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iShares US Basic Materials ETF
IYM

110 hedge funds and large institutions have $84.3M invested in iShares US Basic Materials ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $378K

7.96% less ownership

Funds ownership: 46.23% → 38.26% (-8%)

17% less funds holding

Funds holding: 132 → 110 (-22)

49% less capital invested

Capital invested by funds: $165M → $84.3M (-$81.1M)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

60% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 40

Holders
110
Holders Change
-22
Holders Change %
-16.67%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
40
Closed
30
Calls
$1.67M
Puts
$378K
Net Calls
+$1.29M
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.2M
3
TRCT
Tower Research Capital (TRC)
New York
+$963K
4
RJA
Raymond James & Associates
Florida
+$492K
5
Simplex Trading
Simplex Trading
Illinois
+$368K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$7.79M
2
QA
Quantitative Advantage
Minnesota
-$4.52M
3
UBS Group
UBS Group
Switzerland
-$4.12M
4
CS
Credit Suisse
Switzerland
-$4.01M
5
FEM
Fulcrum Equity Management
Texas
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
51
Capital Advisory Group Advisory Services
Minnesota
$129K -$180K -2,095 -53%
AWA
52
Arkadios Wealth Advisors
Georgia
$122K +$689 +8 +0.5%
AF
53
Affiance Financial
Minnesota
$84K – – –
AA
54
AlphaMark Advisors
Kentucky
$79K – – –
SF
55
Synovus Financial
Georgia
$79K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
IBOK
57
Independence Bank of Kentucky
Kentucky
$65K +$15.1K +175 +23%
HNB
58
Huntington National Bank
Ohio
$64K – – –
US Bancorp
59
US Bancorp
Minnesota
$61K – – –
SFPG
60
Stonebridge Financial Planning Group
Florida
$58K -$43K -499 -40%
IA
61
IFP Advisors
Florida
$55K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$54K -$44.7K -519 -39%
LFG
63
LifePlan Financial Group
Ohio
$47K -$861 -10 -1%
CS
64
Capital Square
Tennessee
$43K +$53.2K +618 New
HIIFS
65
Harel Insurance Investments & Financial Services
Israel
$41K -$34.4K -400 -40%
FWM
66
Focused Wealth Management
New York
$39K – – –
S
67
SignatureFD
Georgia
$37K – – –
WTC
68
WhitTier Trust Company
Nevada
$35K -$47.4K -550 -52%
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$35K – – –
AIC
70
Ameritas Investment Company
Nebraska
$33K +$42.7K +496 New
Citigroup
71
Citigroup
New York
$30K +$4.39K +51 +14%
LWM
72
Liberty Wealth Management
California
$24K – – –
PCG
73
Private Capital Group
Connecticut
$24K – – –
VFA
74
Valeo Financial Advisors
Indiana
$24K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$23K -$5.94K -69 -17%
1 2
3
4 5

IYM Hedge Fund Activity: Q1 2020 in Review

110 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2020, worth a combined $84.3M — down 49% from $165M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IYM and 13 opened new positions — a net loss of 17 holders — while 40 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $4.11M. The largest seller was United Capital Financial Advisors, cutting an estimated $7.79M.

  • 110 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2020, down from 132 in Q4 2019.
  • Funds reported $84.3M of iShares US Basic Materials ETF stock for Q1 2020, down 49% quarter-over-quarter.
  • 13 funds opened new iShares US Basic Materials ETF positions in Q1 2020 and 30 closed out, a net change of -17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2020 was Wells Fargo, an estimated $4.11M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2020 was United Capital Financial Advisors, an estimated $7.79M sold.

Based on aggregated 13F filings for Q1 2020.