iShares US Basic Materials ETF
172 hedge funds and large institutions have $518M invested in iShares US Basic Materials ETF in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.
600% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 8
469% more call options, than puts
Call options by funds: $3.29M | Put options by funds: $578K
229% more capital invested
Capital invested by funds: $157M → $518M (+$361M)
123% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 22
35% more funds holding
Funds holding: 127 → 172 (+45)
19.07% more ownership
Funds ownership: 38.74% → 57.8% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$38.9M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$34.7M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$32.4M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$19.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
-$3.71M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$1.78M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.38M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$445K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$229K |
IYM Hedge Fund Activity: Q4 2020 in Review
172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2020, worth a combined $518M — up 229% from $157M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IYM positions and 8 closed out — a net gain of 48 holders — while 49 added to existing stakes and 22 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.9M. The largest seller was Barings, cutting an estimated $3.71M.
- 172 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2020, up from 127 in Q3 2020.
- Funds reported $518M of iShares US Basic Materials ETF stock for Q4 2020, up 229% quarter-over-quarter.
- 56 funds opened new iShares US Basic Materials ETF positions in Q4 2020 and 8 closed out, a net change of +48 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2020 was Barber Financial Group, an estimated $38.9M added.
- The largest iShares US Basic Materials ETF seller in Q4 2020 was Barings, an estimated $3.71M sold.
Based on aggregated 13F filings for Q4 2020.