iShares Bloomberg Roll SelecCMDYETF
13F holders, Q1 2025 (March 31)56holders −4
7new positions
11sold out
$51.54avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, down 4 from Q4 2024. 7 opened new positions and 11 sold out. The largest holders were Alaska Permanent Capital Management, LLC ($34.0M), Alaska Wealth Advisors, LLC ($17.3M) and Envestnet Asset Management Inc. ($17.1M).
- Company
- iShares Bloomberg Roll Selec
- CUSIP
- 46431W598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 11 | $5.3M |
All 13F filers, Q4 2024 → Q1 2025: 548,450 shares bought and 631,700 shares sold, net −83,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Alaska Permanent Capital Management, LLC | 2.87% | Reduce -13.8% | 656,434 | $34.0M |
| Alaska Wealth Advisors, LLC | 2.71% | Reduce -9.2% | 333,532 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.8% | 329,377 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Add +455.2% | 314,931 | $16.4M |
| TD Waterhouse Canada Inc. | 0.09% | Add +37.4% | 217,761 | $11.3M |
| Principal Securities, Inc. | 0.24% | No change | 225,401 | $10.7M |
| LPL Financial LLC | 0.00% | Add +215.9% | 136,653 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | No change | 125,471 | $6.5M |
| Disciplina Capital Management LLC | 0.84% | Add +4.7% | 110,827 | $5.8M |
| FDx Advisors, Inc. | 1.27% | Reduce -21.8% | 75,206 | $3.9M |
| Horizons Wealth Management | 2.69% | Add +5.4% | 68,513 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -84.8% | 61,752 | $3.2M |
| Wolf Group Capital Advisors | 0.99% | Add +459.7% | 56,902 | $3.0M |
| WJ Wealth Management, LLC | 0.82% | New | 44,849 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +6.3% | 40,809 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.6% | 33,984 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +14.5% | 25,695 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +101.2% | 24,363 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 21,837 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.5% | 19,223 | $997K |
| Silver Oak Securities, Incorporated | 0.09% | Add +0.1% | 19,054 | $982K |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 17,975 | $933K |
| Lake Street Private Wealth, LLC | 0.13% | No change | 14,725 | $764K |
| Hollencrest Capital Management | 0.03% | Reduce -8.3% | 12,279 | $637K |
| National Philanthropic Trust | 0.01% | Reduce -8.3% | 12,279 | $637K |
| Columbia River Financial Group, LLC | 0.36% | Reduce -26.2% | 10,356 | $537K |
| Pullen Investment Management, LLC | 0.30% | Add +1.8% | 9,237 | $479K |
| WT Wealth Management | 0.15% | Add +8.7% | 9,108 | $473K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.1% | 7,001 | $363K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -3.1% | 7,001 | $363K |
| Faithward Advisors, LLC | 0.06% | No change | 6,234 | $323K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 6,005 | $312K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 5,602 | $291K |
| Fifth Third Securities, Inc. | 0.02% | Add +24.3% | 5,572 | $289K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 5,346 | $277K |
| Atria Investments, Inc | 0.00% | Reduce -0.2% | 4,353 | $226K |
| Valmark Advisers, Inc. | 0.00% | New | 4,334 | $225K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,048 | $210K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 2,350 | $122K |
| IFP Advisors, Inc | 0.00% | Add +2.6% | 1,943 | $101K |
| 10Elms LLP | 0.09% | Reduce -6.3% | 1,500 | $78K |
| Advisors Preferred, LLC | 0.01% | New | 1,335 | $69K |
| Stone House Investment Management, LLC | 0.01% | New | 819 | $42K |
| Cohen & Steers, Inc. | 0.00% | Reduce -67.7% | 779 | $40K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 410 | $21K |
| Morgan Stanley | 0.00% | Add +3.6% | 404 | $21K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 342 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 270 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 211 | $11K |
| FMR LLC | 0.00% | No change | 187 | $10K |
| Spire Wealth Management | 0.00% | No change | 153 | $8K |
| 2UniFi Bank | 0.00% | No change | 150 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 124 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 84 | $4K |
| Cwm, LLC | 0.00% | No change | 62 | $3K |
| 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.