iShares US Basic Materials ETF
127 hedge funds and large institutions have $157M invested in iShares US Basic Materials ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
32% more capital invested
Capital invested by funds: $119M → $157M (+$38.3M)
13% more funds holding
Funds holding: 112 → 127 (+15)
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
4.35% less ownership
Funds ownership: 43.08% → 38.74% (-4.3%)
97% less call options, than puts
Call options by funds: $277K | Put options by funds: $9.88M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
+$11.6M |
| 2 |
Goldman Sachs
New York
|
+$4.91M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.1M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.97M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$7.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.26M |
| 4 |
Morgan Stanley
New York
|
-$1.86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.17M |
IYM Hedge Fund Activity: Q3 2020 in Review
127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2020, worth a combined $157M — up 32% from $119M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYM positions and 12 closed out — a net gain of 16 holders — while 29 added to existing stakes and 30 trimmed.
The largest buyer was Barings, opening a new position worth an estimated $11.6M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $7.4M sold.
- 127 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2020, up from 112 in Q2 2020.
- Funds reported $157M of iShares US Basic Materials ETF stock for Q3 2020, up 32% quarter-over-quarter.
- 28 funds opened new iShares US Basic Materials ETF positions in Q3 2020 and 12 closed out, a net change of +16 holders.
- The largest iShares US Basic Materials ETF buyer in Q3 2020 was Barings, an estimated $11.6M added.
- The largest iShares US Basic Materials ETF seller in Q3 2020 was Piershale Financial Group, an estimated $7.4M sold.
Based on aggregated 13F filings for Q3 2020.