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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BCP
126
Blue Chip Partners
Michigan
$212K 1,593 +7 +0.4%
SCA
127
Southern Capital Advisors
Tennessee
$211K 1,582 +6 +0.4%
SI
128
Stephens Inc
Arkansas
$209K 1,573 -574 -27%
GL
129
Graypoint LLC
New York
$204K 1,531 – –
GWM
130
Geneos Wealth Management
Colorado
$188K 1,412 – –
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$187K 1,408 -45 -3%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$140K 1,051 -367 -26%
MA
133
Montag & Associates
Georgia
$133K 1,000 – –
PSB
134
Piscataqua Savings Bank
New Hampshire
$132K 995 -25 -2%
CWM
135
Cranbrook Wealth Management
Michigan
$130K 980 -175 -15%
AF
136
Allworth Financial
California
$125K 937 -185 -16%
BAM
137
Bosun Asset Management
Illinois
$99.8K 750 +750 New
US Bancorp
138
US Bancorp
Minnesota
$93.1K 700 -13 -2%
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$93.1K 700 +700 New
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.4K 657 – –
ACA
141
Aptus Capital Advisors
Alabama
$87.4K 657 – –
GWSG
142
GPS Wealth Strategies Group
Colorado
$83.2K 625 – –
HIIFS
143
Harel Insurance Investments & Financial Services
Israel
$80K 598 – –
BWA
144
BDO Wealth Advisors
Florida
$77.3K 581 – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$73K 550 -71 -11%
FWM
146
Focused Wealth Management
New York
$72.4K 544 – –
WTC
147
WhitTier Trust Company
Nevada
$66.5K 500 – –
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$59.2K 445 – –
CA
149
Centerpoint Advisors
Massachusetts
$56K 422 – –
MAWCM
150
Mine & Arao Wealth Creation & Management
California
$55.4K 417 +2 +0.5%
4 5
6
7 8