IYM icon

iShares US Basic Materials ETF
IYM

Overview Fund Activity

198 hedge funds and large institutions have $307M invested in iShares US Basic Materials ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
62
Closed
22
Calls
$517K
Puts
$192K
Net Calls
+$325K
Net Calls Change
-$422K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.57M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.62M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.7M
2
Bank of America
2
Bank of America
North Carolina
$19.5M
3
Wells Fargo
3
Wells Fargo
California
$18.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cranbrook Wealth Management
Michigan
$145K – – –
NA
127
NewEdge Advisors
Louisiana
$123K -$1.48M -10,019 -92%
AF
128
Allworth Financial
California
$110K – – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$93K -$1.19K -8 -1%
GWSG
130
GPS Wealth Strategies Group
Colorado
$92.3K – – –
HIIFS
131
Harel Insurance Investments & Financial Services
Israel
$88K – – –
VL
132
Vima LLC
Michigan
$84.9K -$29.1K -220 -26%
WTC
133
WhitTier Trust Company
Nevada
$73.9K – – –
AEPWM
134
Atlantic Edge Private Wealth Management
Florida
$72.4K – – –
PB
135
Pinnacle Bancorp
Nebraska
$68.5K -$1.63K -11 -2%
Citigroup
136
Citigroup
New York
$65.8K -$178K -1,206 -73%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$64.6K – – –
MAWCM
138
Mine & Arao Wealth Creation & Management
California
$62.4K +$295 +2 +0.5%
FMB
139
Field & Main Bank
Kentucky
$60.6K – – –
US Bancorp
140
US Bancorp
Minnesota
$59.1K – – –
CA
141
CoreCap Advisors
Michigan
$55.7K +$55.7K +377 New
PCA
142
Providence Capital Advisors
North Carolina
$55.5K – – –
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K – – –
CT
144
Colonial Trust
South Carolina
$51.7K – – –
AIM
145
Anchor Investment Management
South Carolina
$48K – – –
WIA
146
Wetzel Investment Advisors
Indiana
$46.7K +$2.98K +21 +7%
ACA
147
Aptus Capital Advisors
Alabama
$45.4K -$13.7K -93 -23%
GWANC
148
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.4K -$13.7K -93 -23%
TC
149
Truvestments Capital
Florida
$44.3K – – –
GFPC
150
Global Financial Private Client
Florida
$43.6K – – –
4 5
6
7 8