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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
176
Caldwell Sutter Capital
California
$23.9K 180 – –
AWM
177
Abound Wealth Management
Tennessee
$23.4K 176 – –
FRA
178
Front Row Advisors
California
$23K 170 – –
MWP
179
MYCIO Wealth Partners
Pennsylvania
$21.3K 160 – –
WIM
180
Westside Investment Management
California
$21.3K 160 – –
MIM
181
MTM Investment Management
South Carolina
$19.3K 145 – –
SIC
182
Salem Investment Counselors
North Carolina
$17.8K 134 – –
TFGT
183
TS Financial Group (TSFG)
Illinois
$17K 126 – –
CTC
184
Central Trust Company
Missouri
$16.4K 123 – –
HI
185
Harbour Investments
Wisconsin
$15.2K 114 – –
CIAS
186
Capital Investment Advisory Services
North Carolina
$14.1K 106 – –
PFM
187
Phillips Financial Management
Indiana
$13.9K 104 – –
FA
188
Fiduciary Alliance
South Carolina
$13.4K 101 +101 New
HIA
189
Harbor Investment Advisory
Maryland
$13.3K 100 – –
William Blair & Company
190
William Blair & Company
Illinois
$11K 83 -765 -90%
AAG
191
Armstrong Advisory Group
Massachusetts
$10.5K 79 – –
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$6.65K 50 – –
GRP
193
Global Retirement Partners
California
$6.65K 50 – –
AF
194
Advisornet Financial
Minnesota
$5.99K 45 – –
AIP
195
Ameritas Investment Partners
Nebraska
$3.99K 30 – –
SC
196
SouthState Corp
Florida
$3.99K 30 – –
OSNBOA
197
Old Second National Bank of Aurora
Illinois
$2.66K 20 – –
HS
198
Horan Securities
United States
$1.6K 12 – –
UFF
199
USA Financial Formulas
Michigan
$931 7 – –
RG
200
Retirement Group
California
$798 6 – –
6 7
8
9 10