iShares US Basic Materials ETF
132 hedge funds and large institutions have $165M invested in iShares US Basic Materials ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
11% more funds holding
Funds holding: 119 → 132 (+13)
1.37% more ownership
Funds ownership: 44.86% → 46.23% (+1.4%)
2% less capital invested
Capital invested by funds: $168M → $165M (-$2.54M)
38% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$4.34M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$3.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.7M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$1.96M |
| 5 |
CG
Cutler Group
San Francisco,
California
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$27.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.67M |
| 3 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
-$1.67M |
| 4 |
VF
Virtu Financial
New York
|
-$1.26M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$960K |
IYM Hedge Fund Activity: Q4 2019 in Review
132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2019, worth a combined $165M — down 1.5% from $168M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYM positions and 14 closed out — a net gain of 14 holders — while 23 added to existing stakes and 37 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $4.34M. The largest seller was Commerce Bank, cutting an estimated $27.7M.
- 132 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2019, up from 119 in Q3 2019.
- Funds reported $165M of iShares US Basic Materials ETF stock for Q4 2019, down 1.5% quarter-over-quarter.
- 28 funds opened new iShares US Basic Materials ETF positions in Q4 2019 and 14 closed out, a net change of +14 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2019 was Quantitative Advantage, an estimated $4.34M added.
- The largest iShares US Basic Materials ETF seller in Q4 2019 was Commerce Bank, an estimated $27.7M sold.
Based on aggregated 13F filings for Q4 2019.