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iShares US Basic Materials ETF

195 hedge funds and large institutions have $606M invested in iShares US Basic Materials ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $987K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

63% more capital invested

Capital invested by funds: $372M → $606M (+$234M)

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11.44% more ownership

Funds ownership: 49.35%60.78% (+11%)

10% more funds holding

Funds holding: 178195 (+17)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
50
Closed
18
Calls
$1.93M
Puts
$987K
Net Calls
+$947K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K
MWP
177
MYCIO Wealth Partners
Pennsylvania
$24K
BW
178
Bison Wealth
Georgia
$24K +$22.4K +162 New
MIM
179
MTM Investment Management
South Carolina
$22K
AIP
180
Ahrens Investment Partners
Louisiana
$22K +$20.7K +150 New
SIC
181
Salem Investment Counselors
North Carolina
$20K
TFGT
182
TS Financial Group (TSFG)
Illinois
$19K
CTC
183
Central Trust Company
Missouri
$18K
CIAS
184
Capital Investment Advisory Services
North Carolina
$16K
HIA
185
Harbor Investment Advisory
Maryland
$15K
TFS
186
TrustCore Financial Services
Tennessee
$15K
TCM
187
Tradewinds Capital Management
Washington
$10K
GRP
188
Global Retirement Partners
California
$7K +$6.91K +50 New
S
189
SignatureFD
Georgia
$6K
AIP
190
Ameritas Investment Partners
Nebraska
$4K
MCC
191
Money Concepts Capital
Florida
$4K
SC
192
SouthState Corp
Florida
$4K
HWMA
193
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.14K +30 New
OSNBOA
194
Old Second National Bank of Aurora
Illinois
$3K -$4.14K -30 -60%
RG
195
Retirement Group
California
$1K
CIAS
196
CFS Investment Advisory Services
New Jersey
$1K +$10.3M +74,780 New
CAG
197
Csenge Advisory Group
Florida
-$1.56M -11,893 Closed
Chevy Chase Trust
198
Chevy Chase Trust
Maryland
-$1.19M -8,495 Closed
VAFP
199
Vahanian & Associates Financial Planning
New York
-$653K -4,656 Closed
CS
200
Credit Suisse
Switzerland
-$481K -3,430 Closed

IYM Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2022, worth a combined $606M — up 63% from $372M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66M. The largest seller was Citigroup, cutting an estimated $54.2M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $606M of iShares US Basic Materials ETF stock for Q1 2022, up 63% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q1 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $66M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2022 was Citigroup, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2022.