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iShares US Basic Materials ETF

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 62.12%61.13% (-0.99%)

5% less funds holding

Funds holding: 187178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
126
Colonial Trust
South Carolina
$45.5K
FFA
127
Fairfield Financial Advisors
Massachusetts
$42.3K +$144 +1 +0.3%
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$41.8K +$46.5K +322 New
BF
129
BOK Financial
Oklahoma
$39.5K
GFPC
130
Global Financial Private Client
Florida
$38.3K
FCMT
131
Founders Capital Management (Texas)
Texas
$32.5K
CA
132
CoreCap Advisors
Michigan
$31.1K -$21.4K -148 -38%
CTA
133
Colonial Trust Advisors
South Carolina
$30.7K
MHR
134
Matthew Hamilton Rosenberg
$29.9K
PA
135
Parallel Advisors
California
$29.9K
BTD
136
BankPlus Trust Department
Mississippi
$27.8K +$30.9K +214 New
NA
137
NewEdge Advisors
Louisiana
$27.4K
NRC
138
New Republic Capital
North Carolina
$23.4K -$5.35K -37 -17%
CSC
139
Caldwell Sutter Capital
California
$23.4K
AWM
140
Abound Wealth Management
Tennessee
$22.8K
WSFS
141
Wilmington Savings Fund Society
Delaware
$22.3K
FRA
142
Front Row Advisors
California
$22.1K
MWP
143
MYCIO Wealth Partners
Pennsylvania
$20.8K
WIM
144
Westside Investment Management
California
$20.8K
FLP
145
Financial Life Planners
Arizona
$19.2K +$21.4K +148 New
MIM
146
MTM Investment Management
South Carolina
$18.8K
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.3K +$144 +1 +0.7%
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.2K +$5.78K +40 +40%
SIC
149
Salem Investment Counselors
North Carolina
$17.4K
1IA
150
1620 Investment Advisors
Massachusetts
$16.9K

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.