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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$4.06M 30,497 +1,165 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.23M 24,307 -4,822 -17%
GIA
28
Gladstone Institutional Advisory
Florida
$3.23M 24,284 +24,284 New
EE
29
EWG Elevate
California
$3M 22,546 -733 -3%
MAP
30
Milestone Advisory Partners
North Carolina
$2.87M 21,556 -6,483 -23%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.84M 21,314 -4,969 -19%
GW
32
GW & Wade
Massachusetts
$2.68M 20,149 +1,528 +8%
AWM
33
AE Wealth Management
Kansas
$2.57M 19,339 +2,221 +13%
CF
34
Centaurus Financial
California
$2.29M 17,215 +13,072 +316%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.27M 17,084 +2,693 +19%
GSWM
36
Greenup Street Wealth Management
Michigan
$1.94M 14,579 +14,579 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.94M 14,565 +96 +0.7%
FCFC
38
First Citizens Financial Corp
Iowa
$1.85M 13,930 +13,930 New
Citadel Advisors
39
Citadel Advisors
Florida
$1.82M 13,716 +13,190 +2,508%
PFA
40
Pathway Financial Advisors
Vermont
$1.73M 13,010 +185 +1%
T
41
TCWP
Ohio
$1.61M 12,080 +1,870 +18%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.51M 11,381 +565 +5%
NA
43
NewEdge Advisors
Louisiana
$1.51M 11,354 +55 +0.5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.43M 10,771 +932 +9%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.33M 9,993 -3,970 -28%
MCC
46
Money Concepts Capital
Florida
$1.23M 9,224 +9,224 New
MA
47
Mutual Advisors
Nebraska
$1.22M 9,193 +7,277 +380%
TA
48
Tactive Advisors
Florida
$1.22M 9,185 +9,185 New
EL
49
Essex LLC
Illinois
$1.21M 9,105 -770 -8%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.21M 9,083 +3,079 +51%
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