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iShares US Basic Materials ETF
IYM

172 hedge funds and large institutions have $518M invested in iShares US Basic Materials ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 8

469% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $578K

229% more capital invested

Capital invested by funds: $157M → $518M (+$361M)

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

35% more funds holding

Funds holding: 127 → 172 (+45)

19.07% more ownership

Funds ownership: 38.74% → 57.8% (+19%)

Holders
172
Holders Change
+45
Holders Change %
+35.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
56
Increased
49
Reduced
22
Closed
8
Calls
$3.29M
Puts
$578K
Net Calls
+$2.71M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$38.9M
2
BCM
Brookstone Capital Management
Illinois
+$34.7M
3
FI
FormulaFolio Investments
Michigan
+$32.4M
4
PFG
Piershale Financial Group
Illinois
+$19.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$3.71M
2
PFA
Pinnacle Family Advisors
Missouri
-$1.78M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.38M
4
PMG
ProVise Management Group
Florida
-$445K
5
AW
ACG Wealth
Georgia
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
101
Independent Advisor Alliance
North Carolina
$284K – – –
AAS
102
Avantax Advisory Services
Texas
$266K -$121K -1,132 -32%
TSS
103
Two Sigma Securities
New York
$248K +$233K +2,189 New
JWCA
104
J.W. Cole Advisors
Florida
$247K +$232K +2,177 New
BAM
105
Belpointe Asset Management
Nevada
$245K +$230K +2,160 New
OC
106
Oppenheimer & Co
New York
$235K – – –
CWM
107
Cranbrook Wealth Management
Michigan
$231K – – –
LA
108
Legacy Advisors
Pennsylvania
$227K +$213K +2,000 New
HW
109
Hedeker Wealth
Illinois
$222K +$209K +1,965 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$220K +$42.9K +403 +26%
SF
111
Synovus Financial
Georgia
$218K +$204K +1,912 New
PSUF
112
People's United Financial
Connecticut
$208K +$195K +1,835 New
NP
113
NorthRock Partners
Minnesota
$204K +$191K +1,797 New
SIM
114
SSI Investment Management
California
$200K +$188K +1,762 New
BWA
115
BDO Wealth Advisors
Florida
$183K -$21.3K -200 -11%
COCM
116
Charter Oak Capital Management
New Hampshire
$156K +$147K +1,378 New
AF
117
Affiance Financial
Minnesota
$122K – – –
IBOK
118
Independence Bank of Kentucky
Kentucky
$121K -$1.6K -15 -1%
FPS
119
Fieldpoint Private Securities
Connecticut
$109K +$103K +965 New
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$103K +$47.7K +448 +97%
EWA
121
EP Wealth Advisors
California
$101K +$94.8K +890 New
S
122
SignatureFD
Georgia
$92K – – –
SFPG
123
Stonebridge Financial Planning Group
Florida
$86K – – –
US Bancorp
124
US Bancorp
Minnesota
$86K – – –
Citigroup
125
Citigroup
New York
$77K +$1.17K +11 +2%
3 4
5
6 7

IYM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2020, worth a combined $518M — up 229% from $157M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYM positions and 8 closed out — a net gain of 48 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.9M. The largest seller was Barings, cutting an estimated $3.71M.

  • 172 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $518M of iShares US Basic Materials ETF stock for Q4 2020, up 229% quarter-over-quarter.
  • 56 funds opened new iShares US Basic Materials ETF positions in Q4 2020 and 8 closed out, a net change of +48 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2020 was Barber Financial Group, an estimated $38.9M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2020 was Barings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2020.