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iShares US Basic Materials ETF
IYM

172 hedge funds and large institutions have $518M invested in iShares US Basic Materials ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 8

469% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $578K

229% more capital invested

Capital invested by funds: $157M → $518M (+$361M)

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

35% more funds holding

Funds holding: 127 → 172 (+45)

19.07% more ownership

Funds ownership: 38.74% → 57.8% (+19%)

Holders
172
Holders Change
+45
Holders Change %
+35.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
56
Increased
49
Reduced
22
Closed
8
Calls
$3.29M
Puts
$578K
Net Calls
+$2.71M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$38.9M
2
BCM
Brookstone Capital Management
Illinois
+$34.7M
3
FI
FormulaFolio Investments
Michigan
+$32.4M
4
PFG
Piershale Financial Group
Illinois
+$19.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$3.71M
2
PFA
Pinnacle Family Advisors
Missouri
-$1.78M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.38M
4
PMG
ProVise Management Group
Florida
-$445K
5
AW
ACG Wealth
Georgia
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$5.18M +$1.4M +13,165 +41%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$5.16M +$4.46M +41,903 +6,144%
AWM
28
AE Wealth Management
Kansas
$4.71M +$4.42M +41,531 New
Citadel Advisors
29
Citadel Advisors
Florida
$4.18M +$556K +5,224 +17%
Ameriprise
30
Ameriprise
Minnesota
$3.96M +$2.52M +23,620 +209%
RJA
31
Raymond James & Associates
Florida
$3.88M +$1.15M +10,808 +46%
CAM
32
Cresset Asset Management
Illinois
$3.75M – – –
SPC
33
Sigma Planning Corp
Michigan
$3.66M +$3.44M +32,265 New
PAG
34
Private Advisor Group
New Jersey
$3.59M +$211K +1,983 +7%
CCFM
35
Clear Creek Financial Management
Washington
$3.47M +$3.26M +30,622 New
SCA
36
Snowden Capital Advisors
New York
$3.16M +$650K +6,105 +28%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.06M +$2.88M +27,025 New
Bank of Nova Scotia
38
Bank of Nova Scotia
Ontario, Canada
$2.87M +$2.69M +25,262 New
HIS
39
Harvest Investment Services
Illinois
$2.59M +$1.77M +16,644 +269%
IA
40
IFP Advisors
Florida
$2.54M +$2.32M +21,820 +3,185%
MIAN
41
Mariner Independent Advisor Network
Kansas
$2.27M +$2.14M +20,063 New
SAG
42
Spotlight Asset Group
Illinois
$1.95M +$1.83M +17,151 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.71M +$338K +3,177 +27%
KAS
44
Kestra Advisory Services
Texas
$1.67M +$1.56M +14,683 +19,069%
SS
45
Simplicity Solutions
Minnesota
$1.67M +$1.57M +14,698 New
KM
46
Kalos Management
Georgia
$1.61M +$299K +2,807 +25%
SPIA
47
Steward Partners Investment Advisory
New York
$1.61M +$1.42M +13,313 +1,478%
PFA
48
Pathway Financial Advisors
Vermont
$1.49M – – –
WA
49
WESPAC Advisors
California
$1.49M +$1.4M +13,123 New
PFA
50
Pinnacle Family Advisors
Missouri
$1.46M -$1.78M -16,702 -57%
1
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3 4 5

IYM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2020, worth a combined $518M — up 229% from $157M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYM positions and 8 closed out — a net gain of 48 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.9M. The largest seller was Barings, cutting an estimated $3.71M.

  • 172 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $518M of iShares US Basic Materials ETF stock for Q4 2020, up 229% quarter-over-quarter.
  • 56 funds opened new iShares US Basic Materials ETF positions in Q4 2020 and 8 closed out, a net change of +48 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2020 was Barber Financial Group, an estimated $38.9M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2020 was Barings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2020.