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iShares US Basic Materials ETF

195 hedge funds and large institutions have $459M invested in iShares US Basic Materials ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $498K | Put options by funds: $151K

8.52% less ownership

Funds ownership: 65.54%57.02% (-8.5%)

10% less funds holding

Funds holding: 217195 (-22)

27% less capital invested

Capital invested by funds: $633M → $459M (-$173M)

29% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 68

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 37

Holders
195
Holders Change
-22
Holders Change %
-10.14%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
48
Reduced
68
Closed
37
Calls
$498K
Puts
$151K
Net Calls
+$347K
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
26
Kesler Norman & Wride
Utah
$3.12M +$945K +7,887 +38%
EH
27
Equitable Holdings
New York
$2.87M +$1.76M +14,715 +125%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.74M -$7.07M -58,957 -70%
WDL
29
Well Done LLC
Michigan
$2.72M +$461K +3,849 +18%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.42M -$2.47M -20,624 -48%
CCA
31
Cadent Capital Advisors
Oklahoma
$2.25M -$72.3K -603 -3%
GW
32
GW & Wade
Massachusetts
$2.22M -$514K -4,285 -17%
TC
33
TAP Consulting
Missouri
$2.11M -$2.79M -23,274 -54%
CI
34
CX Institutional
Indiana
$1.94M +$1.89M +15,745 +709%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$1.92M +$6.35K +53 +0.3%
SPIA
36
Steward Partners Investment Advisory
New York
$1.87M +$253K +2,114 +14%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.83M -$1.21M -10,062 -37%
Citadel Advisors
38
Citadel Advisors
Florida
$1.74M +$378K +3,156 +24%
MWM
39
MinichMacGregor Wealth Management
New York
$1.71M -$9.09M -75,870 -83%
BFG
40
Barber Financial Group
Kansas
$1.5M +$409K +3,410 +33%
FCFC
41
First Citizens Financial Corp
Iowa
$1.46M -$34.2K -285 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.45M +$221K +1,846 +16%
CCG
43
Capital CS Group
California
$1.45M +$1.6M +13,366 New
PFA
44
Pathway Financial Advisors
Vermont
$1.39M +$31.8K +265 +2%
KAS
45
Kestra Advisory Services
Texas
$1.25M +$5.27K +44 +0.4%
AI
46
Atria Investments
North Carolina
$1.19M +$286K +2,388 +28%
DY
47
Dowling & Yahnke
California
$1.16M -$3.96K -33 -0.3%
EL
48
Essex LLC
Illinois
$1.08M -$12.6K -105 -1%
Citigroup
49
Citigroup
New York
$1.06M +$287K +2,397 +33%
SW
50
SVB Wealth
Massachusetts
$971K +$1.08M +8,981 New

IYM Hedge Fund Activity: Q3 2022 in Review

195 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2022, worth a combined $459M — down 27% from $633M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of IYM and 18 opened new positions — a net loss of 19 holders — while 68 trimmed existing stakes and 48 added.

The largest buyer was MML Investors Services, adding an estimated $11.8M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.4M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2022, down from 217 in Q2 2022.
  • Funds reported $459M of iShares US Basic Materials ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q3 2022 and 37 closed out, a net change of -19 holders.
  • The largest iShares US Basic Materials ETF buyer in Q3 2022 was MML Investors Services, an estimated $11.8M added.
  • The largest iShares US Basic Materials ETF seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $33.4M sold.

Based on aggregated 13F filings for Q3 2022.