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iShares US Basic Materials ETF
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Overview Fund Activity

209 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
63
Reduced
51
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$19.5M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$6.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.53M
4
CAN
4
Cetera Advisor Networks
California
$5.28M
5
MAP
5
Milestone Advisory Partners
North Carolina
$3.72M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.4M
2
PFS
2
Prospera Financial Services
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$8.61M
4
CAM
4
Cresset Asset Management
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$228K -$265 -2 -0.1%
CBA
127
Coastal Bridge Advisors
Connecticut
$214K – – –
BCP
128
Blue Chip Partners
Michigan
$210K +$795 +6 +0.4%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$210K -$6.75K -51 -3%
HIS
130
Harvest Investment Services
Illinois
$210K +$210K +1,581 New
SCA
131
Southern Capital Advisors
Tennessee
$209K -$6.76K -51 -3%
GL
132
Graypoint LLC
New York
$203K +$203K +1,531 New
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$193K +$143K +1,078 +287%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$188K +$64.9K +490 +53%
GWM
135
Geneos Wealth Management
Colorado
$187K – – –
CWM
136
Cranbrook Wealth Management
Michigan
$153K – – –
AF
137
Allworth Financial
California
$149K +$132 +1 +0.1%
PSB
138
Piscataqua Savings Bank
New Hampshire
$135K – – –
MA
139
Montag & Associates
Georgia
$133K – – –
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$131K -$61K -460 -32%
AAS
141
Ameritas Advisory Services
Nebraska
$117K +$117K +885 New
William Blair & Company
142
William Blair & Company
Illinois
$112K +$132 +1 +0.1%
PTC
143
Private Trust Company
Ohio
$101K – – –
US Bancorp
144
US Bancorp
Minnesota
$94.5K – – –
BFEC
145
Benjamin F. Edwards & Company
Missouri
$91K +$91K +689 New
ACA
146
Aptus Capital Advisors
Alabama
$87.1K – – –
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.1K – – –
GWSG
148
GPS Wealth Strategies Group
Colorado
$82.8K +$82.8K +625 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$82K +$9.38K +71 +13%
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$79K – – –
4 5
6
7 8