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iShares US Basic Materials ETF
IYM

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.99% less ownership

Funds ownership: 62.12% → 61.13% (-0.99%)

5% less funds holding

Funds holding: 187 → 178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K

Top Buyers

Rank Fund Capital Flow
1
TAM
Tocqueville Asset Management
New York
+$3.48M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$3.41M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.41M
4
EFI
EHP Funds Inc
Canada
+$2.08M
5
CB
Commerce Bank
Missouri
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.51M
2
Wells Fargo
Wells Fargo
California
-$4.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.67M
4
Goldman Sachs
Goldman Sachs
New York
-$2.29M
5
AWM
AE Wealth Management
Kansas
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$316K -$867 -6 -0.2%
PIMG
77
Patriot Investment Management Group
Tennessee
$310K – – –
SA
78
Sovran Advisors
California
$292K +$314K +2,174 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$289K -$38.9K -269 -11%
BPA
80
Beacon Pointe Advisors
California
$289K +$77.6K +537 +32%
BB
81
Busey Bank
Illinois
$283K – – –
Mariner
82
Mariner
Kansas
$283K -$109K -751 -26%
MCM
83
MAI Capital Management
Ohio
$281K -$1.01K -7 -0.3%
CCFM
84
Clear Creek Financial Management
Washington
$280K +$289 +2 +0.1%
LA
85
Legacy Advisors
Pennsylvania
$279K +$1.45K +10 +0.5%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$279K -$303K -2,099 -49%
EWA
87
EP Wealth Advisors
California
$275K +$123K +849 +67%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$273K +$170K +1,177 +128%
FWM
89
Foguth Wealth Management
Michigan
$269K -$59K -408 -17%
MA
90
Mutual Advisors
Nebraska
$266K -$1.01M -6,981 -78%
SG
91
StoneX Group
New York
$266K +$289 +2 +0.1%
AWS
92
Atria Wealth Solutions
New York
$261K +$1.16K +8 +0.4%
HNB
93
Huntington National Bank
Ohio
$260K – – –
SCA
94
Snowden Capital Advisors
New York
$237K -$2.17K -15 -0.8%
SF
95
Synovus Financial
Georgia
$232K -$7.66K -53 -3%
FFN
96
Focus Financial Network
Minnesota
$221K +$12K +83 +5%
FHC
97
First Heartland Consultants
Missouri
$216K -$1.29M -8,951 -84%
SCA
98
Southern Capital Advisors
Tennessee
$211K +$1.16K +8 +0.5%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$210K -$46.2K -320 -17%
CBA
100
Coastal Bridge Advisors
Connecticut
$210K – – –
2 3
4
5 6

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.