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iShares US Basic Materials ETF
IYM

Overview Fund Activity

210 hedge funds and large institutions have $385M invested in iShares US Basic Materials ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 39 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
210
Holders Change
+16
Holders Change %
+8.25%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
39
Reduced
77
Closed
17
Calls
$636K
Puts
$25K
Net Calls
+$611K
Net Calls Change
+$264K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$6.93M
2
OMC
2
Overbrook Management Corp
New York
$1.59M
3
ODG
3
O'Dell Group
Ohio
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.7M
5
BCV
5
Banque Cantonale Vaudoise
Switzerland
$980K

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$37.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$7.95M
4
Wells Fargo
4
Wells Fargo
California
$23.7M
5
Bank of America
5
Bank of America
North Carolina
$41.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$215K 1,721 +1,721 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$204K 1,638 -2,511 -61%
SCA
128
Southern Capital Advisors
Tennessee
$203K 1,627 +1,627 New
IWM
129
IHT Wealth Management
Illinois
$203K 1,625 +1,625 New
CBA
130
Coastal Bridge Advisors
Connecticut
$201K 1,613 +1,613 New
BCP
131
Blue Chip Partners
Michigan
$197K 1,580 +1,580 New
CF
132
Centaurus Financial
California
$196K 1,570 +1,570 New
FAM
133
Family Asset Management
South Carolina
$189K 1,517 +1,517 New
IBOK
134
Independence Bank of Kentucky
Kentucky
$189K 1,515 +305 +25%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$180K 1,446 +782 +118%
GWM
136
Geneos Wealth Management
Colorado
$176K 1,412 -169 -11%
CWM
137
Cranbrook Wealth Management
Michigan
$144K 1,155 -43 -4%
AF
138
Allworth Financial
California
$140K 1,121 -143 -11%
AF
139
Affiance Financial
Minnesota
$134K 1,072 – –
PSB
140
Piscataqua Savings Bank
New Hampshire
$127K 1,020 – –
MA
141
Montag & Associates
Georgia
$125K 1,000 – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$116K 928 -624 -40%
William Blair & Company
143
William Blair & Company
Illinois
$106K 847 – –
EWA
144
EP Wealth Advisors
California
$105K 840 +840 New
PTC
145
Private Trust Company
Ohio
$95K 762 +30 +4%
US Bancorp
146
US Bancorp
Minnesota
$89K 713 – –
GJIA
147
Glass Jacobson Investment Advisors
Maryland
$87.3K 700 +700 New
ACA
148
Aptus Capital Advisors
Alabama
$82K 657 – –
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$82K 657 – –
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$75K 598 – –
4 5
6
7 8