iShares US Basic Materials ETF
95 hedge funds and large institutions have $144M invested in iShares US Basic Materials ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
78% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $1.6M
25% more capital invested
Capital invested by funds: $115M → $144M (+$28.8M)
14% more funds holding
Funds holding: 83 → 95 (+12)
6.17% more ownership
Funds ownership: 34.89% → 41.07% (+6.2%)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.59M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.03M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.49M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.49M |
| 5 |
VF
Virtu Financial
New York
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRM
Boston Research & Management
Manchester,
Massachusetts
|
-$1.08M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$845K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$657K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$555K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$520K |
IYM Hedge Fund Activity: Q4 2015 in Review
95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2015, worth a combined $144M — up 25% from $115M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IYM positions and 10 closed out — a net gain of 12 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $3.59M. The largest seller was Boston Research & Management, cutting an estimated $1.08M.
- 95 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2015, up from 83 in Q3 2015.
- Funds reported $144M of iShares US Basic Materials ETF stock for Q4 2015, up 25% quarter-over-quarter.
- 22 funds opened new iShares US Basic Materials ETF positions in Q4 2015 and 10 closed out, a net change of +12 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2015 was Goldman Sachs, an estimated $3.59M added.
- The largest iShares US Basic Materials ETF seller in Q4 2015 was Boston Research & Management, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2015.