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iShares US Basic Materials ETF

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 62.12%61.13% (-0.99%)

5% less funds holding

Funds holding: 187178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
UL
51
Unionview LLC
Washington
$549K +$2.75K +19 +0.5%
Northern Trust
52
Northern Trust
Illinois
$546K
SWA
53
Stratos Wealth Advisors
Ohio
$533K +$593K +4,101 New
CV
54
Counterweight Ventures
North Carolina
$503K -$11.1K -77 -2%
EL
55
Essex LLC
Illinois
$502K -$10.8K -75 -2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$485K +$44.5K +308 +9%
FTS
57
Fifth Third Securities
Ohio
$481K +$133K +919 +33%
CCA
58
Cottonwood Capital Advisors
Utah
$480K -$3.32K -23 -0.6%
EAM
59
Empirical Asset Management
Massachusetts
$470K -$11.6K -80 -2%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$464K -$578 -4 -0.1%
Stifel Financial
61
Stifel Financial
Missouri
$457K -$40.3K -279 -7%
DWM
62
Dakota Wealth Management
Florida
$455K
HighTower Advisors
63
HighTower Advisors
Illinois
$449K -$9.39K -65 -2%
UCFA
64
United Capital Financial Advisors
Texas
$434K
TFF
65
The Family Firm
Maryland
$411K +$1.88K +13 +0.4%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$402K +$235K +1,629 +111%
IA
67
IFG Advisory
Georgia
$402K +$447K +3,092 New
SA
68
Sanctuary Advisors
Indiana
$397K -$164K -1,133 -28%
SWM
69
Spire Wealth Management
Virginia
$369K -$6.79K -47 -2%
HA
70
HFG Advisors
Ohio
$355K -$10.1K -70 -2%
MWM
71
Mattern Wealth Management
Kansas
$352K
AHC
72
Adell Harriman & Carpenter
Texas
$336K
PAG
73
Private Advisor Group
New Jersey
$335K -$308K -2,134 -45%
WMP
74
Wealth Management Partners
Arizona
$332K
SAW
75
Signal Advisors Wealth
Michigan
$321K +$11K +76 +3%

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.