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iShares US Basic Materials ETF
IYM

148 hedge funds and large institutions have $431M invested in iShares US Basic Materials ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more capital invested

Capital invested by funds: $314M → $431M (+$116M)

19% more funds holding

Funds holding: 124 → 148 (+24)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

2.8% less ownership

Funds ownership: 47.78% → 44.98% (-2.8%)

54% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $3.02M

Holders
148
Holders Change
+24
Holders Change %
+19.35%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
43
Reduced
40
Closed
9
Calls
$1.38M
Puts
$3.02M
Net Calls
-$1.65M
Net Calls Change
-$2.25M

Top Buyers

1
LPL Financial
LPL Financial
California
+$33.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$19.1M
3
CB
Commerce Bank
Missouri
+$17.3M
4
PFA
Pinnacle Family Advisors
Missouri
+$9.86M
5
Wells Fargo
Wells Fargo
California
+$8.51M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$6.48M
2
PFG
Piershale Financial Group
Illinois
-$6.33M
3
SG Americas Securities
SG Americas Securities
New York
-$6.24M
4
PAG
Private Advisor Group
New Jersey
-$4.23M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.5M -$140K -1,408 -5%
CWSR
27
Chessman Wealth Strategies RIA
Texas
$2.43M +$2.36M +23,801 New
SI
28
Stephens Inc
Arkansas
$2.33M +$2.27M +22,852 New
SWP
29
Stratos Wealth Partners
Ohio
$2.22M +$368K +3,708 +21%
IWM
30
IHT Wealth Management
Illinois
$2.12M +$1.33M +13,395 +204%
FAAS
31
First Allied Advisory Services
California
$1.93M +$391K +3,945 +26%
CS
32
Credit Suisse
Switzerland
$1.89M -$2.7M -27,195 -59%
IA
33
IFP Advisors
Florida
$1.86M +$619K +6,236 +52%
CF
34
Copperwynd Financial
Arizona
$1.86M +$1.8M +18,162 New
PAG
35
Private Advisor Group
New Jersey
$1.81M -$4.23M -42,593 -71%
TRCT
36
Tower Research Capital (TRC)
New York
$1.8M -$2.47M -24,912 -59%
SWP
37
Strategic Wealth Partners
Ohio
$1.76M +$1.78M +17,971 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.5M -$3.55M -35,808 -71%
SCA
39
Snowden Capital Advisors
New York
$1.49M +$71.7K +723 +5%
BCM
40
Breiter Capital Management
Florida
$1.46M +$1.42M +14,287 New
FHC
41
First Heartland Consultants
Missouri
$1.34M +$702K +7,069 +117%
FPCM
42
Financial Partners Capital Management
New York
$1.29M – – –
CWM
43
Cranbrook Wealth Management
Michigan
$1.26M -$45.5K -458 -4%
Jane Street
44
Jane Street
New York
$1.2M +$28.8K +290 +3%
VFA
45
Voya Financial Advisors
Connecticut
$1.17M +$530K +5,338 +88%
NL
46
NWAM LLC
Washington
$1.16M -$56.2K -566 -5%
UAS
47
United Asset Strategies
New York
$1.14M -$30.3K -305 -3%
AIM
48
Advantage Investment Management
Iowa
$1.14M -$756K -7,615 -41%
AW
49
ACG Wealth
Georgia
$1.09M +$2.68K +27 +0.3%
SPC
50
Sigma Planning Corp
Michigan
$1.08M +$513K +5,169 +96%
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IYM Hedge Fund Activity: Q4 2017 in Review

148 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2017, worth a combined $431M — up 37% from $314M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYM positions and 9 closed out — a net gain of 24 holders — while 43 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.8M. The largest seller was Two Sigma Investments, cutting an estimated $6.48M.

  • 148 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2017, up from 124 in Q3 2017.
  • Funds reported $431M of iShares US Basic Materials ETF stock for Q4 2017, up 37% quarter-over-quarter.
  • 33 funds opened new iShares US Basic Materials ETF positions in Q4 2017 and 9 closed out, a net change of +24 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2017 was LPL Financial, an estimated $33.8M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2017 was Two Sigma Investments, an estimated $6.48M sold.

Based on aggregated 13F filings for Q4 2017.