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iShares US Basic Materials ETF
IYM

140 hedge funds and large institutions have $335M invested in iShares US Basic Materials ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

5% more funds holding

Funds holding: 133 → 140 (+7)

3% more capital invested

Capital invested by funds: $324M → $335M (+$10.9M)

0.8% more ownership

Funds ownership: 50.34% → 51.15% (+0.8%)

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
32
Reduced
48
Closed
11
Calls
$945K
Puts
–
Net Calls
+$945K
Net Calls Change
+$430K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$66.4M
2
CS
Credit Suisse
Switzerland
+$6.31M
3
GC
Grimes & Company
Massachusetts
+$2.36M
4
PAG
Private Advisor Group
New Jersey
+$1.39M
5
PFA
Pathway Financial Advisors
Vermont
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.6M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$8.71M
3
Goldman Sachs
Goldman Sachs
New York
-$5.39M
4
RJA
Raymond James & Associates
Florida
-$4.49M
5
KM
Kalos Management
Georgia
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65M +$66.4M +660,100 +2,357,500%
CB
2
Commerce Bank
Missouri
$62.9M +$54.9K +546 +0.1%
Bank of America
3
Bank of America
North Carolina
$32.2M -$1.8M -17,875 -5%
Morgan Stanley
4
Morgan Stanley
New York
$26.1M -$25.6M -254,491 -49%
UCFA
5
United Capital Financial Advisors
Texas
$18M -$2.57M -25,605 -12%
GC
6
Grimes & Company
Massachusetts
$13.4M +$2.36M +23,458 +21%
UBS Group
7
UBS Group
Switzerland
$9.33M -$1.23M -12,274 -11%
Wells Fargo
8
Wells Fargo
California
$9.04M -$213K -2,118 -2%
CS
9
Credit Suisse
Switzerland
$8.1M +$6.31M +62,736 +321%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8M -$3.57M -35,507 -30%
LPL Financial
11
LPL Financial
California
$5.1M -$1.45M -14,396 -22%
AG
12
Advisor Group
Arizona
$4.79M +$206K +2,054 +4%
Goldman Sachs
13
Goldman Sachs
New York
$4.05M -$5.39M -53,641 -57%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.04M -$224K -2,224 -5%
RJA
15
Raymond James & Associates
Florida
$4.02M -$4.49M -44,634 -52%
FAAS
16
First Allied Advisory Services
California
$3.99M +$228K +2,269 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.77M -$568K -5,652 -13%
CCA
18
Conservest Capital Advisors
Pennsylvania
$3.2M +$9.25K +92 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$3.1M -$269K -2,679 -8%
PAG
20
Private Advisor Group
New Jersey
$2.88M +$1.39M +13,804 +90%
Citadel Advisors
21
Citadel Advisors
Florida
$2.46M +$162K +1,614 +7%
CC
22
Cedar Capital
Illinois
$2.42M -$170K -1,692 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.1M -$130K -1,290 -6%
VFA
24
Voya Financial Advisors
Connecticut
$1.92M -$1.65M -16,395 -46%
PFA
25
Pathway Financial Advisors
Vermont
$1.73M +$1.23M +12,217 +157%
1
2 3 4 5

IYM Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2018, worth a combined $335M — up 3.4% from $324M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYM positions and 11 closed out — a net gain of 7 holders — while 32 added to existing stakes and 48 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66.4M. The largest seller was Morgan Stanley, cutting an estimated $25.6M.

  • 140 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2018, up from 133 in Q2 2018.
  • Funds reported $335M of iShares US Basic Materials ETF stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q3 2018 and 11 closed out, a net change of +7 holders.
  • The largest iShares US Basic Materials ETF buyer in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $66.4M added.
  • The largest iShares US Basic Materials ETF seller in Q3 2018 was Morgan Stanley, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2018.