iShares US Basic Materials ETF
148 hedge funds and large institutions have $431M invested in iShares US Basic Materials ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more capital invested
Capital invested by funds: $314M → $431M (+$116M)
19% more funds holding
Funds holding: 124 → 148 (+24)
8% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 40
2.8% less ownership
Funds ownership: 47.78% → 44.98% (-2.8%)
54% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $3.02M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$33.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19.1M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$17.3M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$9.86M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.51M |
Top Sellers
| 1 |
Two Sigma Investments
New York
|
-$6.48M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$6.33M |
| 3 |
SG Americas Securities
New York
|
-$6.24M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.23M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
151
Virtu Financial
New York
| – | -$1.96M | -20,447 | Closed |
|
152
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.22M | -12,298 | Closed |
|
|
FA
153
FDx Advisors
Chicago,
Illinois
| – | -$376K | -3,928 | Closed |
|
|
GT
154
Glenview Trust
Louisville,
Kentucky
| – | -$217K | -2,261 | Closed |
|
|
BFEC
155
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$106K | -1,110 | Closed |
|
156
Barclays
London,
United Kingdom
| – | -$39.6K | -399 | Closed |
|
|
BF
157
BOK Financial
Tulsa,
Oklahoma
| – | -$13K | -140 | Closed |
|
IYM Hedge Fund Activity: Q4 2017 in Review
148 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2017, worth a combined $431M — up 37% from $314M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IYM positions and 9 closed out — a net gain of 24 holders — while 43 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $33.8M. The largest seller was Two Sigma Investments, cutting an estimated $6.48M.
- 148 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2017, up from 124 in Q3 2017.
- Funds reported $431M of iShares US Basic Materials ETF stock for Q4 2017, up 37% quarter-over-quarter.
- 33 funds opened new iShares US Basic Materials ETF positions in Q4 2017 and 9 closed out, a net change of +24 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2017 was LPL Financial, an estimated $33.8M added.
- The largest iShares US Basic Materials ETF seller in Q4 2017 was Two Sigma Investments, an estimated $6.48M sold.
Based on aggregated 13F filings for Q4 2017.