+8.0%2.024%
1/31/2025Truist Financial Corp38,391$1.83M0.0%+13.6%0.808%
1/30/2025Strategic Financial Concepts LLC21,449$1.02M0.0%N/A0.452%
1/30/2025Principal Securities Inc.225,401$10.72M0.2%+6.5%4.745%
1/29/2025Alaska Wealth Advisors367,340$17.48M2.7%+3.1%7.733%
1/29/2025Alaska Permanent Capital Management761,624$36.19M3.0%-0.9%16.034%
1/28/2025Kingsview Wealth Management LLC22,449$1.07M0.0%+17.7%0.473%
1/28/2025Strategic Financial Concepts LLC21,449$1.02M0.0%N/A0.452%
1/28/2025Leo Wealth LLC5,495$259K0.0%N/A0.116%
1/27/2025Silver Oak Securities Incorporated19,028$905K0.1%+7.2%0.401%
1/23/2025Fifth Third Securities Inc.4,482$213K0.0%N/A0.094%
1/21/2025Brighton Jones LLC7,145$340K0.0%N/A0.122%
1/16/2025Sugar Maple Asset Management LLC1,489$71K0.1%N/A0.031%
1/15/2025Lake Street Private Wealth LLC14,725$701K0.1%-3.6%0.310%
1/15/2025Seaside Wealth Management Inc.5,346$254K0.1%+4.3%0.113%
1/7/2025Horizons 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%
7/22/2024Horizons Wealth Management50,917$2.46M1.9%-44.5%1.072%
(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, 62 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 49 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 1,365,184 shares in the last 24 months. This purchase volume represents approximately $67.14M 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 9/20/2025 by MarketBeat.com Staff
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