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iShares US Basic Materials ETF
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Overview Fund Activity

210 hedge funds and large institutions have $385M invested in iShares US Basic Materials ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 39 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+16
Holders Change %
+8.25%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
39
Reduced
77
Closed
17
Calls
$636K
Puts
$25K
Net Calls
+$611K
Net Calls Change
+$264K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$6.93M
2
OMC
2
Overbrook Management Corp
New York
$1.59M
3
ODG
3
O'Dell Group
Ohio
$1.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.7M
5
BCV
5
Banque Cantonale Vaudoise
Switzerland
$980K

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$37.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$7.95M
4
Wells Fargo
4
Wells Fargo
California
$23.7M
5
Bank of America
5
Bank of America
North Carolina
$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$3.74K – – –
MCC
202
Money Concepts Capital
Florida
$3.49K – – –
UB
203
UMB Bank
Missouri
$3K – – –
OSNBOA
204
Old Second National Bank of Aurora
Illinois
$2.5K – – –
HS
205
Horan Securities
United States
$1.5K – – –
ACP
206
Arcus Capital Partners
Georgia
$1.25K +$1.25K +10 New
SWM
207
Spire Wealth Management
Virginia
$1K – – –
RG
208
Retirement Group
California
$1K +$1K +6 New
TWC
209
TD Waterhouse Canada
Ontario, Canada
$124 -$2.12M -17,136 -100%
NA
210
NewEdge Advisors
Louisiana
$63 -$242 -1,943 -79%
WIM
211
Westside Investment Management
California
$19 +$19 +160 New
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$60.2M -556,123 Closed
WDL
213
Well Done LLC
Michigan
– -$2.72M -25,154 Closed
CCA
214
Cadent Capital Advisors
Oklahoma
– -$2.25M -20,813 Closed
CI
215
CX Institutional
Indiana
– -$1.94M -17,965 Closed
BFG
216
Barber Financial Group
Kansas
– -$1.5M -13,893 Closed
CCG
217
Capital CS Group
California
– -$1.45M -13,366 Closed
AI
218
Atria Investments
North Carolina
– -$1.19M -11,041 Closed
BAM
219
Bosun Asset Management
Illinois
– -$248K -2,290 Closed
RWA
220
Redmont Wealth Advisors
Illinois
– -$248K -2,290 Closed
PCM
221
Princeton Capital Management
New Jersey
– -$236K -2,182 Closed
Truist Financial
222
Truist Financial
North Carolina
– -$223K -2,064 Closed
GWSG
223
GPS Wealth Strategies Group
Colorado
– -$80K -740 Closed
EC
224
EdgeRock Capital
Colorado
– -$23K -210 Closed
TIM
225
Tevis Investment Management
Texas
– -$16K -152 Closed
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