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

iShares Bloomberg Roll Select Commodity Strategy ETF logo
$62.17 +0.21 (+0.34%)
As of 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)
38
Total
Institutional Inflows
(last 12 months)
$68.07M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$13.33M
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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
8/22/2026 Noble Wealth Partners LLC5,174$286K0.2%N/A0.054%
8/22/2026 TD Waterhouse Canada Inc.1,433,635$78.85M0.2%+27.2%15.091%
7/10/2026 Heck Capital Advisors LLC407,139$22.49M1.3%N/A4.286%
5/19/2026 Bank of America Corp DE161,818$9.62M0.0%+6.8%1.871%
5/13/2026 Cetera Investment Advisers20,127$1.20M0.0%+2.9%0.233%
5/7/2026 Hollencrest Capital Management12,112$720K0.0%-12.4%0.140%
5/7/2026 Little House Capital LLC17,260$1.03M0.3%N/A0.200%
5/6/2026 SteelPeak Wealth LLC26,007$1.55M0.0%+85.7%0.301%
5/5/2026 Advisors 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%
2/17/2026 Cetera Investment Advisers19,563$954K0.0%-24.3%0.296%
2/17/2026 Osaic 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%
2/13/2026 Cohen & 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%
2/12/2026 Hollencrest Capital Management13,821$674K0.0%+28.4%0.209%
2/12/2026 Commonwealth Equity Services LLC5,204$254K0.0%-10.1%0.079%
2/12/2026 Principal Securities Inc.287,546$14.02M0.2%+6.9%4.357%
2/11/2026 LPL Financial LLC109,486$5.34M0.0%-8.6%1.659%
2/11/2026 JPMorgan Chase & Co.137,128$6.69M0.0%+10.0%2.078%
2/11/2026 Disciplina Capital Management LLC194,906$9.50M1.1%+21.6%2.953%
2/10/2026 Fiducient Advisors LLC32,209$1.57M0.2%N/A0.488%
2/9/2026 Kingsview 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%
1/27/2026 TD 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%
1/20/2026 SteelPeak Wealth LLC14,005$683K0.0%N/A0.228%
1/15/2026 Silver Oak Securities Incorporated21,974$1.09M0.1%+1.3%0.357%
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1/5/2026Horizons Wealth Management93,309$4.55M3.0%+30.4%1.595%
11/19/2025 Faithward Advisors LLC5,514$290K0.0%-10.9%0.101%
11/18/2025 Advisory Services Network LLC2,980$157K0.0%N/A0.055%
11/17/2025 Flow Traders U.S. LLC38,367$2.02M0.1%+220.1%0.704%
11/17/2025 Focus Partners Wealth7,732$407K0.0%+4.2%0.142%
11/17/2025 Bank of America Corp DE118,388$6.23M0.0%+39.7%2.172%
11/17/2025 Ameriprise Financial Inc.382,671$20.13M0.0%+8.4%7.021%
11/14/2025 Raymond James Financial Inc.47,417$2.49M0.0%+86.7%0.870%
11/14/2025 Columbia River Financial Group LLC8,240$450K0.3%+8.1%0.151%
11/13/2025 UBS Group AG49,582$2.61M0.0%-10.6%0.910%
11/12/2025 Kingsview Wealth Management LLC26,512$1.40M0.0%+16.6%0.486%
11/12/2025 US Bancorp DE9,336$491K0.0%+53.9%0.171%
11/10/2025 Disciplina 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%
11/3/2025 Hollencrest Capital Management10,767$566K0.0%-9.6%0.198%
11/3/2025 TD 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%
10/3/2025Horizons Wealth Management71,582$3.77M2.6%+4.3%1.290%
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%
8/13/2025CW 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%
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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%


CMDY Institutional Ownership - Frequently Asked Questions

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 TD Waterhouse Canada Inc. ($78.85M), Alaska Permanent Capital Management ($36.19M), Heck Capital Advisors LLC ($22.49M), Envestnet Asset Management Inc. ($21.34M), Ameriprise Financial Inc. ($20.13M), 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 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: TD Waterhouse Canada Inc. ($473.06K), Heck Capital Advisors LLC ($407.14K), Bank of America Corp DE ($379.64K), JPMorgan Chase & Co. ($137.88K), Alaska Wealth Advisors ($132.86K), CW Advisors LLC ($108.42K), and LPL Financial LLC ($104.01K).

Institutional investors have bought a total of 1,274,521 shares in the last 24 months. This purchase volume represents approximately $68.07M in transactions.

Of the 14 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 Wealth Advisors ($177.58K), Truist Financial Corp ($38.93K), LPL Financial LLC ($10.28K), Cetera Investment Advisers ($6.26K), UBS Group AG ($5.86K), Laurel Oak Wealth Management LLC ($4.24K), and Disciplina Capital Management LLC ($3.28K).

Institutional investors have sold a total of 254,499 shares in the last 24 months. This volume of shares sold represents approximately $13.33M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CMDY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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