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iShares US Basic Materials ETF
IYM

Overview Fund Activity

191 hedge funds and large institutions have $317M invested in iShares US Basic Materials ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 29 closing their positions.

Holders
191
Holders Change
-11
Holders Change %
-5.45%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
33
Reduced
62
Closed
29
Calls
$771K
Puts
$291K
Net Calls
+$480K
Net Calls Change
-$1.17M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
2
FHC
2
First Heartland Consultants
Missouri
$4.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.48M
4
BCM
4
Brookstone Capital Management
Illinois
$2.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.72M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$606K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$357K
4
ASN
4
Advisory Services Network
Georgia
$1.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
101
Huntington National Bank
Ohio
– – – –
LA
102
Legacy Advisors
Pennsylvania
$266K 2,092 – –
SG
103
StoneX Group
New York
$261K 2,054 -2 -0.1%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$252K 1,995 -15,089 -88%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$252K 1,995 -574 -22%
MA
106
Mutual Advisors
Nebraska
$248K 1,959 -7,234 -79%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$233K 1,846 +1,846 New
SCA
108
Snowden Capital Advisors
New York
$229K 1,812 -20 -1%
KNW
109
Kesler Norman & Wride
Utah
$227K 1,793 +1,793 New
MCM
110
Magnolia Capital Management
New York
$224K 1,775 – –
RPGK
111
Retirement Planning Group (Kansas)
Kansas
$208K 1,646 +1,646 New
MCM
112
MAI Capital Management
Ohio
$206K 1,632 +1,632 New
CBA
113
Coastal Bridge Advisors
Connecticut
$204K 1,613 – –
TW
114
TrinityPoint Wealth
Connecticut
$202K 1,596 – –
BCP
115
Blue Chip Partners
Michigan
$201K 1,593 – –
GWM
116
Geneos Wealth Management
Colorado
$178K 1,412 – –
CF
117
Centaurus Financial
California
$158K 1,251 -15,964 -93%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$153K 1,210 +159 +15%
MA
119
Montag & Associates
Georgia
$127K 1,000 – –
NL
120
NVWM LLC
Pennsylvania
$127K 1,000 +600 +150%
PSB
121
Piscataqua Savings Bank
New Hampshire
$126K 995 – –
CWM
122
Cranbrook Wealth Management
Michigan
$124K 980 – –
PMAM
123
Picton Mahoney Asset Management
Ontario, Canada
$121K 960 +960 New
AF
124
Allworth Financial
California
$118K 937 – –
GJIA
125
Glass Jacobson Investment Advisors
Maryland
$88.4K 700 – –
3 4
5
6 7