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iShares US Basic Materials ETF
IYM

Overview Fund Activity

127 hedge funds and large institutions have $157M invested in iShares US Basic Materials ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
127
Holders Change
+15
Holders Change %
+13.39%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
29
Reduced
30
Closed
12
Calls
$277K
Puts
$9.88M
Net Calls
-$9.6M
Net Calls Change
-$9.87M

Top Buyers

1
B
1
Barings
North Carolina
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.41M
4
BCM
4
Brookstone Capital Management
Illinois
$3.99M
5
PFA
5
Pinnacle Family Advisors
Missouri
$2.92M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
DY
26
Dowling & Yahnke
California
$1.15M 11,685 -765 -6%
FEM
27
Fulcrum Equity Management
Texas
$1.15M 11,609 -3,946 -25%
Truist Financial
28
Truist Financial
North Carolina
$1.14M 11,514 +11,514 New
Ameriprise
29
Ameriprise
Minnesota
$1.12M 11,315 +2,206 +24%
FCFC
30
First Citizens Financial Corp
Iowa
$1.06M 10,704 +67 +0.6%
CS
31
Credit Suisse
Switzerland
$913K 9,248 +4,728 +105%
AW
32
ACG Wealth
Georgia
$695K 7,035 -4 -0.1%
NA
33
Navellier & Associates
Nevada
$672K 6,808 -2,176 -24%
RGC
34
Roberts, Glore & Co
Illinois
$665K 6,744 -15 -0.2%
CC
35
Cedar Capital
Illinois
$627K 6,352 +6,352 New
SB
36
Simmons Bank
Arkansas
$611K 6,181 +367 +6%
HIS
37
Harvest Investment Services
Illinois
$610K 6,180 +2,958 +92%
UCFA
38
United Capital Financial Advisors
Texas
$605K 6,130 -53 -0.9%
CA
39
Cetera Advisors
Colorado
$603K 6,102 -898 -13%
PIMG
40
Patriot Investment Management Group
Tennessee
$597K 6,055 -10 -0.2%
Stifel Financial
41
Stifel Financial
Missouri
$592K 6,002 +6,002 New
BCA
42
Bray Capital Advisors
Florida
$558K 5,650 – –
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$548K 5,546 -498 -8%
CAN
44
Cetera Advisor Networks
California
$531K 5,378 +201 +4%
KAS
45
Kestra Advisory Services
Texas
$493K 77 +77 New
PMG
46
ProVise Management Group
Florida
$445K 4,507 +4,507 New
BC
47
Bartlett & Co
Ohio
$348K 3,519 +569 +19%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$348K 3,519 +569 +19%
AAS
49
Avantax Advisory Services
Texas
$344K 3,485 +1,050 +43%
IWM
50
IHT Wealth Management
Illinois
$308K 3,118 +168 +6%
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