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iShares US Basic Materials ETF
IYM

210 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.71M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more capital invested

Capital invested by funds: $386M → $408M (+$22.6M)

0% less funds holding

Funds holding: 211 → 210 (-1)

4.09% less ownership

Funds ownership: 53.79% → 49.7% (-4.1%)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
63
Reduced
52
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$6.53M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$6.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.94M
4
CAN
Cetera Advisor Networks
California
+$4.25M
5
MAP
Milestone Advisory Partners
North Carolina
+$3.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.66M
2
PFS
Prospera Financial Services
Texas
-$6.93M
3
Goldman Sachs
Goldman Sachs
New York
-$6.4M
4
CAM
Cresset Asset Management
Illinois
-$4.16M
5
Bank of America
Bank of America
North Carolina
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
201
SouthState Corp
Florida
$3.98K – – –
OSNBOA
202
Old Second National Bank of Aurora
Illinois
$2.65K – – –
TRCT
203
Tower Research Capital (TRC)
New York
$2K -$562K -4,231 -100%
BTI
204
Blue Trust Inc
Georgia
$2K -$38.9K -293 -94%
HS
205
Horan Securities
United States
$1.59K – – –
RG
206
Retirement Group
California
$1K – – –
UFF
207
USA Financial Formulas
Michigan
$928 +$931 +7 New
SWM
208
Spire Wealth Management
Virginia
$663 – – –
FFA
209
Farther Finance Advisors
California
$398 +$399 +3 New
RFA
210
Register Financial Advisors
Georgia
$265 +$266 +2 New
TWC
211
TD Waterhouse Canada
Ontario, Canada
$133 – – –
PFS
212
Prospera Financial Services
Texas
– -$6.93M -55,555 Closed
CAM
213
Cresset Asset Management
Illinois
– -$4.16M -33,340 Closed
PFA
214
Pinnacle Family Advisors
Missouri
– -$1.75M -14,026 Closed
OMC
215
Overbrook Management Corp
New York
– -$1.59M -12,779 Closed
HF
216
HRT Financial
New York
– -$1.52M -12,179 Closed
AC
217
Allstate Corporation
Illinois
– -$1.18M -9,479 Closed
VCM
218
Virtue Capital Management
Tennessee
– -$577K -4,628 Closed
PFG
219
PAX Financial Group
Texas
– -$512K -4,107 Closed
KNW
220
Kesler Norman & Wride
Utah
– -$443K -3,550 Closed
TSS
221
Two Sigma Securities
New York
– -$405K -3,249 Closed
Amundi
222
Amundi
France
– -$404K -3,000 Closed
CS
223
Credit Suisse
Switzerland
– -$292K -2,338 Closed
TC
224
TAP Consulting
Missouri
– -$280K -2,242 Closed
AWA
225
Arkadios Wealth Advisors
Georgia
– -$250K -2,003 Closed
6 7 8
9
10

IYM Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2023, worth a combined $408M — up 5.9% from $386M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYM positions and 24 closed out — a net gain of 6 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $6.53M. The largest seller was Royal Bank of Canada, cutting an estimated $9.66M.

  • 210 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2023, down from 211 in Q4 2022.
  • Funds reported $408M of iShares US Basic Materials ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 30 funds opened new iShares US Basic Materials ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2023 was SPC Financial Inc, an estimated $6.53M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2023.