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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$51.85 +0.17 (+0.33%)
As of 07/18/2025 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)
40
Total
Institutional Inflows
(last 12 months)
$60.88M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$19.53M
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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
7/18/2025Truist 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%
5/1/2025 Fifth 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%
4/10/2025 Horizons 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%
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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%
1/27/2025 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%
1/21/2025Brighton 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%
1/15/2025 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%
10/23/2024 Silver 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%
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2/7/2024Avantax Advisory Services Inc.25,940$1.22M0.0%+22.8%0.399%
2/7/2024 Strategic Advocates LLC5,941$280K0.1%-65.7%0.091%
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%
2/5/2024 Silver 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%
(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), Alaska Permanent Capital Management LLC ($34.01M), Bank of America Corp DE ($19.39M), Alaska Wealth Advisors ($17.31M), Envestnet Asset Management Inc. ($17.09M), Octavia Wealth Advisors LLC ($15.32M), 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: Alaska Wealth Advisors ($452.16K), Bank of America Corp DE ($312.65K), Envestnet Asset Management Inc. ($207.95K), Alaska Permanent Capital Management ($202.40K), Principal Securities Inc. ($167.38K), JPMorgan Chase & Co. ($125.46K), and LPL Financial LLC ($104.86K).

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

Institutional investors have bought a total of 1,243,811 shares in the last 24 months. This purchase volume represents approximately $60.88M in transactions.

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

Of the 16 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: Jane Street Group LLC ($119.57K), Alaska Permanent Capital Management LLC ($105.19K), Horizons Wealth Management ($40.89K), Alaska Wealth Advisors ($39.53K), FDx Advisors Inc. ($30.08K), Kovitz Investment Group Partners LLC ($20.35K), and Ameriprise Financial Inc. ($13.44K).

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

Institutional investors have sold a total of 386,655 shares in the last 24 months. This volume of shares sold represents approximately $19.53M in transactions.


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This page (NYSEARCA:CMDY) was last updated on 7/19/2025 by MarketBeat.com Staff
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