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iShares US Basic Materials ETF

195 hedge funds and large institutions have $606M invested in iShares US Basic Materials ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $987K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

63% more capital invested

Capital invested by funds: $372M → $606M (+$234M)

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11.44% more ownership

Funds ownership: 49.35%60.78% (+11%)

10% more funds holding

Funds holding: 178195 (+17)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
50
Closed
18
Calls
$1.93M
Puts
$987K
Net Calls
+$947K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$98K -$22.7K -164 -20%
GWANC
152
Guardian Wealth Advisors (North Carolina)
North Carolina
$95K -$6.22K -45 -7%
ACA
153
Aptus Capital Advisors
Alabama
$95K +$1.52K +11 +2%
HIIFS
154
Harel Insurance Investments & Financial Services
Israel
$89K
US Bancorp
155
US Bancorp
Minnesota
$87K
FWM
156
Focused Wealth Management
New York
$81K
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$80K +$9.53K +69 +15%
William Blair & Company
158
William Blair & Company
Illinois
$77K +$38K +275 +115%
WTC
159
WhitTier Trust Company
Nevada
$75K
MAWCM
160
Mine & Arao Wealth Creation & Management
California
$75K +$138 +1 +0.2%
FMB
161
Field & Main Bank
Kentucky
$65K -$7.6K -55 -11%
PCA
162
Providence Capital Advisors
North Carolina
$56K
BC
163
Burleson & Co
California
$56K +$51.8K +375 New
PCG
164
Private Capital Group
Connecticut
$52K
AIM
165
Anchor Investment Management
South Carolina
$48.6K +$30.4K +220 +210%
OIA
166
Optimum Investment Advisors
Illinois
$48K
AWM
167
Abound Wealth Management
Tennessee
$47.3K +$19.3K +140 +80%
GFPC
168
Global Financial Private Client
Florida
$44.5K
PA
169
Parallel Advisors
California
$44K -$30.3K -219 -43%
FCMT
170
Founders Capital Management (Texas)
Texas
$35K
MHR
171
Matthew Hamilton Rosenberg
$34K
CFD
172
Creative Financial Designs
Indiana
$30K +$27.9K +202 New
SWA
173
Sutton Wealth Advisors
Florida
$28.4K +$26.2K +190 New
APA
174
American Portfolios Advisors
New York
$25.7K
FRA
175
Front Row Advisors
California
$25K

IYM Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2022, worth a combined $606M — up 63% from $372M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66M. The largest seller was Citigroup, cutting an estimated $54.2M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $606M of iShares US Basic Materials ETF stock for Q1 2022, up 63% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q1 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $66M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2022 was Citigroup, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2022.