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iShares US Basic Materials ETF
IYM

95 hedge funds and large institutions have $144M invested in iShares US Basic Materials ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

78% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.6M

25% more capital invested

Capital invested by funds: $115M → $144M (+$28.8M)

14% more funds holding

Funds holding: 83 → 95 (+12)

6.17% more ownership

Funds ownership: 34.89% → 41.07% (+6.2%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
28
Closed
10
Calls
$2.85M
Puts
$1.6M
Net Calls
+$1.25M
Net Calls Change
-$785K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.59M
2
Bank of America
Bank of America
North Carolina
+$3.03M
3
LPL Financial
LPL Financial
California
+$2.49M
4
CS
Credit Suisse
Switzerland
+$2.49M
5
VF
Virtu Financial
New York
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
BRM
Boston Research & Management
Massachusetts
-$1.08M
2
CB
Commerce Bank
Missouri
-$845K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$657K
4
Wells Fargo
Wells Fargo
California
-$555K
5
AW
ACG Wealth
Georgia
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$21K +$22.3K +310 New
AA
77
AlphaMark Advisors
Kentucky
$19K – – –
BCFS
78
Butensky & Cohen Financial Security
Florida
$17K – – –
BKA
79
Brick & Kyle Associates
Pennsylvania
$14K – – –
JP Morgan Chase
80
JP Morgan Chase
New York
$9K +$9.01K +125 New
AssetMark Inc
81
AssetMark Inc
California
$9K +$9.37K +130 New
DADC
82
D.A. Davidson & Co
Montana
$7K – – –
WA
83
WFG Advisors
Texas
$7K – – –
CG
84
Cutler Group
California
$7K +$7.21K +100 New
WTB
85
Washington Trust Bank
Washington
$7K +$7.21K +100 New
FFC
86
First Financial Corp
Indiana
$6K – – –
SEI Investments
87
SEI Investments
Pennsylvania
$6K +$6.27K +87 New
KCPG
88
Kavar Capital Partners Group
Kansas
$5K – – –
TCM
89
Tradewinds Capital Management
Washington
$5K – – –
AIP
90
Ameritas Investment Partners
Nebraska
$5K +$5.76K +80 New
OSNBOA
91
Old Second National Bank of Aurora
Illinois
$4K – – –
VIA
92
Vantage Investment Advisors
Pennsylvania
$3K – – –
MWM
93
MinichMacGregor Wealth Management
New York
$2K +$2.16K +30 New
Millennium Management
94
Millennium Management
New York
– -$386K -5,956 Closed
FHC
95
First Heartland Consultants
Missouri
– -$219K -3,381 Closed
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
– -$209K -3,232 Closed
WCM
97
Windsor Capital Management
Arizona
– -$25K -400 Closed
HCMT
98
Highland Capital Management (Tennessee)
Tennessee
– -$13K -200 Closed
FIG
99
Fusion Investment Group
Pennsylvania
– -$12K -187 Closed
JFA
100
JNBA Financial Advisors
Minnesota
– -$11K -175 Closed
1 2 3
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IYM Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2015, worth a combined $144M — up 25% from $115M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYM positions and 10 closed out — a net gain of 12 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.59M. The largest seller was Boston Research & Management, cutting an estimated $1.08M.

  • 95 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2015, up from 83 in Q3 2015.
  • Funds reported $144M of iShares US Basic Materials ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 22 funds opened new iShares US Basic Materials ETF positions in Q4 2015 and 10 closed out, a net change of +12 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2015 was Goldman Sachs, an estimated $3.59M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2015 was Boston Research & Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2015.