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iShares US Basic Materials ETF
IYM

Overview Fund Activity

191 hedge funds and large institutions have $317M invested in iShares US Basic Materials ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-11
Holders Change %
-5.45%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
33
Reduced
62
Closed
29
Calls
$771K
Puts
$291K
Net Calls
+$480K
Net Calls Change
-$1.17M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
2
FHC
2
First Heartland Consultants
Missouri
$4.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.48M
4
BCM
4
Brookstone Capital Management
Illinois
$2.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.72M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$606K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$0
3
CCFM
3
Clear Creek Financial Management
Washington
$357K
4
ASN
4
Advisory Services Network
Georgia
$1.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
176
FNY Investment Advisers
New York
$12K +$12K +100 New
AAG
177
Armstrong Advisory Group
Massachusetts
$9.98K – – –
Simplex Trading
178
Simplex Trading
Illinois
$9K +$9K +79 New
BAAM
179
Baker Avenue Asset Management
California
$6.99K -$469K -3,689 -99%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$6.32K – – –
GRP
181
Global Retirement Partners
California
$6.24K – – –
AF
182
Advisornet Financial
Minnesota
$5.68K – – –
SC
183
SouthState Corp
Florida
$3.79K – – –
AIP
184
Ameritas Investment Partners
Nebraska
$3.79K – – –
OSNBOA
185
Old Second National Bank of Aurora
Illinois
$2.53K – – –
LOIP
186
Live Oak Investment Partners
Texas
$1.01K – – –
UFF
187
USA Financial Formulas
Michigan
$884 – – –
S
188
SignatureFD
Georgia
$884 +$884 +7 New
FFA
189
Farther Finance Advisors
California
$758 -$28.2K -223 -97%
RG
190
Retirement Group
California
$758 – – –
HWM
191
HighMark Wealth Management
Minnesota
$758 +$758 +6 New
RFA
192
Register Financial Advisors
Georgia
$253 – – –
TWC
193
TD Waterhouse Canada
Ontario, Canada
$124 – – –
PRS
194
Pinkerton Retirement Specialists
Idaho
– -$14.6M -109,825 Closed
RIG
195
Ramiah Investment Group
Wisconsin
– -$5.61M -42,139 Closed
RFM
196
Royal Fund Management
Florida
– -$5.09M -38,274 Closed
GIA
197
Gladstone Institutional Advisory
Florida
– -$3.23M -24,284 Closed
EE
198
EWG Elevate
California
– -$3M -22,546 Closed
GSWM
199
Greenup Street Wealth Management
Michigan
– -$1.94M -14,579 Closed
TA
200
Tactive Advisors
Florida
– -$1.22M -9,185 Closed
5 6 7
8
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