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iShares US Basic Materials ETF
IYM

Overview Fund Activity

191 hedge funds and large institutions have $317M invested in iShares US Basic Materials ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-11
Holders Change %
-5.45%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
33
Reduced
62
Closed
29
Calls
$771K
Puts
$291K
Net Calls
+$480K
Net Calls Change
-$1.17M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
2
FHC
2
First Heartland Consultants
Missouri
$4.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.48M
4
BCM
4
Brookstone Capital Management
Illinois
$2.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.72M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$606K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$357K
4
ASN
4
Advisory Services Network
Georgia
$1.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
151
Founders Capital Management (Texas)
Texas
$31.6K – – –
CTA
152
Colonial Trust Advisors
South Carolina
$29.8K – – –
PA
153
Parallel Advisors
California
$29.1K – – –
MHR
154
Matthew Hamilton Rosenberg
$29.1K – – –
CFD
155
Creative Financial Designs
Indiana
$26.2K – – –
William Blair & Company
156
William Blair & Company
Illinois
$25.7K +$15.3K +121 +146%
FFA
157
Fairfield Financial Advisors
Massachusetts
$24.4K +$1.26K +10 +5%
SWA
158
Sutton Wealth Advisors
Florida
$24K – – –
RIA
159
Realta Investment Advisors
Delaware
$23.9K -$13.3K -100 -36%
CSC
160
Caldwell Sutter Capital
California
$22.7K – – –
AWM
161
Abound Wealth Management
Tennessee
$22.2K – – –
FRA
162
Front Row Advisors
California
$21.6K – – –
MWP
163
MYCIO Wealth Partners
Pennsylvania
$20.2K – – –
WIM
164
Westside Investment Management
California
$20.2K – – –
MIM
165
MTM Investment Management
South Carolina
$18.3K – – –
SIC
166
Salem Investment Counselors
North Carolina
$17K – – –
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$16.7K +$16.7K +132 New
TFGT
168
TS Financial Group (TSFG)
Illinois
$16K – – –
CTC
169
Central Trust Company
Missouri
$15.5K – – –
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$15.4K -$13.6K -108 -47%
HI
171
Harbour Investments
Wisconsin
$14.4K – – –
CIAS
172
Capital Investment Advisory Services
North Carolina
$13.4K – – –
PFM
173
Phillips Financial Management
Indiana
$13.2K – – –
PTC
174
Private Trust Company
Ohio
$12.6K -$37K -293 -75%
HIA
175
Harbor Investment Advisory
Maryland
$12.6K – – –
5 6
7
8 9