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iShares US Basic Materials ETF
IYM

Overview Fund Activity

202 hedge funds and large institutions have $434M invested in iShares US Basic Materials ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
54
Reduced
63
Closed
23
Calls
$2.4M
Puts
$745K
Net Calls
+$1.65M
Net Calls Change
+$418K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$14.6M
2
CCFM
2
Clear Creek Financial Management
Washington
$9.52M
3
MWM
3
MinichMacGregor Wealth Management
New York
$6.6M
4
RIG
4
Ramiah Investment Group
Wisconsin
$5.61M
5
Bank of America
5
Bank of America
North Carolina
$44.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.35M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
PAG
3
Private Advisor Group
New Jersey
$418K
4
SFI
4
SPC Financial Inc
Maryland
$17M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$665 5 – –
RFA
202
Register Financial Advisors
Georgia
$266 2 – –
TWC
203
TD Waterhouse Canada
Ontario, Canada
$134 1 – –
Allianz Asset Management
204
Allianz Asset Management
Germany
– – -15,300 Closed
KWM
205
Kingsview Wealth Management
Oregon
– – -10,562 Closed
MOS
206
MGO One Seven
Ohio
– – -10,380 Closed
ODG
207
O'Dell Group
Ohio
– – -5,068 Closed
FTUS
208
Flow Traders U.S.
New York
– – -3,927 Closed
IA
209
IFG Advisory
Georgia
– – -3,852 Closed
LSA
210
Lansing Street Advisors
Pennsylvania
– – -3,326 Closed
RL
211
Retireful LLC
Michigan
– – -3,322 Closed
JWCA
212
J.W. Cole Advisors
Florida
– – -2,971 Closed
SC
213
Scotia Capital
Ontario, Canada
– – -2,101 Closed
FTS
214
Fifth Third Securities
Ohio
– – -1,950 Closed
OC
215
Oppenheimer & Co
New York
– – -1,914 Closed
OCM
216
One Capital Management
California
– – -1,817 Closed
CA
217
Calton & Associates
Florida
– – -1,740 Closed
LNC
218
Lincoln National Corp
Pennsylvania
– – -1,737 Closed
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
– – -1,587 Closed
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
– – -986 Closed
AAS
221
Ameritas Advisory Services
Nebraska
– – -885 Closed
BFEC
222
Benjamin F. Edwards & Company
Missouri
– – -689 Closed
TCWA
223
Ten Capital Wealth Advisors
Washington
– – -528 Closed
BAM
224
Belpointe Asset Management
Nevada
– – -321 Closed
BlackRock
225
BlackRock
New York
– – -33 Closed
6 7 8
9
10