We are live on ! Find out more
IYM icon

iShares US Basic Materials ETF
IYM

172 hedge funds and large institutions have $518M invested in iShares US Basic Materials ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 8

469% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $578K

229% more capital invested

Capital invested by funds: $157M → $518M (+$361M)

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

35% more funds holding

Funds holding: 127 → 172 (+45)

19.07% more ownership

Funds ownership: 38.74% → 57.8% (+19%)

Holders
172
Holders Change
+45
Holders Change %
+35.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
56
Increased
49
Reduced
22
Closed
8
Calls
$3.29M
Puts
$578K
Net Calls
+$2.71M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$38.9M
2
BCM
Brookstone Capital Management
Illinois
+$34.7M
3
FI
FormulaFolio Investments
Michigan
+$32.4M
4
PFG
Piershale Financial Group
Illinois
+$19.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$3.71M
2
PFA
Pinnacle Family Advisors
Missouri
-$1.78M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.38M
4
PMG
ProVise Management Group
Florida
-$445K
5
AW
ACG Wealth
Georgia
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$1.41M +$95.5K +897 +8%
DY
52
Dowling & Yahnke
California
$1.28M -$40.5K -380 -3%
CA
53
Calton & Associates
Florida
$1.27M +$1.2M +11,227 New
FCFC
54
First Citizens Financial Corp
Iowa
$1.25M +$37.8K +355 +3%
FEM
55
Fulcrum Equity Management
Texas
$1.1M -$199K -1,867 -16%
MA
56
Mutual Advisors
Nebraska
$1.03M +$969K +9,101 New
FHC
57
First Heartland Consultants
Missouri
$1.03M +$965K +9,057 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$920K +$864K +8,113 New
NL
59
NWAM LLC
Washington
$915K +$860K +8,072 New
QA
60
Quantitative Advantage
Minnesota
$862K +$809K +7,597 New
NWA
61
Navis Wealth Advisors
New York
$841K +$790K +7,417 New
CS
62
Credit Suisse
Switzerland
$834K -$201K -1,890 -20%
RGC
63
Roberts, Glore & Co
Illinois
$764K – – –
SI
64
Stephens Inc
Arkansas
$734K +$689K +6,468 New
GRP
65
Global Retirement Partners
California
$700K +$657K +6,169 New
SB
66
Simmons Bank
Arkansas
$696K -$4.26K -40 -0.6%
CF
67
Centaurus Financial
California
$693K +$478K +4,488 +277%
Stifel Financial
68
Stifel Financial
Missouri
$682K +$1.06K +10 +0.2%
PIMG
69
Patriot Investment Management Group
Tennessee
$679K -$6.39K -60 -1%
UCFA
70
United Capital Financial Advisors
Texas
$674K -$19.5K -183 -3%
MSAM
71
Moloney Securities Asset Management
Missouri
$662K +$622K +5,841 New
BCA
72
Bray Capital Advisors
Florida
$641K – – –
RWA
73
Redhawk Wealth Advisors
Minnesota
$635K +$597K +5,603 New
CAN
74
Cetera Advisor Networks
California
$629K +$18.2K +171 +3%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$613K -$14.9K -140 -3%
1 2
3
4 5

IYM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2020, worth a combined $518M — up 229% from $157M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYM positions and 8 closed out — a net gain of 48 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.9M. The largest seller was Barings, cutting an estimated $3.71M.

  • 172 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $518M of iShares US Basic Materials ETF stock for Q4 2020, up 229% quarter-over-quarter.
  • 56 funds opened new iShares US Basic Materials ETF positions in Q4 2020 and 8 closed out, a net change of +48 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2020 was Barber Financial Group, an estimated $38.9M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2020 was Barings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2020.