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iShares US Basic Materials ETF

195 hedge funds and large institutions have $606M invested in iShares US Basic Materials ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $987K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

63% more capital invested

Capital invested by funds: $372M → $606M (+$234M)

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11.44% more ownership

Funds ownership: 49.35%60.78% (+11%)

10% more funds holding

Funds holding: 178195 (+17)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
50
Closed
18
Calls
$1.93M
Puts
$987K
Net Calls
+$947K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$251K -$276 -2 -0.1%
CBA
127
Coastal Bridge Advisors
Connecticut
$241K
SCA
128
Southern Capital Advisors
Tennessee
$239K -$493K -3,566 -69%
Amundi
129
Amundi
France
$237K +$221K +1,600 New
COCM
130
Charter Oak Capital Management
New Hampshire
$229K +$5.11K +37 +2%
PPW
131
Pinnacle Private Wealth
Massachusetts
$229K +$211K +1,530 New
DWM
132
Dorchester Wealth Management
Quebec, Canada
$224K +$164K +1,185 New
Comerica Bank
133
Comerica Bank
Texas
$220K +$198K +1,433 New
CWM
134
Cranbrook Wealth Management
Michigan
$218K
KNW
135
Kesler Norman & Wride
Utah
$214K +$197K +1,429 New
Creative Planning
136
Creative Planning
Kansas
$212K +$196K +1,418 New
CWG
137
Crown Wealth Group
North Carolina
$202K +$186K +1,350 New
NL
138
NVWM LLC
Pennsylvania
$201K +$186K +1,343 New
FPS
139
Fieldpoint Private Securities
Connecticut
$177K +$2.76K +20 +2%
IBOK
140
Independence Bank of Kentucky
Kentucky
$170K +$12.4K +90 +9%
TIM
141
Tevis Investment Management
Texas
$167K -$27.5K -199 -15%
AF
142
Affiance Financial
Minnesota
$160K
TRCT
143
Tower Research Capital (TRC)
New York
$154K -$340K -2,462 -71%
PSB
144
Piscataqua Savings Bank
New Hampshire
$153K -$6.91K -50 -5%
BAM
145
Belpointe Asset Management
Nevada
$148K +$136K +987 New
EWA
146
EP Wealth Advisors
California
$141K +$130K +940 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$139K +$52.1K +377 +68%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$137K -$576K -4,172 -82%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$99K +$32K +232 +54%

IYM Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2022, worth a combined $606M — up 63% from $372M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66M. The largest seller was Citigroup, cutting an estimated $54.2M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $606M of iShares US Basic Materials ETF stock for Q1 2022, up 63% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q1 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $66M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2022 was Citigroup, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2022.