iShares US Basic Materials ETF
132 hedge funds and large institutions have $393M invested in iShares US Basic Materials ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $349M → $393M (+$44.6M)
7% more funds holding
Funds holding: 123 → 132 (+9)
4.58% more ownership
Funds ownership: 47.57% → 52.15% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 44
18% less call options, than puts
Call options by funds: $607K | Put options by funds: $739K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.8M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$11M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.35M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.2M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$6.02M |
| 3 |
Morgan Stanley
New York
|
-$4.61M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.83M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$3.37M |
IYM Hedge Fund Activity: Q1 2017 in Review
132 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2017, worth a combined $393M — up 13% from $349M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYM positions and 12 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.
The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was Wells Fargo, cutting an estimated $6.2M.
- 132 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2017, up from 123 in Q4 2016.
- Funds reported $393M of iShares US Basic Materials ETF stock for Q1 2017, up 13% quarter-over-quarter.
- 24 funds opened new iShares US Basic Materials ETF positions in Q1 2017 and 12 closed out, a net change of +12 holders.
- The largest iShares US Basic Materials ETF buyer in Q1 2017 was Bank of America, an estimated $12.8M added.
- The largest iShares US Basic Materials ETF seller in Q1 2017 was Wells Fargo, an estimated $6.2M sold.
Based on aggregated 13F filings for Q1 2017.