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iShares US Basic Materials ETF
IYM

Overview Fund Activity

198 hedge funds and large institutions have $307M invested in iShares US Basic Materials ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
62
Closed
22
Calls
$517K
Puts
$192K
Net Calls
+$325K
Net Calls Change
-$422K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.57M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.62M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.7M
2
Bank of America
2
Bank of America
North Carolina
$19.5M
3
Wells Fargo
3
Wells Fargo
California
$18.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
26
Kellett Wealth Advisors
Ohio
$1.62M 10,972 +2,319 +27%
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.62M 10,960 -116 -1%
WA
28
Wealthstar Advisors
Texas
$1.6M 10,855 +49 +0.5%
CAN
29
Cetera Advisor Networks
California
$1.38M 9,344 -95 -1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.33M 9,014 -2,136 -19%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.27M 8,621 -706 -8%
CA
32
Cetera Advisors
Colorado
$1.23M 8,323 +1,145 +16%
NWA
33
Navis Wealth Advisors
New York
$1.16M 7,869 +24 +0.3%
KF
34
KKM Financial
Illinois
$1.15M 7,797 -4,101 -34%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.14M 7,697 -3,324 -30%
RJA
36
Raymond James & Associates
Florida
$1.05M 7,102 -488 -6%
SPIA
37
Steward Partners Investment Advisory
New York
$969K 6,561 -278 -4%
RGC
38
Roberts, Glore & Co
Illinois
$924K 6,253 – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$922K 6,238 -49 -0.8%
PFS
40
Prospera Financial Services
Texas
$907K 6,137 +2,994 +95%
KAS
41
Kestra Advisory Services
Texas
$833K 5,642 +233 +4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$832K 5,630 +3,945 +234%
SFPG
43
Stonebridge Financial Planning Group
Florida
$823K 5,571 -15 -0.3%
MFIM
44
Mesirow Financial Investment Management
Illinois
$809K 5,475 -68 -1%
SB
45
Simmons Bank
Arkansas
$780K 5,279 -100 -2%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$726K 4,914 +338 +7%
DL
47
DOHJ LLC
Washington
$726K 4,911 +4,911 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$716K 4,845 -319 -6%
BCA
49
Bray Capital Advisors
Florida
$714K 4,835 – –
Franklin Resources
50
Franklin Resources
California
$705K 4,770 – –
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