iShares Bloomberg Roll SelecCMDYETF
13F holders, Q3 2025 (September 30)63holders +4
8new positions
1sold out
$52.67avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, up 4 from Q2 2025. 8 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($21.3M), Ameriprise Financial Inc. ($20.1M) and TD Waterhouse Canada Inc. ($15.3M).
- Company
- iShares Bloomberg Roll Selec
- CUSIP
- 46431W598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 1 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 367,806 shares bought and 251,280 shares sold, net +116,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Envestnet Asset Management Inc. | 0.01% | Add +16.0% | 405,624 | $21.3M |
| Ameriprise Financial Inc. | 0.00% | Add +8.4% | 382,671 | $20.1M |
| TD Waterhouse Canada Inc. | 0.10% | Add +8.1% | 289,540 | $15.3M |
| Principal Securities, Inc. | 0.23% | Add +6.3% | 268,906 | $14.1M |
| Disciplina Capital Management LLC | 1.03% | Reduce -2.0% | 160,350 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce 0.0% | 124,710 | $6.6M |
| LPL Financial LLC | 0.00% | Add +15.3% | 119,766 | $6.3M |
| Bank of America Corp. | 0.00% | Add +39.7% | 118,388 | $6.2M |
| Alaska Wealth Advisors, LLC | 0.71% | Reduce -63.1% | 103,729 | $5.5M |
| FDx Advisors, Inc. | 1.20% | Add +1.6% | 74,228 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +238.8% | 72,711 | $3.8M |
| Horizons Wealth Management | 2.58% | Add +4.3% | 71,582 | $3.8M |
| Wesbanco Bank Inc. | 0.09% | Add +102.3% | 60,700 | $3.2M |
| UBS Group AG | 0.00% | Reduce -10.6% | 49,582 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +86.7% | 47,417 | $2.5M |
| Flow Traders U.S. LLC | 0.08% | Add +220.1% | 38,367 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +16.6% | 26,512 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +54.2% | 25,826 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 24,957 | $1.3M |
| Silver Oak Securities, Incorporated | 0.09% | Add +6.0% | 21,690 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -62.3% | 17,187 | $904K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 17,144 | $902K |
| Common Fund for Nonprofit Organizations | 0.08% | No change | 17,134 | $901K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.0% | 14,725 | $775K |
| Hollencrest Capital Management | 0.02% | Reduce -9.6% | 10,767 | $566K |
| National Philanthropic Trust | 0.01% | Reduce -9.6% | 10,767 | $566K |
| Pullen Investment Management, LLC | 0.28% | Reduce -0.1% | 9,934 | $523K |
| US Bancorp \de | 0.00% | Add +53.9% | 9,336 | $491K |
| Columbia River Financial Group, LLC | 0.28% | Add +8.1% | 8,240 | $450K |
| Focus Partners Wealth | 0.00% | Add +4.3% | 7,732 | $407K |
| Fifth Third Securities, Inc. | 0.03% | Add +20.3% | 7,250 | $381K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.4% | 6,817 | $359K |
| Morgan Stanley | 0.00% | Add +1.1% | 6,431 | $338K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 5,789 | $305K |
| Faithward Advisors, LLC | 0.04% | Reduce -10.9% | 5,514 | $290K |
| MML Investors Services, LLC | 0.00% | New | 5,452 | $287K |
| Essential Partners LLC | 0.09% | Reduce -13.3% | 5,427 | $285K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.9% | 4,598 | $242K |
| Seaside Wealth Management, Inc. | 0.07% | New | 4,278 | $225K |
| Atria Investments, Inc | 0.00% | Reduce -1.4% | 4,178 | $220K |
| Leavell Investment Management, Inc. | 0.01% | No change | 4,048 | $213K |
| Advisory Services Network, LLC | 0.00% | New | 2,980 | $157K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.4% | 2,280 | $120K |
| IFP Advisors, Inc | 0.00% | No change | 1,772 | $93K |
| 10Elms LLP | 0.08% | No change | 1,500 | $79K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,447 | $76K |
| Stone House Investment Management, LLC | 0.01% | Reduce -0.6% | 814 | $43K |
| FMR LLC | 0.00% | Add +735.4% | 685 | $36K |
| Cwm, LLC | 0.00% | Add +682.3% | 485 | $26K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 342 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 266 | $14K |
| 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 | $7K |
| Cohen & Steers, Inc. | 0.00% | Add +21.0% | 121 | $6K |
| Copia Wealth Management | 0.00% | No change | 97 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 84 | $4K |
| MAI Capital Management | 0.00% | New | 79 | $4K |
| Simplex Trading, LLC | 0.00% | New | 92 | $4K |
| Royal Bank of Canada | 0.00% | Add +33.3% | 68 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $2K |
| Strategic Advocates LLC | 0.00% | New | 7 | $368 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $106 |
"% of holder's portfolio" is CMDY's weight in each manager's 13F, not the share of iShares Bloomberg Roll Selec the manager owns.