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Funds holding Blackrock Res & Commdities Strgy Tr

ISIN US09257A1088 · United States · LEI 8DZAUY8151XS5PISSX42

Fund holders
5
Of which ETFs
2 3 other funds
Value held
12.9M $
FundSharesValueWeight in fund
Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II 882,97612M $1.46 %as of Feb 28, 2026 ↗
First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII 48,377656K $0.87 %as of Feb 28, 2026 ↗
Modern Capital Tactical Income Fund Modern Capital Funds Trust 25,000301.3K $0.43 %as of Mar 31, 2026 ↗
Multi-Hedge Strategies Fund Rydex Variable Trust 2142.6K $0.01 %as of Mar 31, 2026 ↗
Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds 80964 $0.01 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.

FundWeight in fund
Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II 1.46 %as of Feb 28, 2026 ↗
First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII 0.87 %as of Feb 28, 2026 ↗
Modern Capital Tactical Income Fund Modern Capital Funds Trust 0.43 %as of Mar 31, 2026 ↗
Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds 0.01 %as of Mar 31, 2026 ↗
Multi-Hedge Strategies Fund Rydex Variable Trust 0.01 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q25+1956,647-25.7 %
2026Q14-21,287,691-14.1 %
2025Q46-11,499,258-27.2 %
2025Q37-12,058,893+2.3 %
2025Q28+32,012,983+25.6 %
2025Q15-21,602,793+20.7 %
2024Q47+21,327,560+6.5 %
2024Q35+11,246,886+15.8 %
2024Q24-11,076,732+2.4 %
2024Q1501,051,316-47.5 %
2023Q452,001,940

Institutional managers

134 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
WELLS FARGO & COMPANY/MN3,956,64247.7M $as of Mar 31, 2026
MORGAN STANLEY3,755,01545.2M $as of Mar 31, 2026
LAZARD ASSET MANAGEMENT LLC2,943,79835.5M $as of Mar 31, 2026
180 WEALTH ADVISORS, LLC1,080,07413M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC795,2049.6M $as of Mar 31, 2026
ROYAL BANK OF CANADA790,2719.5M $as of Mar 31, 2026
LPL Financial LLC760,9399.2M $as of Mar 31, 2026
Invesco Ltd.752,6089.1M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC739,9518.9M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC661,0468M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/517,7656.2M $as of Mar 31, 2026
TTP Investments, Inc.487,4605.9M $as of Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC460,0695.5M $as of Mar 31, 2026
Intellectus Partners, LLC323,2383.9M $as of Mar 31, 2026
STIFEL FINANCIAL CORP309,5323.7M $as of Mar 31, 2026
OPPENHEIMER & CO INC284,4893.4M $as of Mar 31, 2026
Steward Partners Investment Advisory, LLC229,3552.8M $as of Mar 31, 2026
Thomas J. Herzfeld Advisors, Inc.216,7522.6M $as of Mar 31, 2026
OSAIC HOLDINGS, INC.213,4012.6M $as of Mar 31, 2026
UBS Group AG209,5172.5M $as of Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC205,0832.5M $as of Mar 31, 2026
Canal Insurance CO204,1742.5K $as of Mar 31, 2026
Kestra Advisory Services, LLC143,6661.7M $as of Mar 31, 2026
Creative Planning129,1191.6M $as of Mar 31, 2026
44 WEALTH MANAGEMENT LLC120,3371.5M $as of Mar 31, 2026

Declared shareholders of Blackrock Res & Commdities Strgy Tr

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wells Fargo & Company 5.20 %3,956,643as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Blackrock Res & Commdities Strgy Tr". https://titelia.com/en/stocks/blackrock-res-commdities-strgy-tr-US09257A1088