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iShares US Basic Materials ETF
IYM

132 hedge funds and large institutions have $165M invested in iShares US Basic Materials ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more funds holding

Funds holding: 119 → 132 (+13)

1.37% more ownership

Funds ownership: 44.86% → 46.23% (+1.4%)

2% less capital invested

Capital invested by funds: $168M → $165M (-$2.54M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
23
Reduced
37
Closed
14
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
-$1.47M

Top Buyers

Rank Fund Capital Flow
1
QA
Quantitative Advantage
Minnesota
+$4.34M
2
FEM
Fulcrum Equity Management
Texas
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$2.7M
4
NA
Navellier & Associates
Nevada
+$1.96M
5
CG
Cutler Group
California
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
-$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.67M
3
OWD
Osborn Williams & Donohoe
Ohio
-$1.67M
4
VF
Virtu Financial
New York
-$1.26M
5
BCM
Barometer Capital Management
Ontario, Canada
-$960K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
76
Stonebridge Financial Planning Group
Florida
$123K +$118K +1,255 New
AF
77
Affiance Financial
Minnesota
$119K +$115K +1,219 New
AA
78
AlphaMark Advisors
Kentucky
$112K -$3.1K -33 -3%
SF
79
Synovus Financial
Georgia
$112K – – –
1W
80
1776 Wealth
Georgia
$108K +$105K +1,115 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$104K – – –
WTC
82
WhitTier Trust Company
Nevada
$103K – – –
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$98K – – –
FPS
84
Fieldpoint Private Securities
Connecticut
$96K – – –
FMB
85
Field & Main Bank
Kentucky
$95K +$8.93K +95 +11%
US Bancorp
86
US Bancorp
Minnesota
$86K – – –
IA
87
IFP Advisors
Florida
$82K -$282 -3 -0.4%
SIC
88
Samalin Investment Counsel
New York
$76K +$72.9K +776 New
IBOK
89
Independence Bank of Kentucky
Kentucky
$75K +$28.7K +305 +66%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
LFG
91
LifePlan Financial Group
Ohio
$67K -$940 -10 -1%
FWM
92
Focused Wealth Management
New York
$55K – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$55K +$376 +4 +0.7%
MWP
94
MYCIO Wealth Partners
Pennsylvania
$55K +$470 +5 +0.9%
S
95
SignatureFD
Georgia
$52K – – –
MAWCM
96
Mine & Arao Wealth Creation & Management
California
$49K +$47K +500 New
FFW
97
Fusion Family Wealth
New York
$48K – – –
NFG
98
Next Financial Group
Texas
$47K -$65.8K -700 -59%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$39K -$16K -170 -30%
Citigroup
100
Citigroup
New York
$37K -$7.05K -75 -17%
2 3
4
5 6

IYM Hedge Fund Activity: Q4 2019 in Review

132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2019, worth a combined $165M — down 1.5% from $168M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYM positions and 14 closed out — a net gain of 14 holders — while 23 added to existing stakes and 37 trimmed.

The largest buyer was Quantitative Advantage, opening a new position worth an estimated $4.34M. The largest seller was Commerce Bank, cutting an estimated $27.7M.

  • 132 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2019, up from 119 in Q3 2019.
  • Funds reported $165M of iShares US Basic Materials ETF stock for Q4 2019, down 1.5% quarter-over-quarter.
  • 28 funds opened new iShares US Basic Materials ETF positions in Q4 2019 and 14 closed out, a net change of +14 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2019 was Quantitative Advantage, an estimated $4.34M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2019 was Commerce Bank, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2019.