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iShares US Basic Materials ETF

132 hedge funds and large institutions have $393M invested in iShares US Basic Materials ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $349M → $393M (+$44.6M)

7% more funds holding

Funds holding: 123132 (+9)

4.58% more ownership

Funds ownership: 47.57%52.15% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

18% less call options, than puts

Call options by funds: $607K | Put options by funds: $739K

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
41
Reduced
44
Closed
12
Calls
$607K
Puts
$739K
Net Calls
-$132K
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
51
Independent Advisor Alliance
North Carolina
$799K +$787K +8,985 New
MAS
52
Madden Advisory Services
Florida
$687K
CI
53
Chartist Inc
California
$685K -$11.7K -133 -2%
SIM
54
SSI Investment Management
California
$671K +$50.1K +572 +8%
HNB
55
Huntington National Bank
Ohio
$653K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$649K -$612K -6,980 -49%
PSUF
57
People's United Financial
Connecticut
$647K
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$646K +$1.14K +13 +0.2%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$579K -$2.24M -25,600 -80%
SB
60
Simmons Bank
Arkansas
$574K +$564K +6,438 New
MCM
61
Murphy Capital Management
New Jersey
$566K -$101K -1,150 -15%
ZIC
62
ZWJ Investment Counsel
Georgia
$566K +$556K +6,350 New
RGC
63
Roberts, Glore & Co
Illinois
$545K -$26.3K -300 -5%
CAN
64
Cetera Advisor Networks
California
$469K -$15.2K -174 -3%
BC
65
Bartlett & Co
Ohio
$469K +$21.5K +245 +5%
SS
66
Simplicity Solutions
Minnesota
$456K -$13.3K -152 -3%
CAM
67
Concorde Asset Management
Michigan
$456K +$449K +5,120 New
VFA
68
Voya Financial Advisors
Connecticut
$452K -$944K -10,777 -68%
BCA
69
Bray Capital Advisors
Florida
$428K
JIC
70
Joel Isaacson & Co
New York
$419K
WTC
71
WhitTier Trust Company
Nevada
$415K
NFG
72
Next Financial Group
Texas
$392K -$228K -2,607 -37%
BFG
73
Barber Financial Group
Kansas
$384K -$40.7K -464 -10%
FFEC
74
First Financial Equity Corporation
Arizona
$366K +$361K +4,117 New
CFS
75
Commonwealth Financial Services
West Virginia
$343K +$133K +1,522 +65%

IYM Hedge Fund Activity: Q1 2017 in Review

132 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2017, worth a combined $393M — up 13% from $349M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYM positions and 12 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was Wells Fargo, cutting an estimated $6.2M.

  • 132 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2017, up from 123 in Q4 2016.
  • Funds reported $393M of iShares US Basic Materials ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 24 funds opened new iShares US Basic Materials ETF positions in Q1 2017 and 12 closed out, a net change of +12 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2017 was Bank of America, an estimated $12.8M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2017 was Wells Fargo, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2017.