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iShares US Basic Materials ETF

195 hedge funds and large institutions have $606M invested in iShares US Basic Materials ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $987K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

63% more capital invested

Capital invested by funds: $372M → $606M (+$234M)

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11.44% more ownership

Funds ownership: 49.35%60.78% (+11%)

10% more funds holding

Funds holding: 178195 (+17)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
50
Closed
18
Calls
$1.93M
Puts
$987K
Net Calls
+$947K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.24M +$3.91M +28,323 New
PAG
27
Private Advisor Group
New Jersey
$4.14M -$104K -756 -3%
SCA
28
Snowden Capital Advisors
New York
$3.78M -$103K -745 -3%
Citadel Advisors
29
Citadel Advisors
Florida
$3.75M -$408K -2,954 -11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.37M -$681K -4,929 -18%
PFA
31
Pinnacle Family Advisors
Missouri
$3.19M +$2.95M +21,345 New
SPIA
32
Steward Partners Investment Advisory
New York
$3.17M -$2.23M -16,141 -43%
AWM
33
AE Wealth Management
Kansas
$3.12M +$2.06M +14,924 +252%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.08M -$288K -2,088 -13%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.05M -$1.79M -12,938 -49%
FCFC
36
First Citizens Financial Corp
Iowa
$2.03M +$178K +1,287 +10%
GW
37
GW & Wade
Massachusetts
$1.96M +$314K +2,272 +21%
CF
38
Copperwynd Financial
Arizona
$1.91M +$1.77M +12,778 New
PFA
39
Pathway Financial Advisors
Vermont
$1.88M
EH
40
Equitable Holdings
New York
$1.67M -$84.5K -612 -5%
LWM
41
Lionsbridge Wealth Management
Florida
$1.61M -$60K -434 -4%
DY
42
Dowling & Yahnke
California
$1.59M +$31.6K +229 +2%
EL
43
Essex LLC
Illinois
$1.52M -$55.9K -405 -4%
KAS
44
Kestra Advisory Services
Texas
$1.39M +$11.7K +85 +0.9%
SIS
45
SVB Investment Services
Utah
$1.34M +$1.24M +8,981 New
AI
46
Atria Investments
North Carolina
$1.3M +$1.2M +8,683 New
Citigroup
47
Citigroup
New York
$1.23M -$54.2M -392,073 -98%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$1.2M +$1.1M +7,937 +793,700%
CS
49
Comerica Securities
Michigan
$1.17M +$122K +886 +13%
MAP
50
Milestone Advisory Partners
North Carolina
$1.16M +$1.07M +7,751 New

IYM Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2022, worth a combined $606M — up 63% from $372M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66M. The largest seller was Citigroup, cutting an estimated $54.2M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $606M of iShares US Basic Materials ETF stock for Q1 2022, up 63% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q1 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $66M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2022 was Citigroup, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2022.