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iShares US Basic Materials ETF
IYM

108 hedge funds and large institutions have $260M invested in iShares US Basic Materials ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

2% more funds holding

Funds holding: 106 → 108 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $263M → $260M (-$2.8M)

6.97% less ownership

Funds ownership: 50.53% → 43.55% (-7%)

63% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $3.53M

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
44
Reduced
31
Closed
9
Calls
$1.29M
Puts
$3.53M
Net Calls
-$2.24M
Net Calls Change
-$767K

Top Buyers

1
CB
Commerce Bank
Missouri
+$7.83M
2
FAAS
First Allied Advisory Services
California
+$4.58M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.55M
4
UCFA
United Capital Financial Advisors
Texas
+$4.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.2M

Top Sellers

1
LPL Financial
LPL Financial
California
-$21.8M
2
CI
Clal Insurance
Israel
-$19.7M
3
Goldman Sachs
Goldman Sachs
New York
-$4.8M
4
Morgan Stanley
Morgan Stanley
New York
-$3.73M
5
NPC
National Planning Corporation
California
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$5K +$4.76K +60 New
AP
102
Atwood & Palmer
Missouri
$5K +$5.39K +68 New
FFC
103
First Financial Corp
Indiana
$4K -$2.93K -37 -43%
OSNBOA
104
Old Second National Bank of Aurora
Illinois
$4K – – –
VIA
105
Vantage Investment Advisors
Pennsylvania
$4K – – –
HW
106
Hedeker Wealth
Illinois
$2.39K -$532K -6,714 -97%
AIP
107
Ameritas Investment Partners
Nebraska
$2K – – –
MWM
108
MinichMacGregor Wealth Management
New York
$2K – – –
Mariner
109
Mariner
Kansas
$2K +$2.06K +26 New
CI
110
Clal Insurance
Israel
– -$19.7M -259,677 Closed
NPC
111
National Planning Corporation
California
– -$2.89M -36,364 Closed
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
– -$832K -10,492 Closed
Jane Street
113
Jane Street
New York
– -$292K -3,681 Closed
WCF
114
West Coast Financial
California
– -$215K -2,835 Closed
BTS
115
BB&T Securities
Virginia
– -$202K -2,667 Closed
AP
116
Advisors Preferred
Maryland
– -$95K -1,247 Closed
ACM
117
Argentus Capital Management
Texas
– -$18K -241 Closed
CTC
118
Central Trust Company
Missouri
– -$5K -60 Closed
1 2 3 4
5

IYM Hedge Fund Activity: Q3 2016 in Review

108 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2016, worth a combined $260M — down 1.1% from $263M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYM positions and 9 closed out — a net gain of 5 holders — while 44 added to existing stakes and 31 trimmed.

The largest buyer was Commerce Bank, adding an estimated $7.83M. The largest seller was LPL Financial, cutting an estimated $21.8M.

  • 108 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2016, up from 106 in Q2 2016.
  • Funds reported $260M of iShares US Basic Materials ETF stock for Q3 2016, down 1.1% quarter-over-quarter.
  • 14 funds opened new iShares US Basic Materials ETF positions in Q3 2016 and 9 closed out, a net change of +5 holders.
  • The largest iShares US Basic Materials ETF buyer in Q3 2016 was Commerce Bank, an estimated $7.83M added.
  • The largest iShares US Basic Materials ETF seller in Q3 2016 was LPL Financial, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2016.