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iShares US Basic Materials ETF
IYM

Overview Fund Activity

108 hedge funds and large institutions have $230M invested in iShares US Basic Materials ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 41 reducing their positions, and 22 closing their positions.

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.88%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
15
Reduced
41
Closed
22
Calls
$41K
Puts
$4.24M
Net Calls
-$4.2M
Net Calls Change
-$4.03M

Top Buyers

1
CI
1
Clal Insurance
Israel
$37.3M
2
Bank of America
2
Bank of America
North Carolina
$34.7M
3
UBS Group
3
UBS Group
Switzerland
$6.16M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
CS
5
Credit Suisse
Switzerland
$4.07M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.45M
3
UCFA
3
United Capital Financial Advisors
Texas
$448K
4
LPL Financial
4
LPL Financial
California
$5.26M
5
AIA
5
Arrow Investment Advisors
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NES
76
New England Securities
New York
$93K 1,125 -11,883 -91%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$89K 1,085 – –
MBT
78
Monroe Bank & Trust
Michigan
$75K 915 +915 New
CFA
79
CT Financial Advisors
Pennsylvania
$60.4K 732 +732 New
FANJ
80
Financial Architects (New Jersey)
New Jersey
$58K 700 – –
AIM
81
Advantage Investment Management
Iowa
$56K 679 +679 New
HNB
82
Huntington National Bank
Ohio
– – – –
US Bancorp
83
US Bancorp
Minnesota
$50K 608 -140 -19%
RIA
84
Regal Investment Advisors
Michigan
$48K 588 – –
AA
85
AlphaMark Advisors
Kentucky
$33K 400 – –
MWP
86
MYCIO Wealth Partners
Pennsylvania
$30K 369 +1 +0.3%
OIA
87
Optimum Investment Advisors
Illinois
$27K 327 – –
DADC
88
D.A. Davidson & Co
Montana
$24K 300 -100 -25%
CFS
89
Commonwealth Financial Services
West Virginia
$24K 288 +288 New
SF
90
Synovus Financial
Georgia
$21K 253 +2 +0.8%
TWA
91
TCI Wealth Advisors
Arizona
$18K 218 – –
WA
92
WFG Advisors
Texas
$17K 203 -472 -70%
FFC
93
First Financial Corp
Indiana
$17K 208 – –
SIA
94
Stancorp Investment Advisers
Oregon
$17K 203 +203 New
JFA
95
JNBA Financial Advisors
Minnesota
$16K 195 – –
BKA
96
Brick & Kyle Associates
Pennsylvania
$16K 200 +200 New
M
97
MOTCO
Texas
$16K 200 +200 New
LWA
98
Lenox Wealth Advisors
New York
$15K 185 +185 New
CFA
99
Carroll Financial Associates
North Carolina
$14K 165 – –
BCFS
100
Butensky & Cohen Financial Security
Florida
$14K 170 +170 New
2 3
4
5 6