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iShares US Basic Materials ETF
IYM

Overview Fund Activity

151 hedge funds and large institutions have $274M invested in iShares US Basic Materials ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 44 closing their positions.

Holders
151
Holders Change
-20
Holders Change %
-11.7%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
32
Reduced
48
Closed
44
Calls
$402K
Puts
$490K
Net Calls
-$88K
Net Calls Change
-$2.8M

Top Buyers

1
Citigroup
1
Citigroup
New York
$25.2M
2
SOMRS
2
State of Michigan Retirement System
Michigan
$15.1M
3
UBS Group
3
UBS Group
Switzerland
$12.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$4.8M
5
EH
5
Equitable Holdings
New York
$4.29M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
BFG
2
Barber Financial Group
Kansas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.91M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.83M 22,541 +7,462 +49%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.93M 15,368 -33,172 -68%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.91M 15,192 -206,102 -93%
Truist Financial
29
Truist Financial
North Carolina
$1.86M 14,829 +2,418 +19%
PFA
30
Pathway Financial Advisors
Vermont
$1.76M 12,870 – –
WA
31
WESPAC Advisors
California
$1.65M 13,098 -25 -0.2%
FCFC
32
First Citizens Financial Corp
Iowa
$1.45M 11,532 +473 +4%
DY
33
Dowling & Yahnke
California
$1.4M 11,120 -185 -2%
LWM
34
Lionsbridge Wealth Management
Florida
$1.31M 10,461 +10,461 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.19M 9,474 -27,401 -74%
MWM
36
Mattern Wealth Management
Kansas
$1.05M 8,333 -38,933 -82%
QA
37
Quantitative Advantage
Minnesota
$1.04M 8,297 +700 +9%
CAN
38
Cetera Advisor Networks
California
$993K 7,904 +2,355 +42%
NWA
39
Navis Wealth Advisors
New York
$931K 7,417 – –
KAS
40
Kestra Advisory Services
Texas
$863K 6,876 -7,884 -53%
RGC
41
Roberts, Glore & Co
Illinois
$847K 6,744 – –
SB
42
Simmons Bank
Arkansas
$794K 6,326 +185 +3%
PIMG
43
Patriot Investment Management Group
Tennessee
$747K 5,955 -40 -0.7%
UCFA
44
United Capital Financial Advisors
Texas
$733K 5,840 -107 -2%
BCA
45
Bray Capital Advisors
Florida
$709K 5,650 – –
PFS
46
Prospera Financial Services
Texas
$690K 5,496 +670 +14%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$679K 5,406 – –
SPC
48
Sigma Planning Corp
Michigan
$663K 5,280 -26,985 -84%
KM
49
Kalos Management
Georgia
$638K 4,588 -9,658 -68%
CS
50
Credit Suisse
Switzerland
$634K 5,046 -2,312 -31%
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