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iShares US Basic Materials ETF
IYM

210 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.71M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more capital invested

Capital invested by funds: $386M → $408M (+$22.6M)

0% less funds holding

Funds holding: 211 → 210 (-1)

4.09% less ownership

Funds ownership: 53.79% → 49.7% (-4.1%)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
63
Reduced
52
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$6.53M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$6.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.94M
4
CAN
Cetera Advisor Networks
California
+$4.25M
5
MAP
Milestone Advisory Partners
North Carolina
+$3.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.66M
2
PFS
Prospera Financial Services
Texas
-$6.93M
3
Goldman Sachs
Goldman Sachs
New York
-$6.4M
4
CAM
Cresset Asset Management
Illinois
-$4.16M
5
Bank of America
Bank of America
North Carolina
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
51
Navis Wealth Advisors
New York
$1.02M +$3.46K +26 +0.3%
CA
52
Cetera Advisors
Colorado
$1.02M -$317K -2,388 -24%
KAS
53
Kestra Advisory Services
Texas
$1M -$70.3K -529 -7%
PCP
54
Proficio Capital Partners
Massachusetts
$885K +$888K +6,680 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$837K -$14.5K -109 -2%
RGC
56
Roberts, Glore & Co
Illinois
$835K – – –
NL
57
NVWM LLC
Pennsylvania
$797K +$102K +767 +15%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$796K +$67.9K +511 +9%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$785K -$783K -5,888 -50%
BCA
60
Bray Capital Advisors
Florida
$749K – – –
Citigroup
61
Citigroup
New York
$738K -$67.7K -509 -8%
SB
62
Simmons Bank
Arkansas
$713K -$23.3K -175 -3%
NF
63
Nikulski Financial
Iowa
$704K – – –
FAM
64
Family Asset Management
South Carolina
$700K +$500K +3,765 +248%
ODG
65
O'Dell Group
Ohio
$672K -$852K -6,407 -56%
MSAM
66
Moloney Securities Asset Management
Missouri
$661K +$663K +4,989 New
MWM
67
Mattern Wealth Management
Kansas
$651K -$39.9K -300 -6%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$648K -$100K -752 -13%
CS
69
Comerica Securities
Michigan
$645K -$19.1K -144 -3%
CCA
70
Cottonwood Capital Advisors
Utah
$628K +$59.7K +449 +10%
IFS
71
Ifrah Financial Services
Arkansas
$626K +$176K +1,323 +39%
DL
72
DOHJ LLC
Washington
$617K +$619K +4,654 New
SG
73
StoneX Group
New York
$613K +$326K +2,453 +113%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$601K – – –
Prudential Financial
75
Prudential Financial
New Jersey
$597K -$54.2K -408 -7%
1 2
3
4 5

IYM Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2023, worth a combined $408M — up 5.9% from $386M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYM positions and 24 closed out — a net gain of 6 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $6.53M. The largest seller was Royal Bank of Canada, cutting an estimated $9.66M.

  • 210 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2023, down from 211 in Q4 2022.
  • Funds reported $408M of iShares US Basic Materials ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 30 funds opened new iShares US Basic Materials ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2023 was SPC Financial Inc, an estimated $6.53M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2023.