IYM icon

iShares US Basic Materials ETF
IYM

Overview Fund Activity

107 hedge funds and large institutions have $444M invested in iShares US Basic Materials ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
18
Increased
35
Reduced
35
Closed
8
Calls
$9K
Puts
$552K
Net Calls
-$543K
Net Calls Change
-$618K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$67.9M
2
AIA
2
Arrow Investment Advisors
Maryland
$16.9M
3
DWA
3
Dorsey Wright & Associates
California
$16.9M
4
Bank of America
4
Bank of America
North Carolina
$37.9M
5
PFG
5
Piershale Financial Group
Illinois
$6.58M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$2.52M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$26.8M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$10.7M
4
Citigroup
4
Citigroup
New York
$4.53M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$67.9M 775,917 +582,689 +302%
Bank of America
2
Bank of America
North Carolina
$37.9M 432,823 +166,501 +63%
LPL Financial
3
LPL Financial
California
$35.8M 409,051 +38,670 +10%
CB
4
Commerce Bank
Missouri
$31.9M 364,364 -15,148 -4%
BFA
5
Beaumont Financial Advisors
Massachusetts
$26.8M 306,655 -127,234 -29%
Wells Fargo
6
Wells Fargo
California
$20.7M 237,001 +1,673 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$19.2M 219,553 -39,725 -15%
AIA
8
Arrow Investment Advisors
Maryland
$16.9M 193,050 +193,050 New
DWA
9
Dorsey Wright & Associates
California
$16.9M 193,050 +193,050 New
NPC
10
National Planning Corporation
California
$14.9M 170,388 +11,012 +7%
QA
11
Quantitative Advantage
Minnesota
$13.1M 149,989 -1,385 -0.9%
CCMG
12
Clark Capital Management Group
Pennsylvania
$10.7M 121,937 -55,669 -31%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.4M 118,262 -37,102 -24%
BUB
14
BBVA USA Bancshares
Texas
$7.83M 89,447 -853 -0.9%
U
15
UBS
Switzerland
$6.92M 79,067 +6,098 +8%
PFG
16
Piershale Financial Group
Illinois
$6.58M 75,133 +75,133 New
LFG
17
LifePlan Financial Group
Ohio
$6.26M 71,564 -6,265 -8%
FAAS
18
First Allied Advisory Services
California
$5.77M 65,860 +3,258 +5%
CI
19
Chartist Inc
California
$5.35M 60,913 -308 -0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.85M 55,458 +25,084 +83%
FHC
21
First Heartland Consultants
Missouri
$4.77M 54,512 +3,404 +7%
Citigroup
22
Citigroup
New York
$4.53M 51,791 -49,639 -49%
BAAM
23
Baker Avenue Asset Management
California
$4.51M 51,493 -4,590 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.35M 49,724 +6,027 +14%
CS
25
Credit Suisse
Switzerland
$4.35M 49,652 +31,660 +176%
1
2 3 4 5