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iShares US Basic Materials ETF
IYM

95 hedge funds and large institutions have $144M invested in iShares US Basic Materials ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

78% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.6M

25% more capital invested

Capital invested by funds: $115M → $144M (+$28.8M)

14% more funds holding

Funds holding: 83 → 95 (+12)

6.17% more ownership

Funds ownership: 34.89% → 41.07% (+6.2%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
28
Closed
10
Calls
$2.85M
Puts
$1.6M
Net Calls
+$1.25M
Net Calls Change
-$785K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.59M
2
Bank of America
Bank of America
North Carolina
+$3.03M
3
LPL Financial
LPL Financial
California
+$2.49M
4
CS
Credit Suisse
Switzerland
+$2.49M
5
VF
Virtu Financial
New York
+$2.19M

Top Sellers

1
BRM
Boston Research & Management
Massachusetts
-$1.08M
2
CB
Commerce Bank
Missouri
-$845K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$657K
4
Wells Fargo
Wells Fargo
California
-$555K
5
AW
ACG Wealth
Georgia
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
26
United Asset Strategies
New York
$896K -$13.3K -185 -1%
SRSA
27
S.R. Schill & Associates
Washington
$892K -$34.2K -474 -4%
11A
28
10-15 Associates
New York
$766K +$156K +2,159 +25%
SWP
29
Stratos Wealth Partners
Ohio
$738K +$14.8K +205 +2%
DY
30
Dowling & Yahnke
California
$707K -$15.9K -220 -2%
CI
31
Chartist Inc
California
$578K +$591K +8,200 New
MAS
32
Madden Advisory Services
Florida
$573K -$18K -250 -3%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$562K -$10.7K -149 -2%
PSUF
34
People's United Financial
Connecticut
$558K -$99.4K -1,380 -15%
RGC
35
Roberts, Glore & Co
Illinois
$484K – – –
BRM
36
Boston Research & Management
Massachusetts
$459K -$1.08M -15,010 -70%
BC
37
Bartlett & Co
Ohio
$442K -$68.1K -945 -13%
WTC
38
WhitTier Trust Company
Nevada
$437K -$18K -250 -4%
CAN
39
Cetera Advisor Networks
California
$436K +$15.2K +211 +4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$370K +$31K +430 +9%
Two Sigma Investments
41
Two Sigma Investments
New York
$367K +$84.2K +1,169 +29%
BCA
42
Bray Capital Advisors
Florida
$339K – – –
Two Sigma Advisers
43
Two Sigma Advisers
New York
$331K +$43.2K +600 +15%
TRCT
44
Tower Research Capital (TRC)
New York
$295K +$262K +3,631 +653%
PAG
45
Private Advisor Group
New Jersey
$293K +$299K +4,148 New
Capital Fund Management (CFM)
46
Capital Fund Management (CFM)
France
$291K -$304K -4,215 -51%
VKH
47
Virtu KCG Holdings
New York
$287K +$293K +4,066 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$286K -$285K -3,957 -49%
LWM
49
LBA Wealth Management
Florida
$263K -$39.6K -550 -13%
ICAS
50
Investors Capital Advisory Services
Massachusetts
$249K +$255K +3,537 New
1
2
3 4 5

IYM Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2015, worth a combined $144M — up 25% from $115M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYM positions and 10 closed out — a net gain of 12 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.59M. The largest seller was Boston Research & Management, cutting an estimated $1.08M.

  • 95 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2015, up from 83 in Q3 2015.
  • Funds reported $144M of iShares US Basic Materials ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 22 funds opened new iShares US Basic Materials ETF positions in Q4 2015 and 10 closed out, a net change of +12 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2015 was Goldman Sachs, an estimated $3.59M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2015 was Boston Research & Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2015.