iShares US Basic Materials ETF
182 hedge funds and large institutions have $544M invested in iShares US Basic Materials ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 24 closing their positions.
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
19% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 48
2% more funds holding
Funds holding: 178 → 182 (+4)
1.98% more ownership
Funds ownership: 55.07% → 57.05% (+2%)
3% more capital invested
Capital invested by funds: $528M → $544M (+$15.9M)
48% less call options, than puts
Call options by funds: $511K | Put options by funds: $989K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$38.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$34M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$31.1M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$17M |
| 5 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.1M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$33.2M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$9.13M |
| 4 |
Goldman Sachs
New York
|
-$5.83M |
| 5 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$5.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
201
SignatureFD
Atlanta,
Georgia
| – | -$106K | -810 | Closed |
|
|
ASN
202
Advisory Services Network
Atlanta,
Georgia
| – | -$79K | -606 | Closed |
|
|
FI
203
Financial Insights
Tacoma,
Washington
| – | -$652K | -500 | Closed |
|
204
Barclays
London,
United Kingdom
| – | -$52K | -396 | Closed |
|
|
BFEC
205
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$33K | -253 | Closed |
|
206
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -128 | Closed |
|
|
SB
207
Strategic Blueprint
Atlanta,
Georgia
| – | -$13K | -100 | Closed |
|
IYM Hedge Fund Activity: Q3 2021 in Review
182 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2021, worth a combined $544M — up 3% from $528M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IYM positions and 24 closed out — a net gain of 5 holders — while 57 added to existing stakes and 48 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.1M. The largest seller was Royal Bank of Canada, cutting an estimated $38.1M.
- 182 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2021, up from 178 in Q2 2021.
- Funds reported $544M of iShares US Basic Materials ETF stock for Q3 2021, up 3% quarter-over-quarter.
- 29 funds opened new iShares US Basic Materials ETF positions in Q3 2021 and 24 closed out, a net change of +5 holders.
- The largest iShares US Basic Materials ETF buyer in Q3 2021 was Barber Financial Group, an estimated $38.1M added.
- The largest iShares US Basic Materials ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $38.1M sold.
Based on aggregated 13F filings for Q3 2021.