iShares US Basic Materials ETF
152 hedge funds and large institutions have $274M invested in iShares US Basic Materials ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 45 closing their positions.
12% less funds holding
Funds holding: 172 → 152 (-20)
13.76% less ownership
Funds ownership: 57.8% → 44.04% (-14%)
18% less call options, than puts
Call options by funds: $402K | Put options by funds: $490K
33% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 48
42% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 45
47% less capital invested
Capital invested by funds: $518M → $274M (-$244M)
100% less funds holding in top 10
Funds holding in top 10: 7 → 0 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$23.9M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$14.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.16M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.46M |
| 5 |
EH
Equitable Holdings
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$41.5M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$41.4M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$34.8M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$24.6M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$21.2M |
IYM Hedge Fund Activity: Q1 2021 in Review
152 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2021, worth a combined $274M — down 47% from $518M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of IYM and 26 opened new positions — a net loss of 19 holders — while 48 trimmed existing stakes and 32 added.
The largest buyer was Citigroup, adding an estimated $23.9M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $41.5M sold.
- 152 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2021, down from 172 in Q4 2020.
- Funds reported $274M of iShares US Basic Materials ETF stock for Q1 2021, down 47% quarter-over-quarter.
- 26 funds opened new iShares US Basic Materials ETF positions in Q1 2021 and 45 closed out, a net change of -19 holders.
- The largest iShares US Basic Materials ETF buyer in Q1 2021 was Citigroup, an estimated $23.9M added.
- The largest iShares US Basic Materials ETF seller in Q1 2021 was Brookstone Capital Management, an estimated $41.5M sold.
Based on aggregated 13F filings for Q1 2021.