iShares Comm Curve Carry STRCCRVETF
13F holders, Q1 2025 (March 31)13holders −1
1new positions
2sold out
$20.43avg. 13F price*
At the end of Q1 2025, 13 institutions reported holding iShares Comm Curve Carry STR (CCRV) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were BKM Wealth Management, LLC ($4.2M), Bank of America Corp. ($2.9M) and Mariner, LLC ($2.5M).
- Company
- iShares Comm Curve Carry STR
- CUSIP
- 46431W564
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $646K |
| Exits | 2 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 92,428 shares bought and 346,774 shares sold, net −254,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| BKM Wealth Management, LLC | 1.74% | Add +2.2% | 206,433 | $4.2M |
| Bank of America Corp. | 0.00% | Add +1.1% | 139,937 | $2.9M |
| Mariner, LLC | 0.00% | Add +43.6% | 121,504 | $2.5M |
| Amplius Wealth Advisors, LLC | 0.14% | Add +2.0% | 65,511 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 31,628 | $646K |
| Family Investment Center, Inc. | 0.15% | Reduce -90.3% | 29,632 | $605K |
| Ancora Advisors LLC | 0.01% | Add +95.5% | 20,473 | $418K |
| Susquehanna International Group, LLP | 0.00% | Add +55.4% | 18,242 | $373K |
| New England Capital Financial Advisors LLC | 0.07% | Add +1.7% | 6,710 | $137K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.6% | 5,982 | $122K |
| AE Wealth Management LLC | 0.00% | No change | 648 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 198 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $40 |
"% of holder's portfolio" is CCRV's weight in each manager's 13F, not the share of iShares Comm Curve Carry STR the manager owns.