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iShares US Basic Materials ETF
IYM

172 hedge funds and large institutions have $518M invested in iShares US Basic Materials ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 8

469% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $578K

229% more capital invested

Capital invested by funds: $157M → $518M (+$361M)

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

35% more funds holding

Funds holding: 127 → 172 (+45)

19.07% more ownership

Funds ownership: 38.74% → 57.8% (+19%)

Holders
172
Holders Change
+45
Holders Change %
+35.43%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.12%
New
56
Increased
49
Reduced
22
Closed
8
Calls
$3.29M
Puts
$578K
Net Calls
+$2.71M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$38.9M
2
BCM
Brookstone Capital Management
Illinois
+$34.7M
3
FI
FormulaFolio Investments
Michigan
+$32.4M
4
PFG
Piershale Financial Group
Illinois
+$19.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.8M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$3.71M
2
PFA
Pinnacle Family Advisors
Missouri
-$1.78M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$1.38M
4
PMG
ProVise Management Group
Florida
-$445K
5
AW
ACG Wealth
Georgia
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
151
MYCIO Wealth Partners
Pennsylvania
$18K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$17K +$14.2K +133 +887%
APA
153
American Portfolios Advisors
New York
$16.4K +$2.56K +24 +20%
MIM
154
MTM Investment Management
South Carolina
$16K +$15.4K +145 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$15K +$107 +1 +0.8%
IAIM
156
International Assets Investment Management
Florida
$15K +$14K +131 New
WEC
157
Winslow Evans & Crocker
Massachusetts
$14K +$12.8K +120 New
AIM
158
Anchor Investment Management
South Carolina
$11.9K – – –
HIA
159
Harbor Investment Advisory
Maryland
$11K – – –
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$9K – – –
TCM
162
Tradewinds Capital Management
Washington
$8K – – –
UFF
163
USA Financial Formulas
Michigan
$7K +$2.98K +28 +93%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.23K – – –
BC
165
Belmont Capital
California
$6K – – –
OSNBOA
166
Old Second National Bank of Aurora
Illinois
$6K – – –
OIM
167
Oder Investment Management
California
$6K +$5.75K +54 New
PS
168
Planned Solutions
California
$4K – – –
AIP
169
Ameritas Investment Partners
Nebraska
$3K – – –
SC
170
SouthState Corp
Florida
$3K – – –
MCC
171
Money Concepts Capital
Florida
$3K +$2.98K +28 New
JP Morgan Chase
172
JP Morgan Chase
New York
$3K +$3.19K +30 New
Allianz Asset Management
173
Allianz Asset Management
Germany
– -$1.38M -13,925 Closed
PMG
174
ProVise Management Group
Florida
– -$445K -4,507 Closed
FWCM
175
Ferguson Wellman Capital Management
Oregon
– -$204K -2,070 Closed
4 5 6
7
8

IYM Hedge Fund Activity: Q4 2020 in Review

172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2020, worth a combined $518M — up 229% from $157M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IYM positions and 8 closed out — a net gain of 48 holders — while 49 added to existing stakes and 22 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.9M. The largest seller was Barings, cutting an estimated $3.71M.

  • 172 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $518M of iShares US Basic Materials ETF stock for Q4 2020, up 229% quarter-over-quarter.
  • 56 funds opened new iShares US Basic Materials ETF positions in Q4 2020 and 8 closed out, a net change of +48 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2020 was Barber Financial Group, an estimated $38.9M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2020 was Barings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2020.