We are live on ! Find out more
IYM icon

iShares US Basic Materials ETF

132 hedge funds and large institutions have $393M invested in iShares US Basic Materials ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $349M → $393M (+$44.6M)

7% more funds holding

Funds holding: 123132 (+9)

4.58% more ownership

Funds ownership: 47.57%52.15% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

18% less call options, than puts

Call options by funds: $607K | Put options by funds: $739K

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
41
Reduced
44
Closed
12
Calls
$607K
Puts
$739K
Net Calls
-$132K
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
76
Fusion Family Wealth
New York
$315K -$156K -1,780 -34%
OC
77
Oppenheimer & Co
New York
$310K +$22.1K +252 +8%
IA
78
IFP Advisors
Florida
$309K -$1.39M -15,872 -82%
LWM
79
LBA Wealth Management
Florida
$302K
FA
80
FDx Advisors
Illinois
$284K -$848K -9,676 -75%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$281K +$276K +3,150 New
FHC
82
First Heartland Consultants
Missouri
$281K +$277K +3,156 New
SFS
83
Sowell Financial Services
Arkansas
$274K -$39.2K -447 -13%
GWM
84
Geneos Wealth Management
Colorado
$259K -$43.4K -495 -15%
AAP
85
Arax Advisory Partners
Colorado
$234K -$3.59K -41 -2%
JIC
86
Johnson Investment Counsel
Ohio
$227K +$12K +137 +6%
GT
87
Glenview Trust
Kentucky
$224K +$220K +2,511 New
BTS
88
BB&T Securities
Virginia
$222K +$219K +2,495 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$220K -$526 -6 -0.2%
SI
90
Stephens Inc
Arkansas
$201K -$39K -445 -16%
Creative Planning
91
Creative Planning
Kansas
$190K +$32.9K +375 +21%
US Bancorp
92
US Bancorp
Minnesota
$126K -$29.6K -338 -19%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$107K +$105K +1,195 New
CFA
94
Carroll Financial Associates
North Carolina
$102K
SF
95
Synovus Financial
Georgia
$102K +$7.54K +86 +8%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$97K
AA
97
AlphaMark Advisors
Kentucky
$96K +$61.3K +700 +187%
FPS
98
Fieldpoint Private Securities
Connecticut
$94K +$92.5K +1,055 New
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$88K +$87.5K +998 New
Citigroup
100
Citigroup
New York
$82K +$8.76K +100 +12%

IYM Hedge Fund Activity: Q1 2017 in Review

132 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2017, worth a combined $393M — up 13% from $349M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYM positions and 12 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was Wells Fargo, cutting an estimated $6.2M.

  • 132 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2017, up from 123 in Q4 2016.
  • Funds reported $393M of iShares US Basic Materials ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 24 funds opened new iShares US Basic Materials ETF positions in Q1 2017 and 12 closed out, a net change of +12 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2017 was Bank of America, an estimated $12.8M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2017 was Wells Fargo, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2017.