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iShares US Basic Materials ETF

112 hedge funds and large institutions have $119M invested in iShares US Basic Materials ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $84.3M → $119M (+$34.9M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4.82% more ownership

Funds ownership: 38.26%43.08% (+4.8%)

2% more funds holding

Funds holding: 110112 (+2)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
33
Closed
15
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
51
Busey Bank
Illinois
$233K +$216K +2,608 New
MCM
52
Murphy Capital Management
New Jersey
$233K +$217K +2,620 New
Daiwa Securities Group
53
Daiwa Securities Group
Japan
$229K
AAS
54
Avantax Advisory Services
Texas
$218K +$201K +2,435 New
PAG
55
Private Advisor Group
New Jersey
$199K +$185K +2,233 New
GWM
56
Geneos Wealth Management
Colorado
$196K +$6.95K +84 +4%
CWM
57
Cranbrook Wealth Management
Michigan
$184K -$173K -2,086 -50%
BWA
58
BDO Wealth Advisors
Florida
$178K -$12.4K -150 -7%
CIA
59
CSat Investment Advisory
Michigan
$116K -$108K -1,305 -50%
SFSG
60
Stearns Financial Services Group
North Carolina
$111K +$103K +1,241 New
AF
61
Affiance Financial
Minnesota
$109K
SF
62
Synovus Financial
Georgia
$103K
AA
63
AlphaMark Advisors
Kentucky
$93K -$8.28K -100 -9%
IBOK
64
Independence Bank of Kentucky
Kentucky
$84K -$166 -2 -0.2%
HNB
65
Huntington National Bank
Ohio
$78K
US Bancorp
66
US Bancorp
Minnesota
$78K
S
67
SignatureFD
Georgia
$72K +$22.8K +275 +51%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$70K
SFPG
69
Stonebridge Financial Planning Group
Florida
$69K
FMB
70
Field & Main Bank
Kentucky
$67K +$62.1K +750 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$66K -$6.21K -75 -9%
IA
72
IFP Advisors
Florida
$63K -$9.68K -117 -14%
1W
73
1776 Wealth
Georgia
$59K -$146K -1,770 -72%
LFG
74
LifePlan Financial Group
Ohio
$59K -$1.16K -14 -2%
HIIFS
75
Harel Insurance Investments & Financial Services
Israel
$53K

IYM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2020, worth a combined $119M — up 41% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYM positions and 15 closed out — a net gain of 3 holders — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $6.87M. The largest seller was Cresset Asset Management, cutting an estimated $5.53M.

  • 112 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2020, up from 110 in Q1 2020.
  • Funds reported $119M of iShares US Basic Materials ETF stock for Q2 2020, up 41% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q2 2020 and 15 closed out, a net change of +3 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2020 was Piershale Financial Group, an estimated $6.87M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2020 was Cresset Asset Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2020.