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iShares US Basic Materials ETF

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 62.12%61.13% (-0.99%)

5% less funds holding

Funds holding: 187178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.78M -$341K -2,361 -15%
PFA
27
Pathway Financial Advisors
Vermont
$1.59M
FCFC
28
First Citizens Financial Corp
Iowa
$1.5M -$258K -1,785 -13%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.47M -$33.4K -231 -2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$1.34M -$112K -776 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.16M -$910K -6,298 -41%
FTUS
32
Flow Traders U.S.
New York
$1.14M +$897K +6,211 +242%
P
33
&Partners
Tennessee
$1.13M +$658K +4,554 +107%
NWA
34
Navis Wealth Advisors
New York
$1.03M +$5.06K +35 +0.4%
SPIA
35
Steward Partners Investment Advisory
New York
$898K +$60.7K +420 +6%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$885K -$99.1K -686 -9%
RGC
37
Roberts, Glore & Co
Illinois
$812K
M
38
MATAURO
New York
$809K +$900K +6,228 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$696K +$699K +4,835 +926%
SB
40
Simmons Bank
Arkansas
$679K
SFPG
41
Stonebridge Financial Planning Group
Florida
$679K -$96.1K -665 -11%
MFIM
42
Mesirow Financial Investment Management
Illinois
$654K +$144 +1 +0%
Daiwa Securities Group
43
Daiwa Securities Group
Japan
$650K +$86.7K +600 +14%
JP Morgan Chase
44
JP Morgan Chase
New York
$634K +$277K +1,918 +65%
Franklin Resources
45
Franklin Resources
California
$620K
GIA
46
Gladstone Institutional Advisory
Florida
$593K +$659K +4,563 New
KAS
47
Kestra Advisory Services
Texas
$569K -$73.3K -507 -10%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$568K -$5.06K -35 -0.8%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$565K -$25.1K -174 -4%
FWCM
50
Ferguson Wellman Capital Management
Oregon
$551K

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.