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iShares US Basic Materials ETF
IYM

203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $318M → $368M (+$49.9M)

6.75% more ownership

Funds ownership: 46.98% → 53.73% (+6.7%)

6% more funds holding

Funds holding: 192 → 203 (+11)

42% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 67

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
39
Reduced
67
Closed
18
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$41.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.36M
3
CW
Connectus Wealth
Ohio
+$2.45M
4
Bank of America
Bank of America
North Carolina
+$1.79M
5
WA
Wealthstar Advisors
Texas
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.06M
2
MML Investors Services
MML Investors Services
Massachusetts
-$5.92M
3
Goldman Sachs
Goldman Sachs
New York
-$5.84M
4
FHC
First Heartland Consultants
Missouri
-$4.3M
5
RJA
Raymond James & Associates
Florida
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$51.6K – – –
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K -$128 -1 -0.3%
CT
153
Colonial Trust
South Carolina
$48.4K – – –
AIM
154
Anchor Investment Management
South Carolina
$44.9K – – –
FFA
155
Fairfield Financial Advisors
Massachusetts
$44.3K +$16.2K +126 +65%
AP
156
Advisors Preferred
Maryland
$43.6K – – –
WIA
157
Wetzel Investment Advisors
Indiana
$43K +$39.5K +308 New
TC
158
Truvestments Capital
Florida
$41.4K – – –
GFPC
159
Global Financial Private Client
Florida
$40.8K – – –
IA
160
IFP Advisors
Florida
$37.7K – – –
NRC
161
New Republic Capital
North Carolina
$35.1K – – –
FCMT
162
Founders Capital Management (Texas)
Texas
$34.5K – – –
CTA
163
Colonial Trust Advisors
South Carolina
$32.6K – – –
MHR
164
Matthew Hamilton Rosenberg
$31.8K – – –
PA
165
Parallel Advisors
California
$31.8K – – –
William Blair & Company
166
William Blair & Company
Illinois
$29.7K +$1.41K +11 +5%
CFD
167
Creative Financial Designs
Indiana
$28.7K +$128 +1 +0.5%
TCWA
168
Turtle Creek Wealth Advisors
Texas
$28.5K +$26.4K +206 New
NS
169
NBC Securities
Alabama
$26K -$19K -148 -44%
CSC
170
Caldwell Sutter Capital
California
$24.9K – – –
AWM
171
Abound Wealth Management
Tennessee
$24.3K – – –
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.7K -$25.7K -200 -54%
FRA
173
Front Row Advisors
California
$23.5K – – –
MWP
174
MYCIO Wealth Partners
Pennsylvania
$22.1K – – –
WIM
175
Westside Investment Management
California
$22.1K – – –
5 6
7
8 9

IYM Hedge Fund Activity: Q4 2023 in Review

203 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2023, worth a combined $368M — up 16% from $318M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 39 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.7M. The largest seller was Susquehanna International Group, cutting an estimated $6.06M.

  • 203 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2023, up from 192 in Q3 2023.
  • Funds reported $368M of iShares US Basic Materials ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q4 2023 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $41.7M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2023 was Susquehanna International Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2023.