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iShares US Basic Materials ETF
IYM

Overview Fund Activity

203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
39
Reduced
67
Closed
17
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.67M
3
CW
3
Connectus Wealth
Ohio
$2.64M
4
Bank of America
4
Bank of America
North Carolina
$43.5M
5
WA
5
Wealthstar Advisors
Texas
$1.49M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$233K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.42M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
FHC
4
First Heartland Consultants
Missouri
$229K
5
RJA
5
Raymond James & Associates
Florida
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$201K 1,453 +1,453 New
GWM
127
Geneos Wealth Management
Colorado
$195K 1,412 – –
PS
128
Principal Securities
Iowa
$191K 1,382 +1,382 New
TRCT
129
Tower Research Capital (TRC)
New York
$190K 1,376 -5,891 -81%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$182K 1,319 +109 +9%
CF
131
Centaurus Financial
California
$165K 1,194 -57 -5%
MA
132
Montag & Associates
Georgia
$138K 1,000 – –
PSB
133
Piscataqua Savings Bank
New Hampshire
$137K 995 – –
CWM
134
Cranbrook Wealth Management
Michigan
$135K 980 – –
VL
135
Vima LLC
Michigan
$119K 861 +861 New
AF
136
Allworth Financial
California
$103K 744 -193 -21%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$88K 636 +86 +16%
GWSG
138
GPS Wealth Strategies Group
Colorado
$86.4K 625 – –
HIIFS
139
Harel Insurance Investments & Financial Services
Israel
$83K 598 – –
FWM
140
Focused Wealth Management
New York
$75.2K 544 – –
WTC
141
WhitTier Trust Company
Nevada
$69.1K 500 – –
AEPWM
142
Atlantic Edge Private Wealth Management
Florida
$67.7K 490 +490 New
PB
143
Pinnacle Bancorp
Nebraska
$65.6K 475 – –
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$60.4K 437 -8 -2%
MAWCM
145
Mine & Arao Wealth Creation & Management
California
$58.2K 421 +4 +1%
FMB
146
Field & Main Bank
Kentucky
$56.6K 410 – –
US Bancorp
147
US Bancorp
Minnesota
$55.3K 400 -300 -43%
GWANC
148
Guardian Wealth Advisors (North Carolina)
North Carolina
$55.3K 400 -167 -29%
ACA
149
Aptus Capital Advisors
Alabama
$55.3K 400 -167 -29%
PCA
150
Providence Capital Advisors
North Carolina
$51.9K 376 – –
4 5
6
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