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iShares US Basic Materials ETF
IYM

Overview Fund Activity

198 hedge funds and large institutions have $307M invested in iShares US Basic Materials ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 22 closing their positions.

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
62
Closed
22
Calls
$517K
Puts
$192K
Net Calls
+$325K
Net Calls Change
-$422K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.57M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.62M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.7M
2
Bank of America
2
Bank of America
North Carolina
$19.5M
3
Wells Fargo
3
Wells Fargo
California
$18.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
Realta Investment Advisors
Delaware
$41.4K +$41.4K +280 New
IA
152
IFP Advisors
Florida
$40.3K – – –
FCMT
153
Founders Capital Management (Texas)
Texas
$36.9K – – –
CTA
154
Colonial Trust Advisors
South Carolina
$34.9K – – –
MHR
155
Matthew Hamilton Rosenberg
$34K – – –
PA
156
Parallel Advisors
California
$34K – – –
William Blair & Company
157
William Blair & Company
Illinois
$33.5K +$1.77K +12 +6%
NRC
158
New Republic Capital
North Carolina
$32.1K -$5.47K -37 -15%
CFD
159
Creative Financial Designs
Indiana
$30.7K – – –
TCWA
160
Turtle Creek Wealth Advisors
Texas
$30.4K – – –
AWM
161
Avior Wealth Management
Nebraska
$27.3K +$27.3K +185 New
NS
162
NBC Securities
Alabama
$27K -$1.02K -7 -4%
CSC
163
Caldwell Sutter Capital
California
$26.6K – – –
AWM
164
Abound Wealth Management
Tennessee
$25.9K – – –
FRA
165
Front Row Advisors
California
$25.1K – – –
WIM
166
Westside Investment Management
California
$23.6K – – –
MWP
167
MYCIO Wealth Partners
Pennsylvania
$23.6K – – –
MIM
168
MTM Investment Management
South Carolina
$21.4K – – –
SIC
169
Salem Investment Counselors
North Carolina
$19.8K – – –
CTC
170
Central Trust Company
Missouri
$18.2K – – –
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$18K – – –
HI
172
Harbour Investments
Wisconsin
$16.8K – – –
CIAS
173
Capital Investment Advisory Services
North Carolina
$15.7K – – –
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.8K -$10.6K -72 -42%
HIA
175
Harbor Investment Advisory
Maryland
$14.8K – – –
5 6
7
8 9