iShares US Basic Materials ETF
123 hedge funds and large institutions have $349M invested in iShares US Basic Materials ETF in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 15 closing their positions.
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $260M → $349M (+$88.7M)
14% more funds holding
Funds holding: 108 → 123 (+15)
4.02% more ownership
Funds ownership: 43.55% → 47.57% (+4%)
3% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 35
34% less call options, than puts
Call options by funds: $698K | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$49.3M |
| 2 |
Morgan Stanley
New York
|
+$16.8M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$13.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.57M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.18M |
| 3 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$5.52M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.89M |
| 5 |
Goldman Sachs
New York
|
-$3.77M |
IYM Hedge Fund Activity: Q4 2016 in Review
123 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2016, worth a combined $349M — up 34% from $260M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IYM positions and 15 closed out — a net gain of 17 holders — while 36 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $49.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.57M.
- 123 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2016, up from 108 in Q3 2016.
- Funds reported $349M of iShares US Basic Materials ETF stock for Q4 2016, up 34% quarter-over-quarter.
- 32 funds opened new iShares US Basic Materials ETF positions in Q4 2016 and 15 closed out, a net change of +17 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2016 was Bank of America, an estimated $49.3M added.
- The largest iShares US Basic Materials ETF seller in Q4 2016 was Raymond James Financial Services Advisors, an estimated $8.57M sold.
Based on aggregated 13F filings for Q4 2016.