iShares US Basic Materials ETF
130 hedge funds and large institutions have $190M invested in iShares US Basic Materials ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
7% more capital invested
Capital invested by funds: $177M → $190M (+$12.4M)
2% more funds holding
Funds holding: 127 → 130 (+3)
1.04% more ownership
Funds ownership: 43.46% → 44.5% (+1%)
45% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
+$4.63M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.97M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.45M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.22M |
| 5 |
VF
Virtu Financial
New York
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.88M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.7M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.32M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.2M |
IYM Hedge Fund Activity: Q1 2019 in Review
130 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2019, worth a combined $190M — up 7% from $177M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IYM positions and 16 closed out — a net gain of 7 holders — while 24 added to existing stakes and 44 trimmed.
The largest buyer was Osborn Williams & Donohoe, opening a new position worth an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $5.88M.
- 130 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2019, up from 127 in Q4 2018.
- Funds reported $190M of iShares US Basic Materials ETF stock for Q1 2019, up 7% quarter-over-quarter.
- 23 funds opened new iShares US Basic Materials ETF positions in Q1 2019 and 16 closed out, a net change of +7 holders.
- The largest iShares US Basic Materials ETF buyer in Q1 2019 was Osborn Williams & Donohoe, an estimated $4.63M added.
- The largest iShares US Basic Materials ETF seller in Q1 2019 was Morgan Stanley, an estimated $5.88M sold.
Based on aggregated 13F filings for Q1 2019.