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iShares US Basic Materials ETF

112 hedge funds and large institutions have $119M invested in iShares US Basic Materials ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $84.3M → $119M (+$34.9M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4.82% more ownership

Funds ownership: 38.26%43.08% (+4.8%)

2% more funds holding

Funds holding: 110112 (+2)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
33
Closed
15
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$339K -4,102 -2%
CB
2
Commerce Bank
Missouri
$15.5M -$744K -8,993 -5%
Wells Fargo
3
Wells Fargo
California
$11.3M +$293K +3,537 +3%
Bank of America
4
Bank of America
North Carolina
$9.99M -$557K -6,737 -6%
PFG
5
Piershale Financial Group
Illinois
$7.4M +$6.87M +82,962 New
Goldman Sachs
6
Goldman Sachs
New York
$6.54M +$1.71M +20,624 +39%
Citadel Advisors
7
Citadel Advisors
Florida
$4.88M +$4.53M +54,724 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.74M +$1.09M +13,200 +46%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.58M -$49.8K -602 -1%
CAM
10
Cresset Asset Management
Illinois
$2.95M -$5.53M -66,818 -67%
UBS Group
11
UBS Group
Switzerland
$2.88M -$211K -2,554 -7%
LPL Financial
12
LPL Financial
California
$2.88M +$254K +3,073 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.46M +$701K +8,472 +44%
RJA
14
Raymond James & Associates
Florida
$2.38M -$43.9K -531 -2%
SCA
15
Snowden Capital Advisors
New York
$1.42M +$954K +11,533 +263%
FEM
16
Fulcrum Equity Management
Texas
$1.39M +$1.29M +15,555 New
PFA
17
Pathway Financial Advisors
Vermont
$1.19M -$52.3K -632 -5%
DY
18
Dowling & Yahnke
California
$1.11M -$20.3K -245 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$970K -$28.5K -345 -3%
FCFC
20
First Citizens Financial Corp
Iowa
$949K +$3.72K +45 +0.4%
Osaic Holdings
21
Osaic Holdings
Arizona
$866K +$28.5K +344 +4%
TRCT
22
Tower Research Capital (TRC)
New York
$856K -$689K -8,324 -46%
Ameriprise
23
Ameriprise
Minnesota
$813K +$134K +1,624 +22%
NA
24
Navellier & Associates
Nevada
$802K +$743K +8,984 New
NL
25
NWAM LLC
Washington
$758K -$14.1K -170 -2%

IYM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2020, worth a combined $119M — up 41% from $84.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYM positions and 15 closed out — a net gain of 3 holders — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $6.87M. The largest seller was Cresset Asset Management, cutting an estimated $5.53M.

  • 112 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2020, up from 110 in Q1 2020.
  • Funds reported $119M of iShares US Basic Materials ETF stock for Q2 2020, up 41% quarter-over-quarter.
  • 18 funds opened new iShares US Basic Materials ETF positions in Q2 2020 and 15 closed out, a net change of +3 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2020 was Piershale Financial Group, an estimated $6.87M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2020 was Cresset Asset Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2020.