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iShares US Basic Materials ETF
IYM

210 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.71M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more capital invested

Capital invested by funds: $386M → $408M (+$22.6M)

0% less funds holding

Funds holding: 211 → 210 (-1)

4.09% less ownership

Funds ownership: 53.79% → 49.7% (-4.1%)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
63
Reduced
52
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$6.53M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$6.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.94M
4
CAN
Cetera Advisor Networks
California
+$4.25M
5
MAP
Milestone Advisory Partners
North Carolina
+$3.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.66M
2
PFS
Prospera Financial Services
Texas
-$6.93M
3
Goldman Sachs
Goldman Sachs
New York
-$6.4M
4
CAM
Cresset Asset Management
Illinois
-$4.16M
5
Bank of America
Bank of America
North Carolina
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Parallel Advisors
California
$30.5K – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$27.8K – – –
CFD
178
Creative Financial Designs
Indiana
$27.4K +$133 +1 +0.5%
SWA
179
Sutton Wealth Advisors
Florida
$25.2K – – –
FFA
180
Fairfield Financial Advisors
Massachusetts
$23.9K +$133 +1 +0.5%
CSC
181
Caldwell Sutter Capital
California
$23.9K – – –
AWM
182
Abound Wealth Management
Tennessee
$23.3K – – –
FRA
183
Front Row Advisors
California
$23K – – –
MWP
184
MYCIO Wealth Partners
Pennsylvania
$21.2K – – –
WIM
185
Westside Investment Management
California
$21.2K – – –
MIM
186
MTM Investment Management
South Carolina
$19.2K – – –
SIC
187
Salem Investment Counselors
North Carolina
$17.8K – – –
TFGT
188
TS Financial Group (TSFG)
Illinois
$17K – – –
CTC
189
Central Trust Company
Missouri
$16.3K – – –
HI
190
Harbour Investments
Wisconsin
$15.1K +$10.9K +82 +256%
CIAS
191
Capital Investment Advisory Services
North Carolina
$14K – – –
PFM
192
Phillips Financial Management
Indiana
$13.8K – – –
HIA
193
Harbor Investment Advisory
Maryland
$13.3K – – –
AAG
194
Armstrong Advisory Group
Massachusetts
$10.5K – – –
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$6.82K +$141K +1,060 +2%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$6.63K -$13.3K -100 -67%
GRP
197
Global Retirement Partners
California
$6.43K – – –
AF
198
Advisornet Financial
Minnesota
$5.96K – – –
BlackRock
199
BlackRock
New York
$4.37K +$4.39K +33 New
AIP
200
Ameritas Investment Partners
Nebraska
$3.98K – – –
6 7
8
9 10

IYM Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2023, worth a combined $408M — up 5.9% from $386M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYM positions and 24 closed out — a net gain of 6 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $6.53M. The largest seller was Royal Bank of Canada, cutting an estimated $9.66M.

  • 210 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2023, down from 211 in Q4 2022.
  • Funds reported $408M of iShares US Basic Materials ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 30 funds opened new iShares US Basic Materials ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2023 was SPC Financial Inc, an estimated $6.53M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2023.