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iShares US Basic Materials ETF
IYM

Overview Fund Activity

108 hedge funds and large institutions have $230M invested in iShares US Basic Materials ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 41 reducing their positions, and 22 closing their positions.

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.88%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
15
Reduced
41
Closed
22
Calls
$41K
Puts
$4.24M
Net Calls
-$4.2M
Net Calls Change
-$4.03M

Top Buyers

1
CI
1
Clal Insurance
Israel
$37.3M
2
Bank of America
2
Bank of America
North Carolina
$34.7M
3
UBS Group
3
UBS Group
Switzerland
$6.16M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
CS
5
Credit Suisse
Switzerland
$4.07M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.45M
3
UCFA
3
United Capital Financial Advisors
Texas
$448K
4
LPL Financial
4
LPL Financial
California
$5.26M
5
AIA
5
Arrow Investment Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.45M 17,531 -379,080 -96%
UAS
27
United Asset Strategies
New York
$1.33M 16,112 -1,639 -9%
PAG
28
Private Advisor Group
New Jersey
$1.27M 15,409 -8,454 -35%
TH
29
Timber Hill
Connecticut
$1.2M 14,498 +14,498 New
Citadel Advisors
30
Citadel Advisors
Florida
$1.17M 14,132 +14,132 New
BAAM
31
Baker Avenue Asset Management
California
$993K 12,042 +1,532 +15%
FHC
32
First Heartland Consultants
Missouri
$907K 10,993 -35,708 -76%
SRSA
33
S.R. Schill & Associates
Washington
$874K 10,593 +10,593 New
DY
34
Dowling & Yahnke
California
$866K 10,497 -50 -0.5%
ASN
35
Advisory Services Network
Georgia
$815K 10,137 -1,606 -14%
SWP
36
Stratos Wealth Partners
Ohio
$808K 9,800 +9,800 New
MAS
37
Madden Advisory Services
Florida
$785K 9,521 -2,156 -18%
PSUF
38
People's United Financial
Connecticut
$778K 9,435 -5,300 -36%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$770K 9,333 -106 -1%
RGC
40
Roberts, Glore & Co
Illinois
$682K 8,265 – –
NPC
41
National Planning Corporation
California
$674K 8,410 -6,793 -45%
Stifel Financial
42
Stifel Financial
Missouri
$551K 6,677 +340 +5%
WTC
43
WhitTier Trust Company
Nevada
$538K 6,525 – –
UCFA
44
United Capital Financial Advisors
Texas
$448K 5,438 -276,452 -98%
NL
45
NWAM LLC
Washington
$430K 5,216 +58 +1%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$372K 4,507 +80 +2%
LWM
47
LBA Wealth Management
Florida
$348K 4,225 -1,245 -23%
Millennium Management
48
Millennium Management
New York
$345K 4,189 +4,189 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$328K 3,983 -21,804 -85%
TRCT
50
Tower Research Capital (TRC)
New York
$318K 3,854 -12,209 -76%
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