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iShares US Basic Materials ETF
IYM

Overview Fund Activity

98 hedge funds and large institutions have $359M invested in iShares US Basic Materials ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
13
Increased
32
Reduced
32
Closed
9
Calls
$75K
Puts
–
Net Calls
+$75K
Net Calls Change
-$55K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$30.8M
2
QA
2
Quantitative Advantage
Minnesota
$12.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$14.8M
4
Bank of America
4
Bank of America
North Carolina
$22.2M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$36.1M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
Citigroup
2
Citigroup
New York
$8.45M
3
SWM
3
Strategic Wealth Management
Washington
$0
4
CS
4
Credit Suisse
Switzerland
$1.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$717K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$36.1M 433,889 +100,815 +30%
CB
2
Commerce Bank
Missouri
$31.6M 379,512 -5,763 -1%
LPL Financial
3
LPL Financial
California
$30.8M 370,381 +275,908 +292%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$23.2M 278,697 – –
Bank of America
5
Bank of America
North Carolina
$22.2M 266,322 +102,734 +63%
Morgan Stanley
6
Morgan Stanley
New York
$21.6M 259,278 -20,263 -7%
Wells Fargo
7
Wells Fargo
California
$19.6M 235,328 +70,702 +43%
Goldman Sachs
8
Goldman Sachs
New York
$16.1M 193,228 -6,885 -3%
CCMG
9
Clark Capital Management Group
Pennsylvania
$14.8M 177,606 +123,710 +230%
NPC
10
National Planning Corporation
California
$13.5M 159,376 +64,196 +67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.9M 155,364 +42,432 +38%
QA
12
Quantitative Advantage
Minnesota
$12.6M 151,374 +151,374 New
Citigroup
13
Citigroup
New York
$8.45M 101,430 -99,999 -50%
BUB
14
BBVA USA Bancshares
Texas
$7.52M 90,300 +1,152 +1%
LFG
15
LifePlan Financial Group
Ohio
$6.48M 77,829 -216 -0.3%
U
16
UBS
Switzerland
$6.08M 72,969 -21,895 -23%
FAAS
17
First Allied Advisory Services
California
$5.19M 62,602 +29,557 +89%
CI
18
Chartist Inc
California
$5.04M 61,221 -198 -0.3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.6M 55,287 -2,891 -5%
FHC
20
First Heartland Consultants
Missouri
$4.26M 51,108 +27,173 +114%
BAAM
21
Baker Avenue Asset Management
California
$4.08M 56,083 +13,537 +32%
Ameriprise
22
Ameriprise
Minnesota
$3.71M 44,509 +7,924 +22%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.64M 43,697 +16,892 +63%
AIG
24
American International Group
New York
$2.74M 32,951 +7,951 +32%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.53M 30,374 -35,993 -54%
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