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iShares US Basic Materials ETF
IYM

128 hedge funds and large institutions have $352M invested in iShares US Basic Materials ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.26M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less funds holding

Funds holding: 132 → 128 (-4)

3.61% less ownership

Funds ownership: 52.15% → 48.54% (-3.6%)

11% less capital invested

Capital invested by funds: $393M → $352M (-$41.4M)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
43
Reduced
34
Closed
19
Calls
$2.26M
Puts
$1.26M
Net Calls
+$1M
Net Calls Change
+$1.13M

Top Buyers

1
NPC
National Planning Corporation
California
+$6.18M
2
UCFA
United Capital Financial Advisors
Texas
+$5.8M
3
PFA
Pinnacle Family Advisors
Missouri
+$5.69M
4
Wells Fargo
Wells Fargo
California
+$5.11M
5
Morgan Stanley
Morgan Stanley
New York
+$3.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$62.7M
2
QA
Quantitative Advantage
Minnesota
-$9.43M
3
LPL Financial
LPL Financial
California
-$4.71M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.43M
5
GC
Grimes & Company
Massachusetts
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
101
Harel Insurance Investments & Financial Services
Israel
$89K – – –
AssetMark Inc
102
AssetMark Inc
California
$61K +$59.7K +672 +9,600%
JP Morgan Chase
103
JP Morgan Chase
New York
$59K +$48.4K +545 +474%
FWM
104
Focused Wealth Management
New York
$49K – – –
CFD
105
Creative Financial Designs
Indiana
$45K +$14.4K +162 +48%
MFW
106
Mosaic Family Wealth
Missouri
$33K – – –
KF
107
Krilogy Financial
Missouri
$27K – – –
ACM
108
AlphaStar Capital Management
North Carolina
$25K +$25.1K +283 New
FCMT
109
Founders Capital Management (Texas)
Texas
$22K – – –
PA
110
Parallel Advisors
California
$21K – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$14K +$2.58K +29 +23%
WEC
112
Winslow Evans & Crocker
Massachusetts
$11.2K -$89 -1 -0.8%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$11.2K – – –
VIA
114
Vantage Investment Advisors
Pennsylvania
$10K +$6.22K +70 +156%
AIM
115
Anchor Investment Management
South Carolina
$9.38K – – –
WA
116
WFG Advisors
Texas
$9K – – –
DADC
117
D.A. Davidson & Co
Montana
$8K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$8K – – –
Barclays
119
Barclays
United Kingdom
$7K +$6.58K +74 New
TCM
120
Tradewinds Capital Management
Washington
$6K – – –
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$4.89K +55 New
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.91K +$4.89K +55 New
OSNBOA
123
Old Second National Bank of Aurora
Illinois
$4K – – –
BWM
124
Baystate Wealth Management
Massachusetts
$3K – – –
MBT
125
Monroe Bank & Trust
Michigan
$3K – – –
2 3 4
5
6

IYM Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2017, worth a combined $352M — down 11% from $393M a quarter earlier.

Fund positioning in IYM was balanced in Q2 2017: 19 funds opened new positions, 19 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was National Planning Corporation, adding an estimated $6.18M. The largest seller was Bank of America, cutting an estimated $62.7M.

  • 128 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2017, down from 132 in Q1 2017.
  • Funds reported $352M of iShares US Basic Materials ETF stock for Q2 2017, down 11% quarter-over-quarter.
  • 19 funds opened new iShares US Basic Materials ETF positions in Q2 2017 and 19 closed out, a net change of 0 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2017 was National Planning Corporation, an estimated $6.18M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2017 was Bank of America, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2017.