iShares US Basic Materials ETF
94 hedge funds and large institutions have $298M invested in iShares US Basic Materials ETF in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
178% more call options, than puts
Call options by funds: $203K | Put options by funds: $73K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more funds holding
Funds holding: 76 → 94 (+18)
7% more capital invested
Capital invested by funds: $278M → $298M (+$19.8M)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
7.58% less ownership
Funds ownership: 43.48% → 35.91% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$6.05M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
+$5.02M |
| 3 |
Goldman Sachs
New York
|
+$4.59M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.58M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.8M |
| 2 |
Jane Street
New York
|
-$13.5M |
| 3 |
Morgan Stanley
New York
|
-$4.68M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
IYM Hedge Fund Activity: Q4 2013 in Review
94 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2013, worth a combined $298M — up 7.1% from $278M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IYM positions and 7 closed out — a net gain of 20 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was LifePlan Financial Group, adding an estimated $6.05M. The largest seller was Bank of America, cutting an estimated $29.8M.
- 94 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2013, up from 76 in Q3 2013.
- Funds reported $298M of iShares US Basic Materials ETF stock for Q4 2013, up 7.1% quarter-over-quarter.
- 27 funds opened new iShares US Basic Materials ETF positions in Q4 2013 and 7 closed out, a net change of +20 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2013 was LifePlan Financial Group, an estimated $6.05M added.
- The largest iShares US Basic Materials ETF seller in Q4 2013 was Bank of America, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2013.