iShares US Basic Materials ETF
102 hedge funds and large institutions have $372M invested in iShares US Basic Materials ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 13 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.21% less ownership
Funds ownership: 39.39% → 39.18% (-0.21%)
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
5% less funds holding
Funds holding: 107 → 102 (-5)
16% less capital invested
Capital invested by funds: $444M → $372M (-$71.6M)
33% less call options, than puts
Call options by funds: $336K | Put options by funds: $499K
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$24.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.4M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$5.47M |
| 4 |
Citigroup
New York
|
+$4.38M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.75M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$56.7M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$13.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$10.8M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$10.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$9.76M |
IYM Hedge Fund Activity: Q3 2014 in Review
102 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2014, worth a combined $372M — down 16% from $444M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IYM and 8 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 33 added.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $24.7M. The largest seller was Goldman Sachs, cutting an estimated $56.7M.
- 102 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2014, down from 107 in Q2 2014.
- Funds reported $372M of iShares US Basic Materials ETF stock for Q3 2014, down 16% quarter-over-quarter.
- 8 funds opened new iShares US Basic Materials ETF positions in Q3 2014 and 13 closed out, a net change of -5 holders.
- The largest iShares US Basic Materials ETF buyer in Q3 2014 was United Capital Financial Advisors, an estimated $24.7M added.
- The largest iShares US Basic Materials ETF seller in Q3 2014 was Goldman Sachs, an estimated $56.7M sold.
Based on aggregated 13F filings for Q3 2014.