iShares US Basic Materials ETF
140 hedge funds and large institutions have $335M invested in iShares US Basic Materials ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
5% more funds holding
Funds holding: 133 → 140 (+7)
3% more capital invested
Capital invested by funds: $324M → $335M (+$10.9M)
0.8% more ownership
Funds ownership: 50.34% → 51.15% (+0.8%)
33% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$66.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.31M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$2.36M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.39M |
| 5 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.6M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$8.71M |
| 3 |
Goldman Sachs
New York
|
-$5.39M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.49M |
| 5 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$4.24M |
IYM Hedge Fund Activity: Q3 2018 in Review
140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2018, worth a combined $335M — up 3.4% from $324M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IYM positions and 11 closed out — a net gain of 7 holders — while 32 added to existing stakes and 48 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66.4M. The largest seller was Morgan Stanley, cutting an estimated $25.6M.
- 140 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2018, up from 133 in Q2 2018.
- Funds reported $335M of iShares US Basic Materials ETF stock for Q3 2018, up 3.4% quarter-over-quarter.
- 18 funds opened new iShares US Basic Materials ETF positions in Q3 2018 and 11 closed out, a net change of +7 holders.
- The largest iShares US Basic Materials ETF buyer in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $66.4M added.
- The largest iShares US Basic Materials ETF seller in Q3 2018 was Morgan Stanley, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2018.