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iShares US Basic Materials ETF
IYM

Overview Fund Activity

209 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
63
Reduced
51
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$19.5M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$6.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.53M
4
CAN
4
Cetera Advisor Networks
California
$5.28M
5
MAP
5
Milestone Advisory Partners
North Carolina
$3.72M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.4M
2
PFS
2
Prospera Financial Services
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$8.61M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$40.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EE
26
EWG Elevate
California
$3.09M 23,279 +23,104 +13,202%
BFG
27
Barber Financial Group
Kansas
$2.93M 22,130 +22,130 New
GW
28
GW & Wade
Massachusetts
$2.47M 18,621 -635 -3%
AWM
29
AE Wealth Management
Kansas
$2.27M 17,118 +5,332 +45%
Allianz Asset Management
30
Allianz Asset Management
Germany
$2.03M 15,300 +15,300 New
SPIA
31
Steward Partners Investment Advisory
New York
$1.92M 14,469 +549 +4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.91M 14,391 +14,391 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.85M 13,963 +5,588 +67%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.79M 13,536 -2,857 -17%
PFA
35
Pathway Financial Advisors
Vermont
$1.7M 12,825 – –
CCFM
36
Clear Creek Financial Management
Washington
$1.59M 12,034 +8,193 +213%
NA
37
NewEdge Advisors
Louisiana
$1.5M 11,299 +10,794 +2,137%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.43M 10,816 +115 +1%
KWM
39
Kingsview Wealth Management
Oregon
$1.4M 10,562 +10,562 New
MOS
40
MGO One Seven
Ohio
$1.38M 10,380 +10,380 New
T
41
TCWP
Ohio
$1.35M 10,210 +3,448 +51%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.3M 9,839 +1,021 +12%
FHC
43
First Heartland Consultants
Missouri
$1.27M 9,613 +9,613 New
EL
44
Essex LLC
Illinois
$1.23M 9,875 – –
SW
45
SVB Wealth
Massachusetts
$1.19M 8,981 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.19M 8,957 -15,301 -63%
T
47
TRUADVICE
Florida
$1.13M 8,649 +8,649 New
KM
48
Kalos Management
Georgia
$1.13M 8,508 +1,904 +29%
SFPG
49
Stonebridge Financial Planning Group
Florida
$1.06M 7,962 +240 +3%
BCV
50
Banque Cantonale Vaudoise
Switzerland
$1.05M 7,900 – –
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