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iShares US Basic Materials ETF

200 hedge funds and large institutions have $366M invested in iShares US Basic Materials ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $287M → $366M (+$78.4M)

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

10% more funds holding

Funds holding: 181200 (+19)

4.53% more ownership

Funds ownership: 50.98%55.51% (+4.5%)

29% less call options, than puts

Call options by funds: $493K | Put options by funds: $693K

Holders
200
Holders Change
+19
Holders Change %
+10.5%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
56
Reduced
50
Closed
11
Calls
$493K
Puts
$693K
Net Calls
-$200K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$396K -$43.4K -293 -10%
Comerica Bank
77
Comerica Bank
Texas
$396K +$592 +4 +0.2%
FTS
78
Fifth Third Securities
Ohio
$395K -$283K -1,912 -43%
WANY
79
Wealthspire Advisors (New York)
New York
$395K +$230K +1,552 +153%
MWM
80
Mattern Wealth Management
Kansas
$376K -$8K -54 -2%
PIMG
81
Patriot Investment Management Group
Tennessee
$367K
AWA
82
Arkadios Wealth Advisors
Georgia
$361K -$15.1K -102 -4%
CCA
83
Conservest Capital Advisors
Pennsylvania
$356K
VCM
84
Vivaldi Capital Management
Illinois
$349K +$23.7K +160 +8%
LCG
85
Lakeshore Capital Group
Illinois
$348K -$3.26K -22 -1%
S
86
Sachetta
Massachusetts
$347K -$74.5K -503 -18%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$344K -$11K -74 -3%
LA
88
Legacy Advisors
Pennsylvania
$336K +$1.63K +11 +0.5%
SFPG
89
Stonebridge Financial Planning Group
Florida
$324K -$46.5K -314 -13%
CCFM
90
Clear Creek Financial Management
Washington
$324K
SG
91
StoneX Group
New York
$322K -$19.8K -134 -6%
QCM
92
Quantinno Capital Management
New York
$321K +$48.7K +329 +19%
OMC
93
Old Mission Capital
Illinois
$321K +$309K +2,087 New
NP
94
NorthRock Partners
Minnesota
$318K -$148 -1 -0%
CW
95
CreativeOne Wealth
Kansas
$316K +$68.1K +460 +29%
EFG
96
Ethos Financial Group
Pennsylvania
$314K
MFG
97
Magnus Financial Group
New York
$313K +$13.3K +90 +5%
VCM
98
Virtue Capital Management
Tennessee
$309K +$292K +1,972 New
MCM
99
MAI Capital Management
Ohio
$308K +$4.15K +28 +1%
RPGK
100
Retirement Planning Group (Kansas)
Kansas
$294K +$24.1K +163 +9%

IYM Hedge Fund Activity: Q4 2025 in Review

200 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2025, worth a combined $366M — up 27% from $287M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IYM positions and 11 closed out — a net gain of 20 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $69.2M. The largest seller was Citigroup, cutting an estimated $22.2M.

  • 200 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2025, up from 181 in Q3 2025.
  • Funds reported $366M of iShares US Basic Materials ETF stock for Q4 2025, up 27% quarter-over-quarter.
  • 31 funds opened new iShares US Basic Materials ETF positions in Q4 2025 and 11 closed out, a net change of +20 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2025 was Manulife (Manufacturers Life Insurance), an estimated $69.2M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2025 was Citigroup, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2025.