iShares US Basic Materials ETF
124 hedge funds and large institutions have $314M invested in iShares US Basic Materials ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 58 reducing their positions, and 11 closing their positions.
30% more call options, than puts
Call options by funds: $2.62M | Put options by funds: $2.01M
0.77% less ownership
Funds ownership: 48.54% → 47.78% (-0.77%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
3% less funds holding
Funds holding: 128 → 124 (-4)
11% less capital invested
Capital invested by funds: $352M → $314M (-$37.4M)
48% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 58
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
SG Americas Securities
New York
|
+$6.08M |
| 2 |
Two Sigma Investments
New York
|
+$5.94M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$3.9M |
| 4 |
Morgan Stanley
New York
|
+$3.49M |
| 5 |
TSS
Two Sigma Securities
New York
|
+$2.99M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$15.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14M |
| 3 |
Goldman Sachs
New York
|
-$9.67M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$8.24M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$5.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
126
Cavalier Investments
Alpharetta,
Georgia
| – | -$1.26M | -14,087 | Closed |
|
|
MIAN
127
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$992K | -11,105 | Closed |
|
|
PSUF
128
People's United Financial
Bridgeport,
Connecticut
| – | -$648K | -7,260 | Closed |
|
|
HI
129
Hudock Inc
Williamsport,
Pennsylvania
| – | -$535K | -5,994 | Closed |
|
|
SI
130
Stephens Inc
Little Rock,
Arkansas
| – | -$529K | -5,921 | Closed |
|
|
AGM
131
Alpine Global Management
New York
| – | -$348K | -3,900 | Closed |
|
132
Creative Planning
Overland Park,
Kansas
| – | -$151K | -1,686 | Closed |
|
|
SF
133
Synovus Financial
Columbus,
Georgia
| – | -$102K | -1,148 | Closed |
|
|
DADC
134
D.A. Davidson & Co
Great Falls,
Montana
| – | -$8K | -100 | Closed |
|
|
MBT
135
Monroe Bank & Trust
Monroe,
Michigan
| – | -$3K | -28 | Closed |
|
IYM Hedge Fund Activity: Q3 2017 in Review
124 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2017, worth a combined $314M — down 11% from $352M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IYM and 10 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 30 added.
The largest buyer was SG Americas Securities, adding an estimated $6.08M. The largest seller was LPL Financial, cutting an estimated $15.7M.
- 124 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2017, down from 128 in Q2 2017.
- Funds reported $314M of iShares US Basic Materials ETF stock for Q3 2017, down 11% quarter-over-quarter.
- 10 funds opened new iShares US Basic Materials ETF positions in Q3 2017 and 11 closed out, a net change of -1 holder.
- The largest iShares US Basic Materials ETF buyer in Q3 2017 was SG Americas Securities, an estimated $6.08M added.
- The largest iShares US Basic Materials ETF seller in Q3 2017 was LPL Financial, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2017.