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iShares US Basic Materials ETF
IYM

128 hedge funds and large institutions have $352M invested in iShares US Basic Materials ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.26M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less funds holding

Funds holding: 132 → 128 (-4)

3.61% less ownership

Funds ownership: 52.15% → 48.54% (-3.6%)

11% less capital invested

Capital invested by funds: $393M → $352M (-$41.4M)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
43
Reduced
34
Closed
19
Calls
$2.26M
Puts
$1.26M
Net Calls
+$1M
Net Calls Change
+$1.13M

Top Buyers

1
NPC
National Planning Corporation
California
+$6.18M
2
UCFA
United Capital Financial Advisors
Texas
+$5.8M
3
PFA
Pinnacle Family Advisors
Missouri
+$5.69M
4
Wells Fargo
Wells Fargo
California
+$5.11M
5
Morgan Stanley
Morgan Stanley
New York
+$3.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$62.7M
2
QA
Quantitative Advantage
Minnesota
-$9.43M
3
LPL Financial
LPL Financial
California
-$4.71M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.43M
5
GC
Grimes & Company
Massachusetts
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$414K -$56K -630 -12%
AGM
77
Alpine Global Management
New York
$348K +$347K +3,900 New
AGU
78
Alpine Group USVI
U.S. Virgin Islands
$348K +$347K +3,900 New
TSS
79
Two Sigma Securities
New York
$330K +$328K +3,696 New
MCM
80
Murphy Capital Management
New Jersey
$326K -$240K -2,700 -42%
FFW
81
Fusion Family Wealth
New York
$309K -$6.75K -76 -2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$294K +$12.4K +140 +4%
OC
83
Oppenheimer & Co
New York
$282K -$28.7K -323 -9%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$250K -$329K -3,700 -57%
BB
85
Busey Bank
Illinois
$241K +$240K +2,701 New
GWM
86
Geneos Wealth Management
Colorado
$235K -$25K -281 -10%
BWA
87
BDO Wealth Advisors
Florida
$235K +$234K +2,633 New
AAP
88
Arax Advisory Partners
Colorado
$234K – – –
JIC
89
Johnson Investment Counsel
Ohio
$228K – – –
CA
90
Cetera Advisors
Colorado
$213K +$213K +2,400 New
SB
91
Suntrust Banks
Georgia
$208K +$204K +2,299 New
GT
92
Glenview Trust
Kentucky
$205K -$19.7K -222 -9%
SG Americas Securities
93
SG Americas Securities
New York
$185K -$705K -7,936 -79%
Creative Planning
94
Creative Planning
Kansas
$151K -$40K -450 -21%
AA
95
AlphaMark Advisors
Kentucky
$105K +$8.89K +100 +9%
CFA
96
Carroll Financial Associates
North Carolina
$103K – – –
SF
97
Synovus Financial
Georgia
$102K – – –
Daiwa Securities Group
98
Daiwa Securities Group
Japan
$98K +$17.8K +200 +22%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$97K – – –
US Bancorp
100
US Bancorp
Minnesota
$90K -$36.4K -410 -29%
2 3
4
5 6

IYM Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2017, worth a combined $352M — down 11% from $393M a quarter earlier.

Fund positioning in IYM was balanced in Q2 2017: 19 funds opened new positions, 19 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was National Planning Corporation, adding an estimated $6.18M. The largest seller was Bank of America, cutting an estimated $62.7M.

  • 128 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2017, down from 132 in Q1 2017.
  • Funds reported $352M of iShares US Basic Materials ETF stock for Q2 2017, down 11% quarter-over-quarter.
  • 19 funds opened new iShares US Basic Materials ETF positions in Q2 2017 and 19 closed out, a net change of 0 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2017 was National Planning Corporation, an estimated $6.18M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2017 was Bank of America, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2017.