iShares US Basic Materials ETF
203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 18 closing their positions.
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
16% more capital invested
Capital invested by funds: $318M → $368M (+$49.9M)
6.75% more ownership
Funds ownership: 46.98% → 53.73% (+6.7%)
6% more funds holding
Funds holding: 192 → 203 (+11)
42% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.36M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$2.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.79M |
| 5 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.06M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.92M |
| 3 |
Goldman Sachs
New York
|
-$5.84M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.8M |
IYM Hedge Fund Activity: Q4 2023 in Review
203 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2023, worth a combined $368M — up 16% from $318M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 39 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.7M. The largest seller was Susquehanna International Group, cutting an estimated $6.06M.
- 203 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2023, up from 192 in Q3 2023.
- Funds reported $368M of iShares US Basic Materials ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 35 funds opened new iShares US Basic Materials ETF positions in Q4 2023 and 18 closed out, a net change of +17 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $41.7M added.
- The largest iShares US Basic Materials ETF seller in Q4 2023 was Susquehanna International Group, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2023.