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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$590K 4,431 -100 -2%
Citigroup
77
Citigroup
New York
$582K 4,371 -1,200 -22%
GCA
78
Genesee Capital Advisors
New York
$576K 4,332 +144 +3%
Northern Trust
79
Northern Trust
Illinois
$559K 4,200 – –
FWCM
80
Ferguson Wellman Capital Management
Oregon
$557K 4,190 – –
UL
81
Unionview LLC
Washington
$547K 4,115 +17 +0.4%
BAAM
82
Baker Avenue Asset Management
California
$498K 3,744 +80 +2%
PIMG
83
Patriot Investment Management Group
Tennessee
$487K 3,663 -350 -9%
FAM
84
Family Asset Management
South Carolina
$480K 3,610 -1,672 -32%
BFAG
85
Blackston Financial Advisory Group
Florida
$472K 3,550 -44 -1%
CWM
86
C2C Wealth Management
Arizona
$471K 3,500 – –
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$459K 3,450 +200 +6%
BC
88
Bartlett & Co
Ohio
$454K 3,411 – –
BCWM
89
Bartlett & Co Wealth Management
Ohio
$454K 3,411 – –
TFF
90
The Family Firm
Maryland
$441K 3,313 +14 +0.4%
HA
91
HFG Advisors
Ohio
$439K 3,299 – –
T
92
TRUADVICE
Florida
$434K 3,268 -5,381 -62%
TC
93
TownSquare Capital
Utah
$431K 3,238 +3,238 New
CA
94
CoreCap Advisors
Michigan
$423K 3,178 +3,178 New
UCFA
95
United Capital Financial Advisors
Texas
$422K 3,173 -111 -3%
PAG
96
Private Advisor Group
New Jersey
$418K 3,141 -20,340 -87%
NW
97
NewEdge Wealth
Pennsylvania
$417K 3,137 -380 -11%
CS
98
Comerica Securities
Michigan
$406K 3,049 -1,817 -37%
V
99
Veritable
Delaware
$401K 3,015 – –
BFS
100
Bard Financial Services
Connecticut
$399K 3,000 – –
2 3
4
5 6