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iShares US Basic Materials ETF
IYM

112 hedge funds and large institutions have $119M invested in iShares US Basic Materials ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $84.3M → $119M (+$34.9M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4.82% more ownership

Funds ownership: 38.26% → 43.08% (+4.8%)

2% more funds holding

Funds holding: 110 → 112 (+2)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
33
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$1.02M

Top Buyers

1
PFG
Piershale Financial Group
Illinois
+$6.87M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.53M
3
Goldman Sachs
Goldman Sachs
New York
+$1.71M
4
FEM
Fulcrum Equity Management
Texas
+$1.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.09M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$5.53M
2
CG
Cutler Group
California
-$1.18M
3
CB
Commerce Bank
Missouri
-$744K
4
TRCT
Tower Research Capital (TRC)
New York
-$689K
5
Bank of America
Bank of America
North Carolina
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
76
Focused Wealth Management
New York
$50K – – –
MAWCM
77
Mine & Arao Wealth Creation & Management
California
$45K – – –
WTC
78
WhitTier Trust Company
Nevada
$45K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$42K +$11.8K +143 +43%
Citigroup
80
Citigroup
New York
$38K +$83 +1 +0.2%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$35K -$121K -1,458 -79%
LWM
82
Liberty Wealth Management
California
$31K – – –
PCG
83
Private Capital Group
Connecticut
$31K – – –
OIA
84
Optimum Investment Advisors
Illinois
$29K – – –
VFA
85
Valeo Financial Advisors
Indiana
$27K – – –
GFPC
86
Global Financial Private Client
Florida
$26.3K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$26K -$2.23K -27 -8%
TC
88
Truvestments Capital
Florida
$26K – – –
SFG
89
Sowa Financial Group
Rhode Island
$23K – – –
MHR
90
Matthew Hamilton Rosenberg
$21K +$19K +230 New
PA
91
Parallel Advisors
California
$20K – – –
William Blair & Company
92
William Blair & Company
Illinois
$20K – – –
AWM
93
Apollon Wealth Management
South Carolina
$17K +$15.7K +190 New
AWA
94
Arkadios Wealth Advisors
Georgia
$15.5K -$132K -1,592 -91%
CTC
95
Central Trust Company
Missouri
$15K – – –
FRA
96
Front Row Advisors
California
$15K – – –
MWP
97
MYCIO Wealth Partners
Pennsylvania
$14K – – –
BlackRock
98
BlackRock
New York
$12K – – –
AIM
99
Anchor Investment Management
South Carolina
$9.37K – – –
HIA
100
Harbor Investment Advisory
Maryland
$9K – – –
2 3
4
5 6

IYM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2020, worth a combined $119M — up 41% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYM positions and 15 closed out — a net gain of 3 holders — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $6.87M. The largest seller was Cresset Asset Management, cutting an estimated $5.53M.

  • 112 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2020, up from 110 in Q1 2020.
  • Funds reported $119M of iShares US Basic Materials ETF stock for Q2 2020, up 41% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q2 2020 and 15 closed out, a net change of +3 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2020 was Piershale Financial Group, an estimated $6.87M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2020 was Cresset Asset Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2020.