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iShares US Basic Materials ETF
IYM

203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $318M → $368M (+$49.9M)

6.75% more ownership

Funds ownership: 46.98% → 53.73% (+6.7%)

6% more funds holding

Funds holding: 192 → 203 (+11)

42% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 67

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
39
Reduced
67
Closed
18
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$41.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.36M
3
CW
Connectus Wealth
Ohio
+$2.45M
4
Bank of America
Bank of America
North Carolina
+$1.79M
5
WA
Wealthstar Advisors
Texas
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.06M
2
MML Investors Services
MML Investors Services
Massachusetts
-$5.92M
3
Goldman Sachs
Goldman Sachs
New York
-$5.84M
4
FHC
First Heartland Consultants
Missouri
-$4.3M
5
RJA
Raymond James & Associates
Florida
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CV
26
Counterweight Ventures
North Carolina
$1.76M +$1.64M +12,770 New
KF
27
KKM Financial
Illinois
$1.64M +$1.53M +11,898 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.58M +$55.2K +430 +4%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.54M -$173K -1,351 -11%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.54M +$544K +4,240 +63%
Corient Private Wealth
31
Corient Private Wealth
Florida
$1.53M -$642 -5 -0%
NA
32
NewEdge Advisors
Louisiana
$1.5M -$7.57K -59 -0.5%
WA
33
Wealthstar Advisors
Texas
$1.49M +$1.39M +10,806 New
CAN
34
Cetera Advisor Networks
California
$1.3M -$499K -3,890 -29%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.29M -$49.2K -383 -4%
KWA
36
Kellett Wealth Advisors
Ohio
$1.2M +$1.11M +8,653 New
NWA
37
Navis Wealth Advisors
New York
$1.08M +$11.2K +87 +1%
RJA
38
Raymond James & Associates
Florida
$1.05M -$2.8M -21,810 -74%
HAM
39
Harmony Asset Management
Arizona
$1.03M +$961K +7,486 New
NF
40
Nikulski Financial
Iowa
$1.03M -$14.6K -114 -2%
CA
41
Cetera Advisors
Colorado
$992K -$20K -156 -2%
NL
42
NVWM LLC
Pennsylvania
$958K +$762K +5,934 +593%
SPIA
43
Steward Partners Investment Advisory
New York
$945K -$838K -6,531 -49%
PCP
44
Proficio Capital Partners
Massachusetts
$923K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$869K -$9.88K -77 -1%
RGC
46
Roberts, Glore & Co
Illinois
$864K – – –
SFPG
47
Stonebridge Financial Planning Group
Florida
$772K -$4.49K -35 -0.6%
MFIM
48
Mesirow Financial Investment Management
Illinois
$766K +$712K +5,543 New
KAS
49
Kestra Advisory Services
Texas
$747K +$28.8K +224 +4%
SB
50
Simmons Bank
Arkansas
$743K – – –
1
2
3 4 5

IYM Hedge Fund Activity: Q4 2023 in Review

203 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2023, worth a combined $368M — up 16% from $318M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 39 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.7M. The largest seller was Susquehanna International Group, cutting an estimated $6.06M.

  • 203 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2023, up from 192 in Q3 2023.
  • Funds reported $368M of iShares US Basic Materials ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q4 2023 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $41.7M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2023 was Susquehanna International Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2023.