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iShares US Basic Materials ETF
IYM

172 hedge funds and large institutions have $518M invested in iShares US Basic Materials ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 8

469% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $578K

229% more capital invested

Capital invested by funds: $157M → $518M (+$361M)

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

35% more funds holding

Funds holding: 127 → 172 (+45)

19.07% more ownership

Funds ownership: 38.74% → 57.8% (+19%)

Holders
172
Holders Change
+45
Holders Change %
+35.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
56
Increased
49
Reduced
22
Closed
8
Calls
$3.29M
Puts
$578K
Net Calls
+$2.71M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$38.9M
2
BCM
Brookstone Capital Management
Illinois
+$34.7M
3
FI
FormulaFolio Investments
Michigan
+$32.4M
4
PFG
Piershale Financial Group
Illinois
+$19.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$3.71M
2
PFA
Pinnacle Family Advisors
Missouri
-$1.78M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.38M
4
PMG
ProVise Management Group
Florida
-$445K
5
AW
ACG Wealth
Georgia
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
76
Cedar Capital
Illinois
$595K -$118K -1,104 -17%
Simplex Trading
77
Simplex Trading
Illinois
$578K +$412K +3,867 +313%
FFS
78
Founders Financial Securities
Maryland
$577K +$542K +5,089 New
NA
79
Navellier & Associates
Nevada
$566K -$193K -1,816 -27%
AW
80
ACG Wealth
Georgia
$554K -$229K -2,150 -31%
PFS
81
Prospera Financial Services
Texas
$547K +$478K +4,490 +1,336%
OPWM
82
Oxinas Partners Wealth Management
Indiana
$521K +$490K +4,598 New
MML Investors Services
83
MML Investors Services
Massachusetts
$502K +$471K +4,425 New
CA
84
Cetera Advisors
Colorado
$487K -$193K -1,812 -30%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$462K +$59.2K +556 +16%
BC
86
Bartlett & Co
Ohio
$462K +$59.2K +556 +16%
IWM
87
IHT Wealth Management
Illinois
$408K +$50.9K +478 +15%
HighTower Advisors
88
HighTower Advisors
Illinois
$400K +$378K +3,553 New
TFF
89
The Family Firm
Maryland
$352K +$1.17K +11 +0.4%
V
90
Veritable
Delaware
$342K – – –
BFS
91
Bard Financial Services
Connecticut
$340K +$320K +3,000 New
UAS
92
United Asset Strategies
New York
$331K -$13.8K -130 -4%
Daiwa Securities Group
93
Daiwa Securities Group
Japan
$329K -$10.7K -100 -3%
CW
94
CreativeOne Wealth
Kansas
$329K +$309K +2,905 New
BAAM
95
Baker Avenue Asset Management
California
$319K -$24.4K -229 -8%
AHC
96
Adell Harriman & Carpenter
Texas
$315K – – –
IWA
97
Intercontinental Wealth Advisors
Texas
$309K – – –
MCM
98
Murphy Capital Management
New Jersey
$297K – – –
BB
99
Busey Bank
Illinois
$296K – – –
GWM
100
Geneos Wealth Management
Colorado
$290K +$852 +8 +0.4%
2 3
4
5 6

IYM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2020, worth a combined $518M — up 229% from $157M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYM positions and 8 closed out — a net gain of 48 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.9M. The largest seller was Barings, cutting an estimated $3.71M.

  • 172 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $518M of iShares US Basic Materials ETF stock for Q4 2020, up 229% quarter-over-quarter.
  • 56 funds opened new iShares US Basic Materials ETF positions in Q4 2020 and 8 closed out, a net change of +48 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2020 was Barber Financial Group, an estimated $38.9M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2020 was Barings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2020.