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iShares US Basic Materials ETF
IYM

Overview Fund Activity

142 hedge funds and large institutions have $418M invested in iShares US Basic Materials ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
42
Reduced
43
Closed
27
Calls
$2.68M
Puts
$2.87M
Net Calls
-$191K
Net Calls Change
+$1.45M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.2M
2
Citigroup
Citigroup
New York
$9.83M
3
LPL Financial
LPL Financial
California
$44.3M
4
NA
Navellier & Associates
Nevada
$6.56M
5
PAG
Private Advisor Group
New Jersey
$7.08M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$257K
2
Wells Fargo
Wells Fargo
California
$16.7M
3
Bank of America
Bank of America
North Carolina
$21.6M
4
PFA
Pinnacle Family Advisors
Missouri
$6.92M
5
TSS
Two Sigma Securities
New York
$883K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$15K +$15K +152 New
WEC
127
Winslow Evans & Crocker
Massachusetts
$12K – – –
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
AIM
129
Anchor Investment Management
South Carolina
$10.1K – – –
CFD
130
Creative Financial Designs
Indiana
$9K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$9K – – –
SWP
132
Strategic Wealth Partners
Ohio
$8K -$1.7M -17,887 -100%
KCPG
133
Kavar Capital Partners Group
Kansas
$7K +$7K +74 New
TCM
134
Tradewinds Capital Management
Washington
$6K – – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.28K – – –
OSNBOA
136
Old Second National Bank of Aurora
Illinois
$5K – – –
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
VIA
138
Vantage Investment Advisors
Pennsylvania
$4K – – –
MBT
139
Monroe Bank & Trust
Michigan
$2K – – –
WCM
140
Whitener Capital Management
North Carolina
$2K – – –
AIP
141
Ameritas Investment Partners
Nebraska
$2K – – –
MWM
142
MinichMacGregor Wealth Management
New York
$2K – – –
Allianz Asset Management
143
Allianz Asset Management
Germany
– -$2.86M -28,000 Closed
CWSR
144
Chessman Wealth Strategies RIA
Texas
– -$2.43M -23,801 Closed
CF
145
Copperwynd Financial
Arizona
– -$1.86M -18,162 Closed
BCM
146
Breiter Capital Management
Florida
– -$1.46M -14,287 Closed
FPCM
147
Financial Partners Capital Management
New York
– -$1.29M -12,665 Closed
Jane Street
148
Jane Street
New York
– -$1.2M -11,762 Closed
AIM
149
Advantage Investment Management
Iowa
– -$1.14M -11,117 Closed
GRP
150
Global Retirement Partners
California
– -$839K -8,212 Closed
3 4 5
6
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