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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$62.45 -0.28 (-0.45%)
As of 04:10 PM Eastern

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)
$44.41M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$47.97M
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CMDY Institutional Buying and Selling by Quarter

iShares Bloomberg Roll Select Commodity Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Advisors Preferred LLC2,735$163K0.0%N/A0.032%
5/2/2026 Valmark Advisers Inc.6,605$392K0.0%+5.8%0.076%
4/24/2026 Alaska Wealth Advisors LLC101,070$6.01M0.7%-1.2%1.182%
4/21/2026 Laurel Oak Wealth Management LLC13,612$809K0.1%-23.8%0.160%
4/21/2026 Silver Oak Securities Incorporated22,180$1.32M0.1%+0.9%0.261%
4/18/2026 Faithward Advisors LLC4,643$276K0.0%-22.1%0.055%
4/15/2026 Pullen 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%
2/17/2026 Seaside Wealth Management Inc.4,813$235K0.1%+12.5%0.073%
2/17/2026 Faithward Advisors LLC5,961$291K0.0%+8.1%0.090%
2/16/2026 MML Investors Services LLC8,517$415K0.0%+56.2%0.129%
2/13/2026 Kestra Advisory Services LLC536$26K0.0%N/A0.008%
2/13/2026Cohen & Steers Inc.15,981$779K0.0%+13,107.4%0.242%
2/12/2026 Laurel Oak Wealth Management LLC17,853$870K0.1%N/A0.271%
2/12/2026Hollencrest Capital Management13,821$674K0.0%+28.4%0.209%
2/12/2026 Commonwealth 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%
2/3/2026 Manning & Napier Advisors LLC3,315$162K0.0%N/A0.052%
2/2/2026 Truist Financial Corp6,694$326K0.0%-61.1%0.105%
1/27/2026TD Waterhouse Canada Inc.315,113$15.34M0.1%+8.8%5.042%
1/26/2026 Valmark Advisers Inc.6,245$304K0.0%+35.8%0.101%
1/23/2026 Eagle Bay Advisors LLC1,000$49K0.0%N/A0.016%
1/23/2026 Fifth Third Securities Inc.8,803$429K0.0%+21.4%0.142%
1/20/2026 Pullen Investment Management LLC8,877$433K0.2%-10.6%0.144%
1/20/2026SteelPeak Wealth LLC14,005$683K0.0%N/A0.228%
1/15/2026 Silver Oak Securities Incorporated21,974$1.09M0.1%+1.3%0.357%
1/5/2026 Horizons Wealth Management93,309$4.55M3.0%+30.4%1.595%
11/19/2025 Faithward Advisors LLC5,514$290K0.0%-10.9%0.101%
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%
11/5/2025 Envestnet Asset Management Inc.405,624$21.34M0.0%+16.0%7.443%
11/4/2025 FDx 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%
11/3/2025 Truist Financial Corp17,187$904K0.0%-62.3%0.315%
10/31/2025 Alaska Wealth Advisors103,729$5.46M0.7%-63.1%1.903%
10/24/2025 Valmark Advisers Inc.4,598$242K0.0%-3.9%0.084%
10/21/2025 Silver Oak Securities Incorporated21,690$1.14M0.1%+6.0%0.391%
10/15/2025CWM LLC485$26K0.0%+682.3%0.009%
10/14/2025 Seaside Wealth Management Inc.4,278$225K0.1%N/A0.077%
10/10/2025 Fifth Third Securities Inc.7,250$381K0.0%+20.3%0.131%
10/3/2025 Horizons 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%
8/7/2025 FDx 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%
8/1/2025 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%


CMDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMDY shares?

During the previous two years, 65 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), Envestnet Asset Management Inc. ($21.34M), Ameriprise Financial Inc. ($20.13M), TD Waterhouse Canada Inc. ($15.34M), Principal Securities Inc. ($14.02M), Disciplina Capital Management LLC ($9.50M), and Osaic Holdings Inc. ($7.85M).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 57 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 ($369.28K), TD Waterhouse Canada Inc. ($166.91K), JPMorgan Chase & Co. ($137.88K), Envestnet Asset Management Inc. ($134.85K), Alaska Wealth Advisors ($132.86K), 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 877,940 shares in the last 24 months. This purchase volume represents approximately $44.41M in transactions.

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

Of the 20 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).

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

Institutional investors have sold a total of 941,440 shares in the last 24 months. This volume of shares sold represents approximately $47.97M in transactions.



This page (NYSEARCA:CMDY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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