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iShares US Basic Materials ETF
IYM

Overview Fund Activity

198 hedge funds and large institutions have $307M invested in iShares US Basic Materials ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
62
Closed
22
Calls
$517K
Puts
$192K
Net Calls
+$325K
Net Calls Change
-$422K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.57M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.62M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.7M
2
Bank of America
2
Bank of America
North Carolina
$19.5M
3
Wells Fargo
3
Wells Fargo
California
$18.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
176
Center for Financial Planning
Michigan
$14.8K +$14.8K +100 New
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$13.8K +$13.8K +93 New
PFM
178
Phillips Financial Management
Indiana
$13K – – –
DCM
179
Davis Capital Management
Florida
$13K – – –
PTC
180
Private Trust Company
Ohio
$12.6K – – –
AIMA
181
Ables Iannone Moore & Associates
Georgia
$11.1K – – –
AAG
182
Armstrong Advisory Group
Massachusetts
$10.9K – – –
IGWM
183
ICA Group Wealth Management
Colorado
$10.3K +$10.3K +70 New
RCM
184
Raleigh Capital Management
North Carolina
$9.6K +$9.6K +65 New
GRP
185
Global Retirement Partners
California
$7.39K – – –
AF
186
Advisornet Financial
Minnesota
$6.65K – – –
SS
187
Sunbelt Securities
Texas
$4.81K -$423K -2,900 -99%
CAM
188
Creekmur Asset Management
Illinois
$4.67K – – –
SC
189
SouthState Corp
Florida
$4.43K – – –
AIP
190
Ameritas Investment Partners
Nebraska
$4.43K – – –
TFGT
191
TS Financial Group (TSFG)
Illinois
$4K -$5.19K -35 -56%
FFA
192
Farther Finance Advisors
California
$3.55K +$2.52K +17 +243%
OSNBOA
193
Old Second National Bank of Aurora
Illinois
$2.96K – – –
BHWM
194
Beaird Harris Wealth Management
Texas
$1.18K +$1.18K +8 New
S
195
SignatureFD
Georgia
$1.03K – – –
HWM
196
HighMark Wealth Management
Minnesota
$894 – – –
RG
197
Retirement Group
California
$886 – – –
RFA
198
Register Financial Advisors
Georgia
$295 – – –
BlackRock
199
BlackRock
New York
$85 +$85 +1 New
BCM
200
Brookstone Capital Management
Illinois
– -$2.64M -19,089 Closed
5 6 7
8
9