iShares US Basic Materials ETF
108 hedge funds and large institutions have $230M invested in iShares US Basic Materials ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 41 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
6% more funds holding
Funds holding: 102 → 108 (+6)
5.34% less ownership
Funds ownership: 39.18% → 33.84% (-5.3%)
38% less capital invested
Capital invested by funds: $368M → $230M (-$138M)
63% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 41
99% less call options, than puts
Call options by funds: $41K | Put options by funds: $4.24M
100% less funds holding in top 10
Funds holding in top 10: 5 → 0 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.23M |
| 2 |
Goldman Sachs
New York
|
+$4.22M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.48M |
| 5 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$31.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.5M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$23M |
| 4 |
LPL Financial
San Diego,
California
|
-$19.4M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$16.7M |
IYM Hedge Fund Activity: Q4 2014 in Review
108 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2014, worth a combined $230M — down 38% from $368M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IYM positions and 22 closed out — a net gain of 8 holders — while 15 added to existing stakes and 41 trimmed.
The largest buyer was Bank of America, adding an estimated $9.23M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $31.8M sold.
- 108 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2014, up from 102 in Q3 2014.
- Funds reported $230M of iShares US Basic Materials ETF stock for Q4 2014, down 38% quarter-over-quarter.
- 30 funds opened new iShares US Basic Materials ETF positions in Q4 2014 and 22 closed out, a net change of +8 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2014 was Bank of America, an estimated $9.23M added.
- The largest iShares US Basic Materials ETF seller in Q4 2014 was Beaumont Financial Advisors, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2014.