iShares US Basic Materials ETF
142 hedge funds and large institutions have $418M invested in iShares US Basic Materials ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 27 closing their positions.
4.98% more ownership
Funds ownership: 44.98% → 49.96% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 43
3% less capital invested
Capital invested by funds: $431M → $418M (-$12.4M)
7% less call options, than puts
Call options by funds: $2.68M | Put options by funds: $2.87M
4% less funds holding
Funds holding: 148 → 142 (-6)
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16M |
| 2 |
Citigroup
New York
|
+$10.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.4M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$6.2M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.41M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$4.35M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$3.6M |
IYM Hedge Fund Activity: Q1 2018 in Review
142 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2018, worth a combined $418M — down 2.9% from $431M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of IYM and 21 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $12.5M.
- 142 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2018, down from 148 in Q4 2017.
- Funds reported $418M of iShares US Basic Materials ETF stock for Q1 2018, down 2.9% quarter-over-quarter.
- 21 funds opened new iShares US Basic Materials ETF positions in Q1 2018 and 27 closed out, a net change of -6 holders.
- The largest iShares US Basic Materials ETF buyer in Q1 2018 was Morgan Stanley, an estimated $16M added.
- The largest iShares US Basic Materials ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $12.5M sold.
Based on aggregated 13F filings for Q1 2018.