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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
101
Mariner
Kansas
$391K 2,940 +481 +20%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$379K 2,851 -6,106 -68%
WCM
103
WealthBridge Capital Management
Ohio
$375K 2,822 -79 -3%
WMP
104
Wealth Management Partners
Arizona
$369K 2,777 -37 -1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$352K 2,645 -1,517 -36%
VAFP
106
Vahanian & Associates Financial Planning
New York
$348K 2,616 -40 -2%
AHC
107
Adell Harriman & Carpenter
Texas
$346K 2,587 -192 -7%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$342K 2,569 -2,319 -47%
BB
109
Busey Bank
Illinois
$340K 2,556 – –
BPA
110
Beacon Pointe Advisors
California
$339K 2,545 +198 +8%
Two Sigma Investments
111
Two Sigma Investments
New York
$333K 2,500 +2,500 New
IBOK
112
Independence Bank of Kentucky
Kentucky
$322K 2,423 +38 +2%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$316K 2,375 -30 -1%
SF
114
Synovus Financial
Georgia
$310K 2,329 -460 -16%
SS
115
Sunbelt Securities
Texas
$306K 2,302 +80 +4%
HNB
116
Huntington National Bank
Ohio
– – – –
BSG
117
Black Swift Group
Colorado
$286K 2,150 +2,150 New
AWS
118
Aspen Wealth Strategies
Colorado
$279K 2,098 +2,098 New
LA
119
Legacy Advisors
Pennsylvania
$278K 2,092 +8 +0.4%
SG
120
StoneX Group
New York
$274K 2,056 -2,573 -56%
SPC
121
Sigma Planning Corp
Michigan
$271K 2,037 +2,037 New
SCA
122
Snowden Capital Advisors
New York
$244K 1,832 +113 +7%
MCM
123
Magnolia Capital Management
New York
$236K 1,775 – –
CBA
124
Coastal Bridge Advisors
Connecticut
$215K 1,613 – –
TW
125
TrinityPoint Wealth
Connecticut
$212K 1,596 -422 -21%
3 4
5
6 7