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iShares US Basic Materials ETF
IYM

152 hedge funds and large institutions have $274M invested in iShares US Basic Materials ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 172 → 152 (-20)

13.76% less ownership

Funds ownership: 57.8% → 44.04% (-14%)

18% less call options, than puts

Call options by funds: $402K | Put options by funds: $490K

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

47% less capital invested

Capital invested by funds: $518M → $274M (-$244M)

100% less funds holding in top 10

Funds holding in top 10: 7 → 0 (-7)

Holders
152
Holders Change
-20
Holders Change %
-11.63%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
32
Reduced
48
Closed
45
Calls
$402K
Puts
$490K
Net Calls
-$88K
Net Calls Change
-$2.8M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$23.9M
2
SOMRS
State of Michigan Retirement System
Michigan
+$14.3M
3
UBS Group
UBS Group
Switzerland
+$6.16M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.46M
5
EH
Equitable Holdings
New York
+$4.08M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$41.5M
2
BFG
Barber Financial Group
Kansas
-$41.4M
3
FI
FormulaFolio Investments
Michigan
-$34.8M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$24.6M
5
PFG
Piershale Financial Group
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BB
76
Busey Bank
Illinois
$327K – – –
GWM
77
Geneos Wealth Management
Colorado
$300K – – –
AAS
78
Avantax Advisory Services
Texas
$297K +$717 +6 +0.3%
SI
79
Stephens Inc
Arkansas
$275K -$511K -4,281 -66%
WP
80
WealthSource Partners
California
$269K +$256K +2,145 New
CS
81
Comerica Securities
Michigan
$263K +$250K +2,095 New
SG
82
StoneX Group
New York
$262K +$249K +2,086 New
OC
83
Oppenheimer & Co
New York
$261K – – –
LA
84
Legacy Advisors
Pennsylvania
$251K – – –
SWP
85
Stratos Wealth Partners
Ohio
$250K +$238K +1,991 New
CWM
86
Cranbrook Wealth Management
Michigan
$245K -$10.2K -85 -4%
HW
87
Hedeker Wealth
Illinois
$244K -$2.15K -18 -0.9%
SFPG
88
Stonebridge Financial Planning Group
Florida
$240K +$135K +1,130 +149%
PSUF
89
People's United Financial
Connecticut
$230K – – –
UAS
90
United Asset Strategies
New York
$225K -$135K -1,130 -39%
SIM
91
SSI Investment Management
California
$224K -$119 -1 -0.1%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$215K +$204K +1,711 New
IFG
93
Independent Financial Group
California
$207K +$197K +1,651 New
NP
94
NorthRock Partners
Minnesota
$204K -$20.3K -170 -9%
CBA
95
Coastal Bridge Advisors
Connecticut
$203K +$193K +1,613 New
CAAS
96
Capital Asset Advisory Services
Michigan
$197K +$130K +1,088 +228%
COCM
97
Charter Oak Capital Management
New Hampshire
$189K +$15.2K +127 +9%
AWM
98
Avior Wealth Management
Nebraska
$170K +$162K +1,354 New
IA
99
IFP Advisors
Florida
$139K -$2.56M -21,400 -95%
PSB
100
Piscataqua Savings Bank
New Hampshire
$137K +$130K +1,090 New
2 3
4
5 6

IYM Hedge Fund Activity: Q1 2021 in Review

152 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2021, worth a combined $274M — down 47% from $518M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IYM and 26 opened new positions — a net loss of 19 holders — while 48 trimmed existing stakes and 32 added.

The largest buyer was Citigroup, adding an estimated $23.9M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $41.5M sold.

  • 152 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2021, down from 172 in Q4 2020.
  • Funds reported $274M of iShares US Basic Materials ETF stock for Q1 2021, down 47% quarter-over-quarter.
  • 26 funds opened new iShares US Basic Materials ETF positions in Q1 2021 and 45 closed out, a net change of -19 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2021 was Citigroup, an estimated $23.9M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2021 was Brookstone Capital Management, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2021.