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iShares US Basic Materials ETF
IYM

128 hedge funds and large institutions have $352M invested in iShares US Basic Materials ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.26M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less funds holding

Funds holding: 132 → 128 (-4)

3.61% less ownership

Funds ownership: 52.15% → 48.54% (-3.6%)

11% less capital invested

Capital invested by funds: $393M → $352M (-$41.4M)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
43
Reduced
34
Closed
19
Calls
$2.26M
Puts
$1.26M
Net Calls
+$1M
Net Calls Change
+$1.13M

Top Buyers

1
NPC
National Planning Corporation
California
+$6.18M
2
UCFA
United Capital Financial Advisors
Texas
+$5.8M
3
PFA
Pinnacle Family Advisors
Missouri
+$5.69M
4
Wells Fargo
Wells Fargo
California
+$5.11M
5
Morgan Stanley
Morgan Stanley
New York
+$3.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$62.7M
2
QA
Quantitative Advantage
Minnesota
-$9.43M
3
LPL Financial
LPL Financial
California
-$4.71M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.43M
5
GC
Grimes & Company
Massachusetts
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$2K – – –
MWM
127
MinichMacGregor Wealth Management
New York
$2K – – –
IWM
128
IHT Wealth Management
Illinois
$18 +$121K +1,363 +81%
QA
129
Quantitative Advantage
Minnesota
– -$9.43M -105,834 Closed
GC
130
Grimes & Company
Massachusetts
– -$3.37M -37,851 Closed
Capital Fund Management (CFM)
131
Capital Fund Management (CFM)
France
– -$3.13M -35,174 Closed
BFA
132
Beaumont Financial Advisors
Massachusetts
– -$2.75M -30,864 Closed
JMPWA
133
JP Morgan Private Wealth Advisors
California
– -$1.15M -12,848 Closed
IAA
134
Independent Advisor Alliance
North Carolina
– -$799K -8,985 Closed
CAM
135
Concorde Asset Management
Michigan
– -$456K -5,120 Closed
SS
136
Simplicity Solutions
Minnesota
– -$456K -5,120 Closed
BFG
137
Barber Financial Group
Kansas
– -$384K -4,310 Closed
SFS
138
Sowell Financial Services
Arkansas
– -$274K -3,094 Closed
BTS
139
BB&T Securities
Virginia
– -$222K -2,495 Closed
AP
140
Advisors Preferred
Maryland
– -$133 -1,492 Closed
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
– -$107K -1,195 Closed
FPS
142
Fieldpoint Private Securities
Connecticut
– -$94K -1,055 Closed
BKA
143
Brick & Kyle Associates
Pennsylvania
– -$18K -200 Closed
ASN
144
Advisory Services Network
Georgia
– -$14K -160 Closed
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
– -$14K -153 Closed
TC
146
Trust Company
Kansas
– -$3K -32 Closed
WP
147
WealthPLAN Partners
Nebraska
– -$1.78K -20 Closed
2 3 4 5
6

IYM Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2017, worth a combined $352M — down 11% from $393M a quarter earlier.

Fund positioning in IYM was balanced in Q2 2017: 19 funds opened new positions, 19 closed out, 43 added to existing stakes and 34 trimmed.

The largest buyer was National Planning Corporation, adding an estimated $6.18M. The largest seller was Bank of America, cutting an estimated $62.7M.

  • 128 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2017, down from 132 in Q1 2017.
  • Funds reported $352M of iShares US Basic Materials ETF stock for Q2 2017, down 11% quarter-over-quarter.
  • 19 funds opened new iShares US Basic Materials ETF positions in Q2 2017 and 19 closed out, a net change of 0 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2017 was National Planning Corporation, an estimated $6.18M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2017 was Bank of America, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2017.