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iShares US Basic Materials ETF
IYM

Overview Fund Activity

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 17 closing their positions.

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
2.98%
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
17
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.67M
3
CW
3
Connectus Wealth
Ohio
$2.64M
4
Bank of America
4
Bank of America
North Carolina
$43.5M
5
WA
5
Wealthstar Advisors
Texas
$1.49M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$233K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.42M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
FHC
4
First Heartland Consultants
Missouri
$229K
5
RJA
5
Raymond James & Associates
Florida
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$51.6K 375 – –
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K 356 -1 -0.3%
CT
153
Colonial Trust
South Carolina
$48.4K 350 – –
AIM
154
Anchor Investment Management
South Carolina
$44.9K 325 – –
FFA
155
Fairfield Financial Advisors
Massachusetts
$44.3K 320 +126 +65%
AP
156
Advisors Preferred
Maryland
$43.6K 316 – –
WIA
157
Wetzel Investment Advisors
Indiana
$43K 308 +308 New
TC
158
Truvestments Capital
Florida
$41.4K 300 – –
GFPC
159
Global Financial Private Client
Florida
$40.8K 295 – –
IA
160
IFP Advisors
Florida
$37.7K 273 – –
NRC
161
New Republic Capital
North Carolina
$35.1K 254 – –
FCMT
162
Founders Capital Management (Texas)
Texas
$34.5K 250 – –
CTA
163
Colonial Trust Advisors
South Carolina
$32.6K 236 – –
MHR
164
Matthew Hamilton Rosenberg
$31.8K 230 – –
PA
165
Parallel Advisors
California
$31.8K 230 – –
William Blair & Company
166
William Blair & Company
Illinois
$29.7K 215 +11 +5%
CFD
167
Creative Financial Designs
Indiana
$28.7K 208 +1 +0.5%
TCWA
168
Turtle Creek Wealth Advisors
Texas
$28.5K 206 +206 New
NS
169
NBC Securities
Alabama
$26K 192 -148 -44%
CSC
170
Caldwell Sutter Capital
California
$24.9K 180 – –
AWM
171
Abound Wealth Management
Tennessee
$24.3K 176 – –
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.7K 172 -200 -54%
FRA
173
Front Row Advisors
California
$23.5K 170 – –
MWP
174
MYCIO Wealth Partners
Pennsylvania
$22.1K 160 – –
WIM
175
Westside Investment Management
California
$22.1K 160 – –
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7
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