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iShares US Basic Materials ETF
IYM

95 hedge funds and large institutions have $144M invested in iShares US Basic Materials ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

78% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $1.6M

25% more capital invested

Capital invested by funds: $115M → $144M (+$28.8M)

14% more funds holding

Funds holding: 83 → 95 (+12)

6.17% more ownership

Funds ownership: 34.89% → 41.07% (+6.2%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
28
Closed
10
Calls
$2.85M
Puts
$1.6M
Net Calls
+$1.25M
Net Calls Change
-$785K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.59M
2
Bank of America
Bank of America
North Carolina
+$3.03M
3
LPL Financial
LPL Financial
California
+$2.49M
4
CS
Credit Suisse
Switzerland
+$2.49M
5
VF
Virtu Financial
New York
+$2.19M

Top Sellers

1
BRM
Boston Research & Management
Massachusetts
-$1.08M
2
CB
Commerce Bank
Missouri
-$845K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$657K
4
Wells Fargo
Wells Fargo
California
-$555K
5
AW
ACG Wealth
Georgia
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1
Clal Insurance
Israel
$24.3M – – –
Goldman Sachs
2
Goldman Sachs
New York
$19.8M +$3.59M +49,860 +22%
CB
3
Commerce Bank
Missouri
$15.6M -$845K -11,733 -5%
Morgan Stanley
4
Morgan Stanley
New York
$9.11M -$5.62K -78 -0.1%
Bank of America
5
Bank of America
North Carolina
$8.77M +$3.03M +42,059 +51%
Wells Fargo
6
Wells Fargo
California
$7.03M -$555K -7,707 -7%
UBS Group
7
UBS Group
Switzerland
$6.92M +$1.77M +24,517 +33%
UCFA
8
United Capital Financial Advisors
Texas
$5.95M +$125K +1,728 +2%
LPL Financial
9
LPL Financial
California
$4.49M +$2.49M +34,575 +114%
Citigroup
10
Citigroup
New York
$3.65M +$86K +1,194 +2%
CS
11
Credit Suisse
Switzerland
$2.78M +$2.49M +34,562 +720%
Citadel Advisors
12
Citadel Advisors
Florida
$2.52M +$1.9M +26,418 +282%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.4M +$2.1M +29,092 +592%
RJA
14
Raymond James & Associates
Florida
$2.39M +$814K +11,294 +50%
VF
15
Virtu Financial
New York
$2.15M +$2.19M +30,426 New
HNB
16
Huntington National Bank
Ohio
$1.74M – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.59M -$331K -4,599 -17%
BAAM
18
Baker Avenue Asset Management
California
$1.27M +$99.4K +1,380 +8%
Jane Street
19
Jane Street
New York
$1.25M +$831K +11,528 +184%
NL
20
NWAM LLC
Washington
$1.25M +$1.28M +17,797 New
CWM
21
Cranbrook Wealth Management
Michigan
$1.23M -$147K -2,038 -11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$992K +$13.2K +183 +1%
AW
23
ACG Wealth
Georgia
$919K -$520K -7,218 -36%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$911K -$657K -9,113 -41%
Ameriprise
25
Ameriprise
Minnesota
$903K -$26.3K -365 -3%
1
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IYM Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2015, worth a combined $144M — up 25% from $115M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYM positions and 10 closed out — a net gain of 12 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.59M. The largest seller was Boston Research & Management, cutting an estimated $1.08M.

  • 95 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2015, up from 83 in Q3 2015.
  • Funds reported $144M of iShares US Basic Materials ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 22 funds opened new iShares US Basic Materials ETF positions in Q4 2015 and 10 closed out, a net change of +12 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2015 was Goldman Sachs, an estimated $3.59M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2015 was Boston Research & Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2015.