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iShares US Basic Materials ETF
IYM

Overview Fund Activity

203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
39
Reduced
67
Closed
17
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.67M
3
CW
3
Connectus Wealth
Ohio
$2.64M
4
Bank of America
4
Bank of America
North Carolina
$43.5M
5
WA
5
Wealthstar Advisors
Texas
$1.49M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$233K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.42M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
FHC
4
First Heartland Consultants
Missouri
$229K
5
RJA
5
Raymond James & Associates
Florida
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
176
MTM Investment Management
South Carolina
$20K – – –
SIC
177
Salem Investment Counselors
North Carolina
$18.5K – – –
CTC
178
Central Trust Company
Missouri
$17K – – –
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$16.9K – – –
HI
180
Harbour Investments
Wisconsin
$15.8K – – –
CIAS
181
Capital Investment Advisory Services
North Carolina
$14.6K – – –
HIA
182
Harbor Investment Advisory
Maryland
$13.8K – – –
CG
183
Cutler Group
California
$13K +$13K +100 New
DCM
184
Davidson Capital Management
Texas
$12.6K +$12.6K +91 New
PFM
185
Phillips Financial Management
Indiana
$12.2K -$2.21K -16 -15%
DCM
186
Davis Capital Management
Florida
$12.2K +$12.2K +88 New
PTC
187
Private Trust Company
Ohio
$11.7K -$2.07K -15 -15%
AAG
188
Armstrong Advisory Group
Massachusetts
$10.9K – – –
AIMA
189
Ables Iannone Moore & Associates
Georgia
$10.4K +$10.4K +75 New
TFGT
190
TS Financial Group (TSFG)
Illinois
$9K -$9.29K -64 -51%
GRP
191
Global Retirement Partners
California
$6.62K – – –
AF
192
Advisornet Financial
Minnesota
$6.22K – – –
PS
193
Planned Solutions
California
$4.7K +$4.7K +34 New
CAM
194
Creekmur Asset Management
Illinois
$4.36K +$4.36K +32 New
SC
195
SouthState Corp
Florida
$4.15K – – –
AIP
196
Ameritas Investment Partners
Nebraska
$4.15K – – –
OSNBOA
197
Old Second National Bank of Aurora
Illinois
$2.76K – – –
HPC
198
HM Payson & Co
Maine
$1.38K +$1.38K +10 New
LOIP
199
Live Oak Investment Partners
Texas
$1.11K -$1.01K – –
S
200
SignatureFD
Georgia
$967 – – –
5 6 7
8
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