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iShares US Basic Materials ETF

195 hedge funds and large institutions have $606M invested in iShares US Basic Materials ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $987K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

63% more capital invested

Capital invested by funds: $372M → $606M (+$234M)

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11.44% more ownership

Funds ownership: 49.35%60.78% (+11%)

10% more funds holding

Funds holding: 178195 (+17)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
50
Closed
18
Calls
$1.93M
Puts
$987K
Net Calls
+$947K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
51
Navis Wealth Advisors
New York
$1.14M +$14K +101 +1%
CWA
52
Consilium Wealth Advisory
Texas
$1.09M -$66.3K -480 -6%
CA
53
Cetera Advisors
Colorado
$1.08M +$224K +1,625 +29%
BlackRock
54
BlackRock
New York
$1.07M -$194K -1,404 -16%
KM
55
Kalos Management
Georgia
$1.07M +$413K +2,992 +65%
SI
56
Stephens Inc
Arkansas
$1.05M +$642K +4,645 +196%
T
57
TCWP
Ohio
$1.04M +$660K +4,776 +215%
BAAM
58
Baker Avenue Asset Management
California
$1.02M +$72.9K +528 +8%
SB
59
Simmons Bank
Arkansas
$985K -$6.91K -50 -0.8%
SFPG
60
Stonebridge Financial Planning Group
Florida
$956K +$12.3K +89 +1%
PFS
61
Prospera Financial Services
Texas
$951K +$132K +953 +18%
RGC
62
Roberts, Glore & Co
Illinois
$946K -$3.31K -24 -0.4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$887K +$27.6K +200 +3%
PIMG
64
Patriot Investment Management Group
Tennessee
$870K -$4.01K -29 -0.5%
CWM
65
C2C Wealth Management
Arizona
$847K
BCA
66
Bray Capital Advisors
Florida
$845K
MWM
67
Mattern Wealth Management
Kansas
$821K -$59.7K -432 -7%
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$772K +$276 +2 +0%
CCFM
69
Clear Creek Financial Management
Washington
$771K -$117K -844 -14%
BFAG
70
Blackston Financial Advisory Group
Florida
$739K +$819K +5,931 New
HighTower Advisors
71
HighTower Advisors
Illinois
$725K +$34.1K +247 +5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$693K -$42.7K -309 -6%
UCFA
73
United Capital Financial Advisors
Texas
$691K -$42.4K -307 -6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$678K +$311K +2,251 +99%
PMG
75
ProVise Management Group
Florida
$664K +$5.53K +40 +0.9%

IYM Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2022, worth a combined $606M — up 63% from $372M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66M. The largest seller was Citigroup, cutting an estimated $54.2M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $606M of iShares US Basic Materials ETF stock for Q1 2022, up 63% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q1 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $66M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2022 was Citigroup, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2022.