Go Pro
→ Porter flew 3,300 miles to investigate this system (From Porter & Company) (Ad)tc pixel Free CMDY Stock Alerts

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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$57.43 +0.50 (+0.88%)
As of 12:26 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Bloomberg Roll Select Commodity Strategy ETF (NYSEARCA:CMDY)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$63.96M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$48.04M
Get CMDY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Bloomberg Roll Select Commodity Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC407,139$22.49M1.3%N/A4.286%
5/19/2026Bank of America Corp DE161,818$9.62M0.0%+6.8%1.871%
5/13/2026Cetera Investment Advisers20,127$1.20M0.0%+2.9%0.233%
5/7/2026Hollencrest Capital Management12,112$720K0.0%-12.4%0.140%
5/7/2026Little House Capital LLC17,260$1.03M0.3%N/A0.200%
5/6/2026SteelPeak Wealth LLC26,007$1.55M0.0%+85.7%0.301%
5/5/2026Advisors Preferred LLC2,735$163K0.0%N/A0.032%
5/2/2026Valmark Advisers Inc.6,605$392K0.0%+5.8%0.076%
4/24/2026Alaska Wealth Advisors LLC101,070$6.01M0.7%-1.2%1.182%
4/21/2026Laurel Oak Wealth Management LLC13,612$809K0.1%-23.8%0.160%
4/21/2026Silver Oak Securities Incorporated22,180$1.32M0.1%+0.9%0.261%
4/18/2026Faithward Advisors LLC4,643$276K0.0%-22.1%0.055%
4/15/2026Pullen Investment Management LLC9,114$542K0.3%+2.7%0.110%
2/17/2026Cetera Investment Advisers19,563$954K0.0%-24.3%0.296%
2/17/2026Osaic Holdings Inc.160,976$7.85M0.0%+121.4%2.439%
2/17/2026Seaside Wealth Management Inc.4,813$235K0.1%+12.5%0.073%
2/17/2026Faithward Advisors LLC5,961$291K0.0%+8.1%0.090%
2/16/2026MML Investors Services LLC8,517$415K0.0%+56.2%0.129%
2/13/2026Kestra Advisory Services LLC536$26K0.0%N/A0.008%
2/13/2026Cohen & Steers Inc.15,981$779K0.0%+13,107.4%0.242%
2/12/2026Laurel Oak Wealth Management LLC17,853$870K0.1%N/A0.271%
2/12/2026Hollencrest Capital Management13,821$674K0.0%+28.4%0.209%
2/12/2026Commonwealth Equity Services LLC5,204$254K0.0%-10.1%0.079%
2/12/2026Principal Securities Inc.287,546$14.02M0.2%+6.9%4.357%
2/11/2026LPL Financial LLC109,486$5.34M0.0%-8.6%1.659%
2/11/2026JPMorgan Chase & Co.137,128$6.69M0.0%+10.0%2.078%
2/11/2026Disciplina Capital Management LLC194,906$9.50M1.1%+21.6%2.953%
2/10/2026Fiducient Advisors LLC32,209$1.57M0.2%N/A0.488%
2/9/2026Kingsview Wealth Management LLC28,539$1.39M0.0%+7.6%0.432%
2/3/2026Manning & Napier Advisors LLC3,315$162K0.0%N/A0.052%
2/2/2026Truist Financial Corp6,694$326K0.0%-61.1%0.105%
1/27/2026TD Waterhouse Canada Inc.315,113$15.34M0.1%+8.8%5.042%
1/26/2026Valmark Advisers Inc.6,245$304K0.0%+35.8%0.101%
1/23/2026Eagle Bay Advisors LLC1,000$49K0.0%N/A0.016%
1/23/2026Fifth Third Securities Inc.8,803$429K0.0%+21.4%0.142%
1/20/2026Pullen Investment Management LLC8,877$433K0.2%-10.6%0.144%
1/20/2026SteelPeak Wealth LLC14,005$683K0.0%N/A0.228%
1/15/2026Silver Oak Securities Incorporated21,974$1.09M0.1%+1.3%0.357%
1/5/2026Horizons Wealth Management93,309$4.55M3.0%+30.4%1.595%
11/19/2025Faithward Advisors LLC5,514$290K0.0%-10.9%0.101%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
11/18/2025Advisory Services Network LLC2,980$157K0.0%N/A0.055%
11/17/2025Flow Traders U.S. LLC38,367$2.02M0.1%+220.1%0.704%
11/17/2025Focus Partners Wealth7,732$407K0.0%+4.2%0.142%
11/17/2025Bank of America Corp DE118,388$6.23M0.0%+39.7%2.172%
11/17/2025Ameriprise Financial Inc.382,671$20.13M0.0%+8.4%7.021%
11/14/2025Raymond James Financial Inc.47,417$2.49M0.0%+86.7%0.870%
11/14/2025Columbia River Financial Group LLC8,240$450K0.3%+8.1%0.151%
11/13/2025UBS Group AG49,582$2.61M0.0%-10.6%0.910%
11/12/2025Kingsview Wealth Management LLC26,512$1.40M0.0%+16.6%0.486%
11/12/2025US Bancorp DE9,336$491K0.0%+53.9%0.171%
11/10/2025Disciplina Capital Management LLC160,350$8.43M1.0%-2.0%2.942%
11/5/2025Envestnet Asset Management Inc.405,624$21.34M0.0%+16.0%7.443%
11/4/2025FDx Advisors Inc.74,228$4.00M1.2%+1.6%1.362%
11/3/2025Hollencrest Capital Management10,767$566K0.0%-9.6%0.198%
11/3/2025TD Waterhouse Canada Inc.289,540$15.31M0.1%+8.1%5.313%
11/3/2025Truist Financial Corp17,187$904K0.0%-62.3%0.315%
10/31/2025Alaska Wealth Advisors103,729$5.46M0.7%-63.1%1.903%
10/24/2025Valmark Advisers Inc.4,598$242K0.0%-3.9%0.084%
10/21/2025Silver Oak Securities Incorporated21,690$1.14M0.1%+6.0%0.391%
10/15/2025CWM LLC485$26K0.0%+682.3%0.009%
10/14/2025Seaside Wealth Management Inc.4,278$225K0.1%N/A0.077%
10/10/2025Fifth Third Securities Inc.7,250$381K0.0%+20.3%0.131%
10/3/2025Horizons Wealth Management71,582$3.77M2.6%+4.3%1.290%
9/4/2025Osaic Holdings Inc.21,464$1.08M0.0%+11.7%0.409%
8/27/2025Orion Porfolio Solutions LLC6,790$342K0.0%-3.0%0.129%
8/18/2025Hollencrest Capital Management11,904$600K0.0%-3.1%0.227%
8/15/2025Orion Porfolio Solutions LLC6,790$342K0.0%-3.0%0.129%
8/15/2025Bank of America Corp DE84,758$4.28M0.0%+37.3%1.614%
8/15/2025Ameriprise Financial Inc.353,088$17.81M0.0%+12.1%6.725%
8/14/2025Raymond James Financial Inc.25,392$1.28M0.0%+4.2%0.484%
8/13/2025Flow Traders U.S. LLC11,987$605K0.0%N/A0.228%
8/13/2025CW Advisors LLC108,421$5.47M0.1%N/A2.065%
8/12/2025JPMorgan Chase & Co.124,713$6.29M0.0%-0.6%2.375%
8/11/2025TD Waterhouse Canada Inc.267,743$13.50M0.1%+23.0%5.005%
8/8/2025Kingsview Wealth Management LLC22,728$1.15M0.0%-11.5%0.425%
8/8/2025Cetera Investment Advisers16,752$845K0.0%-6.8%0.313%
8/7/2025FDx Advisors Inc.73,039$3.68M1.1%-2.9%1.365%
8/6/2025Columbia River Financial Group LLC7,625$381K0.2%-26.4%0.143%
8/1/2025Envestnet Asset Management Inc.349,763$17.64M0.0%+6.2%6.662%
7/31/2025Pullen Investment Management LLC9,949$502K0.3%+7.7%0.190%
7/29/2025Alaska Permanent Capital Management LLC31,000$1.56M0.1%-95.3%0.579%
7/29/2025Alaska Wealth Advisors281,308$14.19M2.0%-15.7%5.258%
7/23/2025Valmark Advisers Inc.4,784$241K0.0%+10.4%0.089%
7/18/2025Truist Financial Corp45,627$2.30M0.0%+11.8%0.853%
7/17/2025Fifth Third Securities Inc.6,027$304K0.0%+8.2%0.113%
7/11/2025Silver 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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%


