iShares US Basic Materials ETF
192 hedge funds and large institutions have $318M invested in iShares US Basic Materials ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 63 reducing their positions, and 28 closing their positions.
165% more call options, than puts
Call options by funds: $771K | Put options by funds: $291K
1.32% less ownership
Funds ownership: 48.3% → 46.98% (-1.3%)
5% less funds holding
Funds holding: 202 → 192 (-10)
27% less capital invested
Capital invested by funds: $434M → $318M (-$116M)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
48% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 63
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.46M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$3.73M |
| 3 |
Goldman Sachs
New York
|
+$2.51M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$16.2M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$14.6M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$9.09M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$7.49M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$6.4M |
IYM Hedge Fund Activity: Q3 2023 in Review
192 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2023, worth a combined $318M — down 27% from $434M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IYM and 19 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 33 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.46M. The largest seller was SPC Financial Inc, cutting an estimated $16.2M.
- 192 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2023, down from 202 in Q2 2023.
- Funds reported $318M of iShares US Basic Materials ETF stock for Q3 2023, down 27% quarter-over-quarter.
- 19 funds opened new iShares US Basic Materials ETF positions in Q3 2023 and 28 closed out, a net change of -9 holders.
- The largest iShares US Basic Materials ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $4.46M added.
- The largest iShares US Basic Materials ETF seller in Q3 2023 was SPC Financial Inc, an estimated $16.2M sold.
Based on aggregated 13F filings for Q3 2023.