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iShares US Basic Materials ETF
IYM

182 hedge funds and large institutions have $544M invested in iShares US Basic Materials ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

2% more funds holding

Funds holding: 178 → 182 (+4)

1.98% more ownership

Funds ownership: 55.07% → 57.05% (+2%)

3% more capital invested

Capital invested by funds: $528M → $544M (+$15.9M)

48% less call options, than puts

Call options by funds: $511K | Put options by funds: $989K

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
57
Reduced
48
Closed
24
Calls
$511K
Puts
$989K
Net Calls
-$478K
Net Calls Change
-$1.25M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$38.1M
2
LPL Financial
LPL Financial
California
+$34M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$31.1M
4
PFG
Piershale Financial Group
Illinois
+$17M
5
RIG
Ramiah Investment Group
Wisconsin
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.1M
2
BCM
Brookstone Capital Management
Illinois
-$33.2M
3
SOMRS
State of Michigan Retirement System
Michigan
-$9.13M
4
Goldman Sachs
Goldman Sachs
New York
-$5.83M
5
MWM
Mattern Wealth Management
Kansas
-$5.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$4.16M +$193K +1,484 +5%
Ameriprise
27
Ameriprise
Minnesota
$3.92M +$547K +4,199 +15%
FTUS
28
Flow Traders U.S.
New York
$3.68M +$3.36M +25,763 +681%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.65M -$5.21K -40 -0.1%
MA
30
Mutual Advisors
Nebraska
$3.6M +$3.57M +27,365 +1,756%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.36M +$1.14M +8,779 +48%
SCA
32
Snowden Capital Advisors
New York
$3.33M -$156K -1,198 -4%
IA
33
IFP Advisors
Florida
$3.1M +$3.15M +24,145 +3,124%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.05M +$164K +1,256 +5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.68M -$1.77M -13,592 -39%
PCH
36
PGIM Custom Harvest
New Jersey
$2.32M +$1.17M +8,936 +92%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.22M +$1.94M +14,853 +499%
MSAM
38
Moloney Securities Asset Management
Missouri
$1.89M -$1.38M -10,548 -41%
KAS
39
Kestra Advisory Services
Texas
$1.58M +$623K +4,779 +60%
FCFC
40
First Citizens Financial Corp
Iowa
$1.56M +$102K +783 +7%
CAG
41
Csenge Advisory Group
Florida
$1.55M +$45.8K +351 +3%
LWM
42
Lionsbridge Wealth Management
Florida
$1.41M +$261 +2 +0%
DY
43
Dowling & Yahnke
California
$1.38M -$1.3K -10 -0.1%
EL
44
Essex LLC
Illinois
$1.33M +$1.39M +10,660 New
PAG
45
Private Advisor Group
New Jersey
$1.33M +$458K +3,511 +49%
BAM
46
Belpointe Asset Management
Nevada
$1.29M +$1.36M +10,396 New
Simplex Trading
47
Simplex Trading
Illinois
$1.21M – – –
QA
48
Quantitative Advantage
Minnesota
$1.19M +$77.2K +592 +7%
AWM
49
AE Wealth Management
Kansas
$1.18M +$1.24M +9,493 New
Citadel Advisors
50
Citadel Advisors
Florida
$1.17M -$3.3M -25,346 -73%
1
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IYM Hedge Fund Activity: Q3 2021 in Review

182 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2021, worth a combined $544M — up 3% from $528M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYM positions and 24 closed out — a net gain of 5 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.1M. The largest seller was Royal Bank of Canada, cutting an estimated $38.1M.

  • 182 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2021, up from 178 in Q2 2021.
  • Funds reported $544M of iShares US Basic Materials ETF stock for Q3 2021, up 3% quarter-over-quarter.
  • 29 funds opened new iShares US Basic Materials ETF positions in Q3 2021 and 24 closed out, a net change of +5 holders.
  • The largest iShares US Basic Materials ETF buyer in Q3 2021 was Barber Financial Group, an estimated $38.1M added.
  • The largest iShares US Basic Materials ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2021.