CMDY Institutional Ownership - Frequently Asked Questions

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 Alaska Permanent Capital Management ($36.19M), Heck Capital Advisors LLC ($22.49M), Envestnet Asset Management Inc. ($21.34M), Ameriprise Financial Inc. ($20.13M), TD Waterhouse Canada Inc. ($15.34M), Principal Securities Inc. ($14.02M), and Bank of America Corp DE ($9.62M).Learn more on iShares Bloomberg Roll Select Commodity Strategy ETF's institutional investors.

Of the 59 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: Heck Capital Advisors LLC ($407.14K), Bank of America Corp DE ($379.64K), TD Waterhouse Canada Inc. ($166.91K), JPMorgan Chase & Co. ($137.88K), Envestnet Asset Management Inc. ($134.85K), Alaska Wealth Advisors ($132.86K), and CW Advisors LLC ($108.42K).

Institutional investors have bought a total of 1,222,595 shares in the last 24 months. This purchase volume represents approximately $63.96M in transactions.

Of the 19 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 ($625.43K), Alaska Wealth Advisors ($229.80K), Truist Financial Corp ($38.93K), LPL Financial LLC ($10.28K), Cetera Investment Advisers ($7.49K), UBS Group AG ($5.86K), and Laurel Oak Wealth Management LLC ($4.24K).

Institutional investors have sold a total of 942,589 shares in the last 24 months. This volume of shares sold represents approximately $48.04M in transactions.


Related Companies

This page (NYSEARCA:CMDY) was last updated on 7/13/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel