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iShares US Basic Materials ETF
IYM

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 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $745K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

6% more capital invested

Capital invested by funds: $408M → $434M (+$25.8M)

1.4% less ownership

Funds ownership: 49.7% → 48.3% (-1.4%)

4% less funds holding

Funds holding: 210 → 202 (-8)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
202
Holders Change
-8
Holders Change %
-3.81%
% of All Funds
3.17%
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
24
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

Rank Fund Capital Flow
1
PRS
Pinkerton Retirement Specialists
Idaho
+$8.22M
2
CCFM
Clear Creek Financial Management
Washington
+$7.67M
3
MWM
MinichMacGregor Wealth Management
New York
+$6.16M
4
RIG
Ramiah Investment Group
Wisconsin
+$5.43M
5
Bank of America
Bank of America
North Carolina
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.19M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.08M
3
PAG
Private Advisor Group
New Jersey
-$2.62M
4
SFI
SPC Financial Inc
Maryland
-$2.53M
5
Morgan Stanley
Morgan Stanley
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$4.06M +$150K +1,165 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.23M -$621K -4,822 -17%
GIA
28
Gladstone Institutional Advisory
Florida
$3.23M +$3.13M +24,284 New
EE
29
EWG Elevate
California
$3M -$94.4K -733 -3%
MAP
30
Milestone Advisory Partners
North Carolina
$2.87M -$835K -6,483 -23%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.84M -$640K -4,969 -19%
GW
32
GW & Wade
Massachusetts
$2.68M +$197K +1,528 +8%
AWM
33
AE Wealth Management
Kansas
$2.57M +$286K +2,221 +13%
CF
34
Centaurus Financial
California
$2.29M +$1.68M +13,072 +316%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.27M +$347K +2,693 +19%
GSWM
36
Greenup Street Wealth Management
Michigan
$1.94M +$1.88M +14,579 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.94M +$12.4K +96 +0.7%
FCFC
38
First Citizens Financial Corp
Iowa
$1.85M +$1.79M +13,930 New
Citadel Advisors
39
Citadel Advisors
Florida
$1.82M +$1.7M +13,190 +2,508%
PFA
40
Pathway Financial Advisors
Vermont
$1.73M +$23.8K +185 +1%
T
41
TCWP
Ohio
$1.61M +$241K +1,870 +18%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.51M +$72.8K +565 +5%
NA
43
NewEdge Advisors
Louisiana
$1.51M +$7.09K +55 +0.5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.43M +$120K +932 +9%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.33M -$511K -3,970 -28%
MCC
46
Money Concepts Capital
Florida
$1.23M +$1.19M +9,224 New
MA
47
Mutual Advisors
Nebraska
$1.22M +$937K +7,277 +380%
TA
48
Tactive Advisors
Florida
$1.22M +$1.18M +9,185 New
EL
49
Essex LLC
Illinois
$1.21M -$99.2K -770 -8%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.21M +$397K +3,079 +51%
1
2
3 4 5

IYM Hedge Fund Activity: Q2 2023 in Review

202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2023, worth a combined $434M — up 6.3% from $408M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYM and 18 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Pinkerton Retirement Specialists, adding an estimated $8.22M. The largest seller was Goldman Sachs, cutting an estimated $3.19M.

  • 202 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2023, down from 210 in Q1 2023.
  • Funds reported $434M of iShares US Basic Materials ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q2 2023 and 24 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2023 was Pinkerton Retirement Specialists, an estimated $8.22M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2023 was Goldman Sachs, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2023.