iShares US Basic Materials ETF
178 hedge funds and large institutions have $372M invested in iShares US Basic Materials ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 29 closing their positions.
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
2% less funds holding
Funds holding: 182 → 178 (-4)
7.71% less ownership
Funds ownership: 57.05% → 49.35% (-7.7%)
14% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 57
31% less call options, than puts
Call options by funds: $408K | Put options by funds: $589K
32% less capital invested
Capital invested by funds: $544M → $372M (-$172M)
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$53.9M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$4.29M |
| 3 |
Goldman Sachs
New York
|
+$3.49M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$2.61M |
| 5 |
Morgan Stanley
New York
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$121M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$36.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$35.9M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$16.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.9M |
IYM Hedge Fund Activity: Q4 2021 in Review
178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2021, worth a combined $372M — down 32% from $544M a quarter earlier.
Fund positioning in IYM was balanced in Q4 2021: 29 funds opened new positions, 29 closed out, 49 added to existing stakes and 57 trimmed.
The largest buyer was Citigroup, adding an estimated $53.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $121M.
- 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2021, down from 182 in Q3 2021.
- Funds reported $372M of iShares US Basic Materials ETF stock for Q4 2021, down 32% quarter-over-quarter.
- 29 funds opened new iShares US Basic Materials ETF positions in Q4 2021 and 29 closed out, a net change of 0 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2021 was Citigroup, an estimated $53.9M added.
- The largest iShares US Basic Materials ETF seller in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $121M sold.
Based on aggregated 13F filings for Q4 2021.