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iShares US Basic Materials ETF
IYM

128 hedge funds and large institutions have $352M invested in iShares US Basic Materials ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.26M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less funds holding

Funds holding: 132 → 128 (-4)

3.61% less ownership

Funds ownership: 52.15% → 48.54% (-3.6%)

11% less capital invested

Capital invested by funds: $393M → $352M (-$41.4M)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
43
Reduced
34
Closed
19
Calls
$2.26M
Puts
$1.26M
Net Calls
+$1M
Net Calls Change
+$1.13M

Top Buyers

1
NPC
National Planning Corporation
California
+$6.18M
2
UCFA
United Capital Financial Advisors
Texas
+$5.8M
3
PFA
Pinnacle Family Advisors
Missouri
+$5.69M
4
Wells Fargo
Wells Fargo
California
+$5.11M
5
Morgan Stanley
Morgan Stanley
New York
+$3.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$62.7M
2
QA
Quantitative Advantage
Minnesota
-$9.43M
3
LPL Financial
LPL Financial
California
-$4.71M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.43M
5
GC
Grimes & Company
Massachusetts
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Advantage Investment Management
Iowa
$2.52M +$653K +7,346 +35%
FHC
27
First Heartland Consultants
Missouri
$2.52M +$2.22M +24,993 +792%
VF
28
Virtu Financial
New York
$2.37M +$2.36M +26,548 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.13M +$196K +2,203 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.05M -$3.33M -37,514 -62%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$2.02M -$3.43M -38,578 -63%
TRCT
32
Tower Research Capital (TRC)
New York
$1.98M +$749K +8,432 +61%
IA
33
IFP Advisors
Florida
$1.84M +$1.52M +17,120 +495%
SWP
34
Stratos Wealth Partners
Ohio
$1.78M -$98.9K -1,113 -5%
Ameriprise
35
Ameriprise
Minnesota
$1.67M +$34.7K +390 +2%
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.54M +$558K +6,282 +57%
CI
37
Cavalier Investments
Georgia
$1.26M – – –
FA
38
FDx Advisors
Illinois
$1.2M +$911K +10,251 +321%
SCA
39
Snowden Capital Advisors
New York
$1.18M +$26.8K +302 +2%
CWM
40
Cranbrook Wealth Management
Michigan
$1.15M -$43.2K -486 -4%
NL
41
NWAM LLC
Washington
$1.14M +$40.8K +459 +4%
SPC
42
Sigma Planning Corp
Michigan
$1.06M -$64.8K -729 -6%
UAS
43
United Asset Strategies
New York
$1.03M -$10.7K -120 -1%
VKH
44
Virtu KCG Holdings
New York
$1.03M +$48.9K +550 +5%
AW
45
ACG Wealth
Georgia
$1M -$40.5K -456 -4%
MIAN
46
Mariner Independent Advisor Network
Kansas
$992K +$987K +11,105 New
DY
47
Dowling & Yahnke
California
$944K -$6.22K -70 -0.7%
ISL
48
Ingalls & Snyder LLC
New York
$895K -$20K -225 -2%
FPCM
49
Financial Partners Capital Management
New York
$875K -$255K -2,875 -23%
CAN
50
Cetera Advisor Networks
California
$837K +$365K +4,102 +78%
1
2
3 4 5

IYM Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2017, worth a combined $352M — down 11% from $393M a quarter earlier.

Fund positioning in IYM was balanced in Q2 2017: 19 funds opened new positions, 19 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was National Planning Corporation, adding an estimated $6.18M. The largest seller was Bank of America, cutting an estimated $62.7M.

  • 128 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2017, down from 132 in Q1 2017.
  • Funds reported $352M of iShares US Basic Materials ETF stock for Q2 2017, down 11% quarter-over-quarter.
  • 19 funds opened new iShares US Basic Materials ETF positions in Q2 2017 and 19 closed out, a net change of 0 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2017 was National Planning Corporation, an estimated $6.18M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2017 was Bank of America, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2017.