iShares Bloomberg Roll SelecCMDYETF
13F holders, Q2 2025 (June 30)59holders +3
8new positions
5sold out
$50.43avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, up 3 from Q1 2025. 8 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($17.8M), Envestnet Asset Management Inc. ($17.6M) and Alaska Wealth Advisors, LLC ($14.2M).
- Company
- iShares Bloomberg Roll Selec
- CUSIP
- 46431W598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $11.6M |
| Exits | 5 | $3.2M |
All 13F filers, Q1 2025 → Q2 2025: 459,764 shares bought and 787,709 shares sold, net −327,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Ameriprise Financial Inc. | 0.00% | Add +12.1% | 353,088 | $17.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.2% | 349,763 | $17.6M |
| Alaska Wealth Advisors, LLC | 2.03% | Reduce -15.7% | 281,308 | $14.2M |
| TD Waterhouse Canada Inc. | 0.10% | Add +22.9% | 267,743 | $13.5M |
| Principal Securities, Inc. | 0.24% | Add +12.3% | 253,016 | $12.8M |
| Disciplina Capital Management LLC | 1.04% | Add +47.6% | 163,627 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 124,713 | $6.3M |
| CW Advisors, LLC | 0.05% | New | 108,421 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -24.0% | 103,849 | $5.2M |
| Bank of America Corp. | 0.00% | Add +37.3% | 84,758 | $4.3M |
| FDx Advisors, Inc. | 1.13% | Reduce -2.9% | 73,039 | $3.7M |
| Horizons Wealth Management | 2.50% | Add +0.2% | 68,640 | $3.5M |
| UBS Group AG | 0.00% | New | 55,443 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +11.8% | 45,627 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.8% | 33,711 | $1.7M |
| Alaska Permanent Capital Management, LLC | 0.12% | Reduce -95.3% | 31,000 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | New | 30,000 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +4.2% | 25,392 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -11.6% | 22,728 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 21,464 | $1.1M |
| Silver Oak Securities, Incorporated | 0.09% | Add +7.4% | 20,461 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.9% | 18,135 | $915K |
| Common Fund for Nonprofit Organizations | 0.09% | New | 17,134 | $864K |
| Cetera Investment Advisers | 0.00% | Reduce -6.8% | 16,752 | $845K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -0.0% | 14,724 | $743K |
| Flow Traders U.S. LLC | 0.02% | New | 11,987 | $605K |
| Hollencrest Capital Management | 0.03% | Reduce -3.0% | 11,904 | $600K |
| National Philanthropic Trust | 0.01% | Reduce -3.0% | 11,904 | $600K |
| Pullen Investment Management, LLC | 0.30% | Add +7.7% | 9,949 | $502K |
| Columbia River Financial Group, LLC | 0.25% | Reduce -26.4% | 7,625 | $381K |
| Focus Partners Wealth | 0.00% | New | 7,417 | $374K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.0% | 6,790 | $342K |
| Morgan Stanley | 0.00% | Add +1475.0% | 6,363 | $321K |
| Essential Partners LLC | 0.13% | — | 6,262 | $316K |
| Faithward Advisors, LLC | 0.05% | Reduce -0.7% | 6,191 | $312K |
| US Bancorp \de | 0.00% | Add +1.0% | 6,065 | $306K |
| Fifth Third Securities, Inc. | 0.02% | Add +8.2% | 6,027 | $304K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.8% | 5,107 | $258K |
| Valmark Advisers, Inc. | 0.00% | Add +10.4% | 4,784 | $241K |
| Atria Investments, Inc | 0.00% | Reduce -2.7% | 4,235 | $214K |
| Leavell Investment Management, Inc. | 0.01% | No change | 4,048 | $204K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 2,360 | $119K |
| IFP Advisors, Inc | 0.00% | Reduce -8.8% | 1,772 | $89K |
| 10Elms LLP | 0.08% | No change | 1,500 | $76K |
| Stone House Investment Management, LLC | 0.01% | No change | 819 | $41K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 410 | $21K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 342 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.5% | 266 | $13K |
| Spire Wealth Management | 0.00% | No change | 153 | $8K |
| 2UniFi Bank | 0.00% | No change | 150 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 124 | $6K |
| Cohen & Steers, Inc. | 0.00% | Reduce -87.2% | 100 | $5K |
| Copia Wealth Management | 0.00% | New | 97 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 84 | $4K |
| FMR LLC | 0.00% | Reduce -56.1% | 82 | $4K |
| Royal Bank of Canada | 0.00% | New | 51 | $3K |
| Cwm, LLC | 0.00% | No change | 62 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $2K |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $101 |
"% of holder's portfolio" is CMDY's weight in each manager's 13F, not the share of iShares Bloomberg Roll Selec the manager owns.