iShares Bloomberg Roll SelecCMDYETF
13F holders, Q4 2025 (December 31)67holders +4
8new positions
8sold out
$48.75avg. 13F price*
At the end of Q4 2025, 67 institutions reported holding iShares Bloomberg Roll Selec (CMDY) in their 13F filings, up 4 from Q3 2025. 8 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($20.7M), Ameriprise Financial Inc. ($19.4M) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 8 | $11.2M |
All 13F filers, Q3 2025 → Q4 2025: 379,492 shares bought and 245,481 shares sold, net +134,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 424,304 | $20.7M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 397,973 | $19.4M |
| TD Waterhouse Canada Inc. | 0.10% | Add +8.8% | 315,113 | $15.3M |
| Principal Securities, Inc. | 0.22% | Add +6.9% | 287,546 | $14.0M |
| Disciplina Capital Management LLC | 1.09% | Add +21.6% | 194,906 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Add +121.4% | 160,976 | $7.8M |
| Bank of America Corp. | 0.00% | Add +27.9% | 151,464 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Add +10.0% | 137,128 | $6.7M |
| LPL Financial LLC | 0.00% | Reduce -8.6% | 109,486 | $5.3M |
| Alaska Wealth Advisors, LLC | 0.63% | Reduce -1.4% | 102,255 | $5.0M |
| Horizons Wealth Management | 3.03% | Add +30.4% | 93,309 | $4.5M |
| Wesbanco Bank Inc. | 0.08% | No change | 60,700 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +23.2% | 58,401 | $2.8M |
| Fiducient Advisors LLC | 0.19% | New | 32,209 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.7% | 28,539 | $1.4M |
| Silver Oak Securities, Incorporated | 0.07% | Add +1.3% | 21,974 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -24.3% | 19,563 | $954K |
| Laurel Oak Wealth Management, LLC | 0.15% | — | 17,853 | $870K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 17,578 | $857K |
| Cohen & Steers, Inc. | 0.00% | Add +13107.4% | 15,981 | $779K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -0.4% | 14,664 | $715K |
| SteelPeak Wealth, LLC | 0.02% | New | 14,005 | $683K |
| Hollencrest Capital Management | 0.02% | Add +28.4% | 13,821 | $674K |
| National Philanthropic Trust | 0.01% | Add +28.4% | 13,821 | $674K |
| First Foundation Advisors | 0.02% | New | 12,647 | $617K |
| Focus Partners Wealth | 0.00% | Add +26.0% | 9,740 | $475K |
| US Bancorp \de | 0.00% | Reduce -1.0% | 9,241 | $450K |
| Pullen Investment Management, LLC | 0.23% | Reduce -10.6% | 8,877 | $433K |
| Fifth Third Securities, Inc. | 0.03% | Add +21.4% | 8,803 | $429K |
| MML Investors Services, LLC | 0.00% | Add +56.2% | 8,517 | $415K |
| Columbia River Financial Group, LLC | 0.25% | Reduce -0.2% | 8,225 | $400K |
| Morgan Stanley | 0.00% | Add +5.7% | 6,800 | $332K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.8% | 6,695 | $326K |
| Truist Financial Corp. | 0.00% | Reduce -61.0% | 6,694 | $326K |
| Valmark Advisers, Inc. | 0.00% | Add +35.8% | 6,245 | $304K |
| Faithward Advisors, LLC | 0.04% | Add +8.1% | 5,961 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 5,204 | $254K |
| Seaside Wealth Management, Inc. | 0.07% | Add +12.5% | 4,813 | $235K |
| Atria Investments, Inc | 0.00% | Add +7.2% | 4,480 | $218K |
| Manning & Napier Advisors LLC | 0.00% | New | 3,315 | $162K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 2,323 | $113K |
| Essential Partners LLC | 0.03% | Reduce -58.2% | 2,269 | $111K |
| IFP Advisors, Inc | 0.00% | Add +8.4% | 1,921 | $94K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.8% | 1,589 | $77K |
| 10Elms LLP | 0.08% | No change | 1,500 | $73K |
| SageView Advisory Group, LLC | 0.00% | New | 1,355 | $66K |
| Eagle Bay Advisors LLC | 0.04% | New | 1,000 | $49K |
| Stone House Investment Management, LLC | 0.01% | Add +17.4% | 956 | $47K |
| FMR LLC | 0.00% | No change | 685 | $33K |
| DV Trading LLC | 0.00% | — | 600 | $29K |
| Kestra Advisory Services, LLC | 0.00% | New | 536 | $26K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 342 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 266 | $13K |
| Bravera Wealth | 0.01% | — | 257 | $13K |
| Spire Wealth Management | 0.00% | No change | 153 | $7K |
| 2UniFi Bank | 0.00% | No change | 150 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 124 | $6K |
| Key Capital Management, INC | 0.01% | — | 115 | $6K |
| Copia Wealth Management | 0.00% | No change | 97 | $5K |
| Wells Fargo & Company | 0.00% | New | 89 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 84 | $4K |
| Cwm, LLC | 0.00% | Reduce -87.2% | 62 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -29.4% | 48 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 36 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -65.2% | 32 | $2K |
| Strategic Advocates LLC | 0.00% | No change | 7 | $347 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $98 |
"% of holder's portfolio" is CMDY's weight in each manager's 13F, not the share of iShares Bloomberg Roll Selec the manager owns.