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iShares US Basic Materials ETF

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 62.12%61.13% (-0.99%)

5% less funds holding

Funds holding: 187178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
151
Central Trust Company
Missouri
$16K
HI
152
Harbour Investments
Wisconsin
$14.3K
AIM
153
Anchor Investment Management
South Carolina
$13.6K
CFFP
154
Center for Financial Planning
Michigan
$13K
HIA
155
Harbor Investment Advisory
Maryland
$13K
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$12.2K
DCM
157
Davis Capital Management
Florida
$11.4K
AAG
158
Armstrong Advisory Group
Massachusetts
$10.3K
PTC
159
Private Trust Company
Ohio
$9.1K
William Blair & Company
160
William Blair & Company
Illinois
$7.58K -$58.5K -405 -87%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.13K -$43.3K -300 -85%
CFD
162
Creative Financial Designs
Indiana
$6.78K -$22.5K -156 -75%
AF
163
Advisornet Financial
Minnesota
$5.85K
CIAS
164
Capital Investment Advisory Services
North Carolina
$5.46K -$5.78K -40 -49%
Simplex Trading
165
Simplex Trading
Illinois
$5K +$5.78K +40 New
TFGT
166
TS Financial Group (TSFG)
Illinois
$4K
AIP
167
Ameritas Investment Partners
Nebraska
$3.9K
SC
168
SouthState Corp
Florida
$3.9K
SS
169
Sunbelt Securities
Texas
$3.57K
EF
170
Empowered Funds
Pennsylvania
$3.12K +$3.47K +24 New
ACA
171
Aptus Capital Advisors
Alabama
$2.6K
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.6K
OSNBOA
173
Old Second National Bank of Aurora
Illinois
$2.6K
HWM
174
HighMark Wealth Management
Minnesota
$796
FFA
175
Farther Finance Advisors
California
$390

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.