iShares US Basic Materials ETF
110 hedge funds and large institutions have $84.3M invested in iShares US Basic Materials ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 40 reducing their positions, and 30 closing their positions.
341% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $378K
7.96% less ownership
Funds ownership: 46.23% → 38.26% (-8%)
17% less funds holding
Funds holding: 132 → 110 (-22)
49% less capital invested
Capital invested by funds: $165M → $84.3M (-$81.1M)
57% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 30
60% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.2M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$963K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$492K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.79M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$4.52M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.12M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.01M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$3.91M |
IYM Hedge Fund Activity: Q1 2020 in Review
110 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2020, worth a combined $84.3M — down 49% from $165M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IYM and 13 opened new positions — a net loss of 17 holders — while 40 trimmed existing stakes and 16 added.
The largest buyer was Wells Fargo, adding an estimated $4.11M. The largest seller was United Capital Financial Advisors, cutting an estimated $7.79M.
- 110 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2020, down from 132 in Q4 2019.
- Funds reported $84.3M of iShares US Basic Materials ETF stock for Q1 2020, down 49% quarter-over-quarter.
- 13 funds opened new iShares US Basic Materials ETF positions in Q1 2020 and 30 closed out, a net change of -17 holders.
- The largest iShares US Basic Materials ETF buyer in Q1 2020 was Wells Fargo, an estimated $4.11M added.
- The largest iShares US Basic Materials ETF seller in Q1 2020 was United Capital Financial Advisors, an estimated $7.79M sold.
Based on aggregated 13F filings for Q1 2020.