iShares Bloomberg Roll SelecCMDYETF
13F holders, Q4 2024 (December 31)60holders +8
11new positions
7sold out
1famous investor
$47.57avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, up 8 from Q3 2024. 11 opened new positions and 7 sold out. The largest holders were Alaska Permanent Capital Management, LLC ($36.2M), Bank of America Corp. ($19.4M) and Alaska Wealth Advisors, LLC ($17.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Bloomberg Roll Selec
- CUSIP
- 46431W598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.5M |
| Exits | 7 | $3.4M |
All 13F filers, Q3 2024 → Q4 2024: 654,802 shares bought and 95,312 shares sold, net +559,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Alaska Permanent Capital Management, LLC | 2.97% | Reduce -0.9% | 761,624 | $36.2M |
| Bank of America Corp. | 0.00% | Add +329.2% | 407,620 | $19.4M |
| Alaska Wealth Advisors, LLC | 2.72% | Add +3.1% | 367,340 | $17.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 323,477 | $15.4M |
| Principal Securities, Inc. | 0.24% | Add +6.5% | 225,401 | $10.7M |
| TD Waterhouse Canada Inc. | 0.06% | Add +78.3% | 158,439 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +107.0% | 125,471 | $6.0M |
| Disciplina Capital Management LLC | 0.85% | Add +1.7% | 105,843 | $5.0M |
| FDx Advisors, Inc. | 1.34% | Add +8.0% | 96,152 | $4.6M |
| Flow Traders U.S. LLC | 0.14% | New | 72,712 | $3.5M |
| Horizons Wealth Management | 2.40% | Add +22.9% | 65,005 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.2% | 56,726 | $2.7M |
| LPL Financial LLC | 0.00% | Add +32.5% | 43,259 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +13.7% | 38,391 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.3% | 34,544 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 23,290 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +17.7% | 22,449 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.7% | 21,292 | $1.0M |
| Citadel Advisors | 0.00% | New | 19,391 | $923K |
| Silver Oak Securities, Incorporated | 0.08% | Add +7.2% | 19,028 | $905K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 18,145 | $863K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -3.6% | 14,725 | $701K |
| Columbia River Financial Group, LLC | 0.46% | — | 14,033 | $667K |
| Hollencrest Capital Management | 0.03% | Add +4.6% | 13,397 | $637K |
| National Philanthropic Trust | 0.01% | Add +4.6% | 13,397 | $637K |
| Raymond James Financial Inc. | 0.00% | — | 12,108 | $576K |
| Wolf Group Capital Advisors | 0.24% | No change | 10,167 | $503K |
| Pullen Investment Management, LLC | 0.28% | Reduce -3.9% | 9,070 | $432K |
| WT Wealth Management | 0.13% | Add +0.4% | 8,383 | $399K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.8% | 7,225 | $344K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +9.8% | 7,225 | $344K |
| Brighton Jones LLC | 0.01% | New | 7,145 | $340K |
| Faithward Advisors, LLC | 0.05% | Reduce -1.8% | 6,234 | $297K |
| US Bancorp \de | 0.00% | Add +9.6% | 6,122 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 5,897 | $281K |
| Leo Wealth, LLC | 0.02% | New | 5,495 | $259K |
| Seaside Wealth Management, Inc. | 0.09% | Add +4.3% | 5,346 | $254K |
| Fifth Third Securities, Inc. | 0.02% | New | 4,482 | $213K |
| Atria Investments, Inc | 0.00% | Add +2.2% | 4,362 | $208K |
| BlackRock, Inc. | 0.00% | New | 2,841 | $135K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.1% | 2,496 | $119K |
| Cohen & Steers, Inc. | 0.00% | Add +32.9% | 2,410 | $115K |
| IFP Advisors, Inc | 0.00% | Add +59.1% | 1,893 | $90K |
| 10Elms LLP | 0.10% | — | 1,600 | $76K |
| Sugar Maple Asset Management, LLC | 0.05% | New | 1,489 | $71K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +4.3% | 1,003 | $48K |
| Parallel Advisors, LLC | 0.00% | New | 961 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -77.8% | 855 | $41K |
| Eagle Bay Advisors LLC | 0.01% | New | 500 | $24K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 410 | $20K |
| Morgan Stanley | 0.00% | Add +38900.0% | 390 | $19K |
| Ameliora Wealth Management Ltd. | 0.01% | Reduce -2.8% | 342 | $16K |
| FMR LLC | 0.00% | Reduce -64.0% | 187 | $9K |
| Spire Wealth Management | 0.00% | No change | 153 | $7K |
| 2UniFi Bank | 0.00% | — | 150 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 124 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 84 | $4K |
| Cwm, LLC | 0.00% | Reduce -46.5% | 62 | $3K |
| Royal Bank of Canada | 0.00% | New | 40 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $2K |
"% of holder's portfolio" is CMDY's weight in each manager's 13F, not the share of iShares Bloomberg Roll Selec the manager owns.