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iShares US Basic Materials ETF
IYM

132 hedge funds and large institutions have $165M invested in iShares US Basic Materials ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

11% more funds holding

Funds holding: 119 → 132 (+13)

1.37% more ownership

Funds ownership: 44.86% → 46.23% (+1.4%)

2% less capital invested

Capital invested by funds: $168M → $165M (-$2.54M)

38% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 37

Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
23
Reduced
37
Closed
14
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
-$1.47M

Top Buyers

Rank Fund Capital Flow
1
QA
Quantitative Advantage
Minnesota
+$4.34M
2
FEM
Fulcrum Equity Management
Texas
+$3.75M
3
Bank of America
Bank of America
North Carolina
+$2.7M
4
NA
Navellier & Associates
Nevada
+$1.96M
5
CG
Cutler Group
California
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
-$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.67M
3
OWD
Osborn Williams & Donohoe
Ohio
-$1.67M
4
VF
Virtu Financial
New York
-$1.26M
5
BCM
Barometer Capital Management
Ontario, Canada
-$960K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
101
Private Capital Group
Connecticut
$34K -$14.1K -150 -30%
LWM
102
Liberty Wealth Management
California
$34K – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$32K +$94 +1 +0.3%
OIA
104
Optimum Investment Advisors
Illinois
$31K – – –
VFA
105
Valeo Financial Advisors
Indiana
$29K – – –
GFPC
106
Global Financial Private Client
Florida
$28.9K +$27.7K +295 New
SFG
107
Sowa Financial Group
Rhode Island
$25K +$23.8K +253 New
FCMT
108
Founders Capital Management (Texas)
Texas
$24K – – –
William Blair & Company
109
William Blair & Company
Illinois
$24K – – –
PA
110
Parallel Advisors
California
$23K – – –
CTC
111
Central Trust Company
Missouri
$17K – – –
FRA
112
Front Row Advisors
California
$17K – – –
ASN
113
Advisory Services Network
Georgia
$15K – – –
BlackRock
114
BlackRock
New York
$13K – – –
LWA
115
Lowe Wealth Advisors
Maryland
$11K +$10.5K +112 New
AIM
116
Anchor Investment Management
South Carolina
$10.3K – – –
LWANC
117
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
HIA
118
Harbor Investment Advisory
Maryland
$10K +$9.39K +100 New
FCB
119
First Command Bank
Texas
$10K +$9.87K +105 New
FCFS
120
First Command Financial Services
Texas
$10K +$9.87K +105 New
SPIA
121
Steward Partners Investment Advisory
New York
$9K – – –
TCM
122
Tradewinds Capital Management
Washington
$7K – – –
CAL
123
Capital Analysts LLC
Pennsylvania
$6K – – –
BFEC
124
Benjamin F. Edwards & Company
Missouri
$6K +$5.92K +63 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.38K – – –
2 3 4
5
6

IYM Hedge Fund Activity: Q4 2019 in Review

132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2019, worth a combined $165M — down 1.5% from $168M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYM positions and 14 closed out — a net gain of 14 holders — while 23 added to existing stakes and 37 trimmed.

The largest buyer was Quantitative Advantage, opening a new position worth an estimated $4.34M. The largest seller was Commerce Bank, cutting an estimated $27.7M.

  • 132 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2019, up from 119 in Q3 2019.
  • Funds reported $165M of iShares US Basic Materials ETF stock for Q4 2019, down 1.5% quarter-over-quarter.
  • 28 funds opened new iShares US Basic Materials ETF positions in Q4 2019 and 14 closed out, a net change of +14 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2019 was Quantitative Advantage, an estimated $4.34M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2019 was Commerce Bank, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2019.