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iShares US Basic Materials ETF
IYM

Overview Fund Activity

191 hedge funds and large institutions have $317M invested in iShares US Basic Materials ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 29 closing their positions.

Holders
191
Holders Change
-11
Holders Change %
-5.45%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
33
Reduced
62
Closed
29
Calls
$771K
Puts
$291K
Net Calls
+$480K
Net Calls Change
-$1.17M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
2
FHC
2
First Heartland Consultants
Missouri
$4.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.48M
4
BCM
4
Brookstone Capital Management
Illinois
$2.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.72M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$606K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$357K
4
ASN
4
Advisory Services Network
Georgia
$1.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
FCFC
26
First Citizens Financial Corp
Iowa
$1.77M 14,018 +88 +0.6%
SPIA
27
Steward Partners Investment Advisory
New York
$1.69M 13,370 -1,195 -8%
CAN
28
Cetera Advisor Networks
California
$1.68M 13,329 -27,157 -67%
PFA
29
Pathway Financial Advisors
Vermont
$1.64M 13,010 – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.58M 12,501 -8,813 -41%
T
31
TCWP
Ohio
$1.56M 12,339 +259 +2%
Corient Private Wealth
32
Corient Private Wealth
Florida
$1.4M 11,081 -300 -3%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.39M 10,973 +202 +2%
NA
34
NewEdge Advisors
Louisiana
$1.38M 10,913 -441 -4%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.23M 9,710 -283 -3%
MCC
36
Money Concepts Capital
Florida
$1.1M 8,722 -502 -5%
ASN
37
Advisory Services Network
Georgia
$1.07M 8,496 -56,648 -87%
BCV
38
Banque Cantonale Vaudoise
Switzerland
$996K 7,900 – –
NWA
39
Navis Wealth Advisors
New York
$980K 7,758 – –
NF
40
Nikulski Financial
Iowa
$959K 7,591 +1,427 +23%
CA
41
Cetera Advisors
Colorado
$926K 7,334 -308 -4%
TRCT
42
Tower Research Capital (TRC)
New York
$918K 7,267 +6,942 +2,136%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$898K 6,781 +1,473 +28%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$848K 6,712 -2,371 -26%
PCP
45
Proficio Capital Partners
Massachusetts
$844K 6,680 – –
EL
46
Essex LLC
Illinois
$815K 6,450 -2,655 -29%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$804K 6,364 +100 +2%
RGC
48
Roberts, Glore & Co
Illinois
$790K 6,253 – –
SFPG
49
Stonebridge Financial Planning Group
Florida
$710K 5,621 -50 -0.9%
SB
50
Simmons Bank
Arkansas
$679K 5,379 -4 -0.1%
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