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iShares US Basic Materials ETF
IYM

Overview Fund Activity

180 hedge funds and large institutions have $535M invested in iShares US Basic Materials ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
28
Increased
56
Reduced
48
Closed
24
Calls
$511K
Puts
$989K
Net Calls
-$478K
Net Calls Change
-$1.25M

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$36.4M
2
LPL Financial
2
LPL Financial
California
$44.2M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
4
PFG
4
Piershale Financial Group
Illinois
$16.2M
5
RFM
5
Royal Fund Management
Florida
$10.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.36M
2
BCM
2
Brookstone Capital Management
Illinois
$420K
3
SOMRS
3
State of Michigan Retirement System
Michigan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
PFA
5
Pinnacle Family Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
Truvestments Capital
Florida
$37K – – –
FCMT
152
Founders Capital Management (Texas)
Texas
$31K – – –
William Blair & Company
153
William Blair & Company
Illinois
$30K – – –
GI
154
Gradient Investments
Minnesota
$30K +$30K +240 New
TWA
155
TCI Wealth Advisors
Arizona
$30K +$30K +242 New
LWM
156
Liberty Wealth Management
California
$29K -$14.2K -115 -33%
MHR
157
Matthew Hamilton Rosenberg
$29K – – –
CFD
158
Creative Financial Designs
Indiana
$25K +$18.8K +151 +302%
FRA
159
Front Row Advisors
California
$21K – – –
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K +$8.57K +69 +69%
MWP
161
MYCIO Wealth Partners
Pennsylvania
$20K – – –
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$19K – – –
MIM
163
MTM Investment Management
South Carolina
$18K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$16K +$16K +126 New
APA
165
American Portfolios Advisors
New York
$15.1K +$5.99K +48 +66%
CTC
166
Central Trust Company
Missouri
$15K – – –
AIM
167
Anchor Investment Management
South Carolina
$13.1K – – –
CIAS
168
Capital Investment Advisory Services
North Carolina
$13K +$7.85K +64 +152%
TFS
169
TrustCore Financial Services
Tennessee
$12K -$12K -100 -50%
HIA
170
Harbor Investment Advisory
Maryland
$12K – – –
EVM
171
Eaton Vance Management
Massachusetts
$12K +$12K +97 New
AssetMark Inc
172
AssetMark Inc
California
$11K +$11K +86 New
TCM
173
Tradewinds Capital Management
Washington
$8K – – –
BU
174
BBVA USA
Alabama
$7K – – –
UFF
175
USA Financial Formulas
Michigan
$5K +$5K +38 New
5 6
7
8 9