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iShares US Basic Materials ETF

130 hedge funds and large institutions have $190M invested in iShares US Basic Materials ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

7% more capital invested

Capital invested by funds: $177M → $190M (+$12.3M)

2% more funds holding

Funds holding: 127130 (+3)

1.04% more ownership

Funds ownership: 43.46%44.5% (+1%)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
24
Reduced
44
Closed
16
Calls
$411K
Puts
Net Calls
+$411K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Truvestments Capital
Florida
$27K +$26.9K +300 New
VFA
102
Valeo Financial Advisors
Indiana
$27K +$26.9K +300 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$25K -$30.4K -339 -55%
TA
104
TCG Advisors
Texas
$25K +$24.6K +274 New
BFEC
105
Benjamin F. Edwards & Company
Missouri
$24K
FCMT
106
Founders Capital Management (Texas)
Texas
$23K
William Blair & Company
107
William Blair & Company
Illinois
$21K -$17.1K -191 -46%
GRP
108
Global Retirement Partners
California
$21K
PA
109
Parallel Advisors
California
$21K
Barclays
110
Barclays
United Kingdom
$18K
CTC
111
Central Trust Company
Missouri
$16K -$33.1K -369 -68%
FRA
112
Front Row Advisors
California
$16K
IA
113
IFP Advisors
Florida
$14K -$63.6K -709 -82%
ASN
114
Advisory Services Network
Georgia
$14K +$180 +2 +1%
BBNA
115
Bremer Bank National Association
Minnesota
$12K +$11.2K +125 New
BlackRock
116
BlackRock
New York
$12K +$11.7K +130 New
HS
117
Horan Securities
United States
$10K +$9.87K +110 New
AIM
118
Anchor Investment Management
South Carolina
$9.6K
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
WCM
120
WealthBridge Capital Management
Ohio
$9K
JP Morgan Chase
121
JP Morgan Chase
New York
$7K
CFD
122
Creative Financial Designs
Indiana
$6K -$2.69K -30 -31%
TCM
123
Tradewinds Capital Management
Washington
$6K
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$5.76K
OSNBOA
125
Old Second National Bank of Aurora
Illinois
$5K

IYM Hedge Fund Activity: Q1 2019 in Review

130 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2019, worth a combined $190M — up 6.9% from $177M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IYM positions and 16 closed out — a net gain of 7 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was Osborn Williams & Donohoe, opening a new position worth an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $5.88M.

  • 130 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2019, up from 127 in Q4 2018.
  • Funds reported $190M of iShares US Basic Materials ETF stock for Q1 2019, up 6.9% quarter-over-quarter.
  • 23 funds opened new iShares US Basic Materials ETF positions in Q1 2019 and 16 closed out, a net change of +7 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2019 was Osborn Williams & Donohoe, an estimated $4.63M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2019 was Morgan Stanley, an estimated $5.88M sold.

Based on aggregated 13F filings for Q1 2019.