iShares US Basic Materials ETF
103 hedge funds and large institutions have $193M invested in iShares US Basic Materials ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 16 closing their positions.
5.44% more ownership
Funds ownership: 33.84% → 39.28% (+5.4%)
5% less funds holding
Funds holding: 108 → 103 (-5)
16% less capital invested
Capital invested by funds: $230M → $193M (-$36.9M)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
42% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.33M |
| 2 |
SG Americas Securities
New York
|
+$4.64M |
| 3 |
Goldman Sachs
New York
|
+$3.95M |
| 4 |
VF
Virtu Financial
New York
|
+$1.92M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.38M |
| 4 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
-$3.37M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.09M |
IYM Hedge Fund Activity: Q1 2015 in Review
103 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2015, worth a combined $193M — down 16% from $230M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IYM and 13 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 26 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $6.33M. The largest seller was Clal Insurance, cutting an estimated $17M.
- 103 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2015, down from 108 in Q4 2014.
- Funds reported $193M of iShares US Basic Materials ETF stock for Q1 2015, down 16% quarter-over-quarter.
- 13 funds opened new iShares US Basic Materials ETF positions in Q1 2015 and 16 closed out, a net change of -3 holders.
- The largest iShares US Basic Materials ETF buyer in Q1 2015 was United Capital Financial Advisors, an estimated $6.33M added.
- The largest iShares US Basic Materials ETF seller in Q1 2015 was Clal Insurance, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2015.