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iShares US Basic Materials ETF
IYM

Overview Fund Activity

203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
39
Reduced
67
Closed
17
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.3M
2
S
2
Sachetta
Massachusetts
$4.82M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$8.67M
4
CW
4
Connectus Wealth
Ohio
$2.64M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$233K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.42M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
FHC
4
First Heartland Consultants
Missouri
$229K
5
RJA
5
Raymond James & Associates
Florida
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$713K 5,164 -1,548 -23%
CCA
52
Cottonwood Capital Advisors
Utah
$683K 4,945 -228 -4%
EL
53
Essex LLC
Illinois
$672K 4,865 -1,585 -25%
BCA
54
Bray Capital Advisors
Florida
$668K 4,835 – –
Franklin Resources
55
Franklin Resources
California
$659K 4,770 +4,770 New
MWM
56
Mattern Wealth Management
Kansas
$637K 4,608 +1 +0%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$632K 4,576 +2,002 +78%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$612K 4,431 – –
HighTower Advisors
59
HighTower Advisors
Illinois
$599K 4,337 +584 +16%
Comerica Bank
60
Comerica Bank
Texas
$589K 4,265 -896 -17%
Northern Trust
61
Northern Trust
Illinois
$580K 4,200 – –
FWCM
62
Ferguson Wellman Capital Management
Oregon
$579K 4,190 – –
UL
63
Unionview LLC
Washington
$575K 4,160 +45 +1%
Daiwa Securities Group
64
Daiwa Securities Group
Japan
$553K 4,000 – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$522K 3,777 +1,478 +64%
PAG
66
Private Advisor Group
New Jersey
$506K 3,659 +498 +16%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$467K 3,377 +3,377 New
TFF
68
The Family Firm
Maryland
$463K 3,349 +36 +1%
HA
69
HFG Advisors
Ohio
$456K 3,299 – –
PIMG
70
Patriot Investment Management Group
Tennessee
$440K 3,185 -143 -4%
PFS
71
Prospera Financial Services
Texas
$434K 3,143 +3,143 New
IFS
72
Ifrah Financial Services
Arkansas
$430K 3,116 -1,557 -33%
Stifel Financial
73
Stifel Financial
Missouri
$429K 3,103 -383 -11%
IA
74
IFG Advisory
Georgia
$425K 3,076 +40 +1%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$410K 2,955 -456 -13%
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3
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