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iShares US Basic Materials ETF
IYM

211 hedge funds and large institutions have $386M 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, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,444% more call options, than puts

Call options by funds: $636K | Put options by funds: $25K

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

8% more funds holding

Funds holding: 195 → 211 (+16)

3.23% less ownership

Funds ownership: 57.02% → 53.79% (-3.2%)

16% less capital invested

Capital invested by funds: $459M → $386M (-$73.7M)

50% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 78

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% 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
78
Closed
17
Calls
$636K
Puts
$25K
Net Calls
+$611K
Net Calls Change
+$264K

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$6.83M
2
OMC
Overbrook Management Corp
New York
+$1.57M
3
ODG
O'Dell Group
Ohio
+$1.41M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.1M
5
BCV
Banque Cantonale Vaudoise
Switzerland
+$972K

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$60.2M
2
Morgan Stanley
Morgan Stanley
New York
-$23.5M
3
MML Investors Services
MML Investors Services
Massachusetts
-$11.3M
4
Wells Fargo
Wells Fargo
California
-$9.75M
5
Bank of America
Bank of America
North Carolina
-$7.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
126
SSI Investment Management
California
$216K +$213K +1,729 New
SCA
127
Snowden Capital Advisors
New York
$215K +$212K +1,721 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$204K -$309K -2,511 -61%
SCA
129
Southern Capital Advisors
Tennessee
$203K +$200K +1,627 New
IWM
130
IHT Wealth Management
Illinois
$203K +$200K +1,625 New
CBA
131
Coastal Bridge Advisors
Connecticut
$201K +$198K +1,613 New
BCP
132
Blue Chip Partners
Michigan
$197K +$194K +1,580 New
CF
133
Centaurus Financial
California
$196K +$193K +1,570 New
FAM
134
Family Asset Management
South Carolina
$189K +$187K +1,517 New
IBOK
135
Independence Bank of Kentucky
Kentucky
$189K +$37.5K +305 +25%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$180K +$96.2K +782 +118%
GWM
137
Geneos Wealth Management
Colorado
$176K -$20.8K -169 -11%
CWM
138
Cranbrook Wealth Management
Michigan
$144K -$5.29K -43 -4%
AF
139
Allworth Financial
California
$140K -$17.6K -143 -11%
AF
140
Affiance Financial
Minnesota
$134K – – –
PSB
141
Piscataqua Savings Bank
New Hampshire
$127K – – –
MA
142
Montag & Associates
Georgia
$125K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$116K -$76.7K -624 -40%
William Blair & Company
144
William Blair & Company
Illinois
$106K – – –
EWA
145
EP Wealth Advisors
California
$105K +$103K +840 New
PTC
146
Private Trust Company
Ohio
$95K +$3.69K +30 +4%
US Bancorp
147
US Bancorp
Minnesota
$89K – – –
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$87.3K +$86.1K +700 New
ACA
149
Aptus Capital Advisors
Alabama
$82K – – –
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$82K – – –
4 5
6
7 8

IYM Hedge Fund Activity: Q4 2022 in Review

211 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2022, worth a combined $386M — down 16% from $459M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IYM positions and 17 closed out — a net gain of 22 holders — while 39 added to existing stakes and 78 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $6.83M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $60.2M sold.

  • 211 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2022, up from 195 in Q3 2022.
  • Funds reported $386M of iShares US Basic Materials ETF stock for Q4 2022, down 16% quarter-over-quarter.
  • 39 funds opened new iShares US Basic Materials ETF positions in Q4 2022 and 17 closed out, a net change of +22 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2022 was Prospera Financial Services, an estimated $6.83M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2022.