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iShares US Basic Materials ETF
IYM

112 hedge funds and large institutions have $119M invested in iShares US Basic Materials ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $84.3M → $119M (+$34.9M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4.82% more ownership

Funds ownership: 38.26% → 43.08% (+4.8%)

2% more funds holding

Funds holding: 110 → 112 (+2)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
33
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$1.02M

Top Buyers

1
PFG
Piershale Financial Group
Illinois
+$6.87M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.53M
3
Goldman Sachs
Goldman Sachs
New York
+$1.71M
4
FEM
Fulcrum Equity Management
Texas
+$1.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$5.53M
2
CG
Cutler Group
California
-$1.18M
3
CB
Commerce Bank
Missouri
-$744K
4
TRCT
Tower Research Capital (TRC)
New York
-$689K
5
Bank of America
Bank of America
North Carolina
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$647K +$59.2K +716 +11%
AW
27
ACG Wealth
Georgia
$628K -$82.8K -1,000 -12%
CA
28
Cetera Advisors
Colorado
$625K +$252K +3,050 +77%
RGC
29
Roberts, Glore & Co
Illinois
$603K -$6.21K -75 -1%
UCFA
30
United Capital Financial Advisors
Texas
$552K -$309K -3,740 -38%
PIMG
31
Patriot Investment Management Group
Tennessee
$541K +$21.9K +265 +5%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$539K +$828 +10 +0.2%
SB
33
Simmons Bank
Arkansas
$519K -$15.2K -184 -3%
BCA
34
Bray Capital Advisors
Florida
$504K – – –
CAN
35
Cetera Advisor Networks
California
$462K – – –
SWP
36
Stratos Wealth Partners
Ohio
$421K -$64.9K -784 -14%
CS
37
Credit Suisse
Switzerland
$403K +$47.9K +579 +15%
PSUF
38
People's United Financial
Connecticut
$380K – – –
UAS
39
United Asset Strategies
New York
$329K -$150K -1,818 -33%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$291K +$2.73K +33 +1%
HIS
41
Harvest Investment Services
Illinois
$287K +$267K +3,222 New
TFF
42
The Family Firm
Maryland
$279K +$2.48K +30 +1%
BAAM
43
Baker Avenue Asset Management
California
$270K +$250K +3,025 New
V
44
Veritable
Delaware
$269K – – –
BCWM
45
Bartlett & Co Wealth Management
Ohio
$263K +$9.93K +120 +4%
IWM
46
IHT Wealth Management
Illinois
$263K -$5.13K -62 -2%
BC
47
Bartlett & Co
Ohio
$263K +$9.93K +120 +4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$255K +$236K +2,854 New
AHC
49
Adell Harriman & Carpenter
Texas
$248K -$33.8K -409 -13%
IAA
50
Independent Advisor Alliance
North Carolina
$241K +$207K +2,500 New
1
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IYM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2020, worth a combined $119M — up 41% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYM positions and 15 closed out — a net gain of 3 holders — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $6.87M. The largest seller was Cresset Asset Management, cutting an estimated $5.53M.

  • 112 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2020, up from 110 in Q1 2020.
  • Funds reported $119M of iShares US Basic Materials ETF stock for Q2 2020, up 41% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q2 2020 and 15 closed out, a net change of +3 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2020 was Piershale Financial Group, an estimated $6.87M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2020 was Cresset Asset Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2020.