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iShares US Basic Materials ETF
IYM

210 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.71M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more capital invested

Capital invested by funds: $386M → $408M (+$22.6M)

0% less funds holding

Funds holding: 211 → 210 (-1)

4.09% less ownership

Funds ownership: 53.79% → 49.7% (-4.1%)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
63
Reduced
52
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$6.53M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$6.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.94M
4
CAN
Cetera Advisor Networks
California
+$4.25M
5
MAP
Milestone Advisory Partners
North Carolina
+$3.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.66M
2
PFS
Prospera Financial Services
Texas
-$6.93M
3
Goldman Sachs
Goldman Sachs
New York
-$6.4M
4
CAM
Cresset Asset Management
Illinois
-$4.16M
5
Bank of America
Bank of America
North Carolina
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$394K +$395K +2,971 New
WCM
102
WealthBridge Capital Management
Ohio
$384K -$10.1K -76 -3%
WMP
103
Wealth Management Partners
Arizona
$373K -$24.7K -186 -6%
SF
104
Synovus Financial
Georgia
$370K +$931 +7 +0.3%
AHC
105
Adell Harriman & Carpenter
Texas
$368K – – –
VAFP
106
Vahanian & Associates Financial Planning
New York
$352K -$10.6K -80 -3%
HNB
107
Huntington National Bank
Ohio
$342K – – –
BB
108
Busey Bank
Illinois
$339K – – –
Mariner
109
Mariner
Kansas
$326K -$9.84K -74 -3%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$318K – – –
IBOK
111
Independence Bank of Kentucky
Kentucky
$316K +$116K +870 +57%
BPA
112
Beacon Pointe Advisors
California
$311K +$2.13K +16 +0.7%
SS
113
Sunbelt Securities
Texas
$290K +$51.8K +390 +21%
Jane Street
114
Jane Street
New York
$288K -$106K -798 -27%
SI
115
Stephens Inc
Arkansas
$285K -$51.4K -387 -15%
SC
116
Scotia Capital
Ontario, Canada
$278K +$38.5K +290 +16%
LA
117
Legacy Advisors
Pennsylvania
$276K +$931 +7 +0.3%
TW
118
TrinityPoint Wealth
Connecticut
$267K -$18.5K -139 -6%
FTS
119
Fifth Third Securities
Ohio
$258K -$52K -391 -17%
MA
120
Mutual Advisors
Nebraska
$254K -$55.2K -415 -18%
OC
121
Oppenheimer & Co
New York
$254K – – –
OCM
122
One Capital Management
California
$241K +$242K +1,817 New
MWM
123
MinichMacGregor Wealth Management
New York
$238K +$6.12K +46 +3%
MCM
124
Magnolia Capital Management
New York
$235K – – –
CA
125
Calton & Associates
Florida
$231K +$231K +1,740 New
3 4
5
6 7

IYM Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2023, worth a combined $408M — up 5.9% from $386M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYM positions and 24 closed out — a net gain of 6 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $6.53M. The largest seller was Royal Bank of Canada, cutting an estimated $9.66M.

  • 210 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2023, down from 211 in Q4 2022.
  • Funds reported $408M of iShares US Basic Materials ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 30 funds opened new iShares US Basic Materials ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2023 was SPC Financial Inc, an estimated $6.53M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2023.