iShares US Basic Materials ETF
107 hedge funds and large institutions have $444M invested in iShares US Basic Materials ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
24% more capital invested
Capital invested by funds: $359M → $444M (+$84.7M)
9% more funds holding
Funds holding: 98 → 107 (+9)
1.07% more ownership
Funds ownership: 38.32% → 39.39% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 35
98% less call options, than puts
Call options by funds: $9K | Put options by funds: $552K
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$49.5M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$16.4M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$16.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$6.39M |
Top Sellers
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$21.2M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$10.8M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$4.73M |
| 4 |
Citigroup
New York
|
-$4.22M |
| 5 |
Morgan Stanley
New York
|
-$3.38M |
IYM Hedge Fund Activity: Q2 2014 in Review
107 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2014, worth a combined $444M — up 24% from $359M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IYM positions and 8 closed out — a net gain of 10 holders — while 35 added to existing stakes and 35 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $49.5M. The largest seller was Schroder Investment Management Group, cutting an estimated $21.2M.
- 107 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2014, up from 98 in Q1 2014.
- Funds reported $444M of iShares US Basic Materials ETF stock for Q2 2014, up 24% quarter-over-quarter.
- 18 funds opened new iShares US Basic Materials ETF positions in Q2 2014 and 8 closed out, a net change of +10 holders.
- The largest iShares US Basic Materials ETF buyer in Q2 2014 was Goldman Sachs, an estimated $49.5M added.
- The largest iShares US Basic Materials ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $21.2M sold.
Based on aggregated 13F filings for Q2 2014.