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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$57.39 +0.46 (+0.81%)
As of 11:17 AM 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
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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
7/10/2026 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%
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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%
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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.


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This page (NYSEARCA:CMDY) was last updated on 7/13/2026 by MarketBeat.com Staff.
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