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iShares US Basic Materials ETF

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 62.12%61.13% (-0.99%)

5% less funds holding

Funds holding: 187178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
176
Live Oak Investment Partners
Texas
$390
RFA
177
Register Financial Advisors
Georgia
$260
RFG
178
REAP Financial Group
Texas
$130
TWC
179
TD Waterhouse Canada
Ontario, Canada
$130
HHGA
180
Halbert Hargrove Global Advisors
California
$119 +$144 +1 New
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
-$7.51M -50,000 Closed
PFS
182
Prospera Financial Services
Texas
-$1.31M -8,739 Closed
DL
183
DOHJ LLC
Washington
-$909K -6,073 Closed
BCA
184
Bray Capital Advisors
Florida
-$726K -4,835 Closed
KF
185
KKM Financial
Illinois
-$382K -2,544 Closed
Prudential Financial
186
Prudential Financial
New Jersey
-$375K -2,499 Closed
PGFC
187
Peapack-Gladstone Financial Corp
New Jersey
-$350K -2,330 Closed
OIA
188
OneDigital Investment Advisors
Kansas
-$345K -2,298 Closed
EH
189
Equitable Holdings
New York
-$243K -1,618 Closed
AWA
190
Arkadios Wealth Advisors
Georgia
-$235K -1,568 Closed
GL
191
Graypoint LLC
New York
-$230K -1,531 Closed
SAM
192
Smartleaf Asset Management
Massachusetts
-$228K -1,507 Closed
GHAM
193
Gilman Hill Asset Management
Connecticut
-$225K -1,500 Closed
TWM
194
Trueblood Wealth Management
Ohio
-$215K -1,431 Closed
DWM
195
Dorchester Wealth Management
Quebec, Canada
-$206K -1,365 Closed
SWP
196
Stratos Wealth Partners
Ohio
-$204K -1,359 Closed
OC
197
Oppenheimer & Co
New York
-$201K -1,336 Closed
PB
198
Pinnacle Bancorp
Nebraska
-$69.7K -464 Closed
PCA
199
Providence Capital Advisors
North Carolina
-$56.5K -376 Closed
RWM
200
Reston Wealth Management
Virginia
-$50.4K -336 Closed

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.