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iShares US Basic Materials ETF

178 hedge funds and large institutions have $528M invested in iShares US Basic Materials ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

94% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 33

93% more capital invested

Capital invested by funds: $274M → $528M (+$254M)

48% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.59M

17% more funds holding

Funds holding: 152178 (+26)

11.03% more ownership

Funds ownership: 44.04%55.07% (+11%)

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
64
Reduced
33
Closed
12
Calls
$2.36M
Puts
$1.59M
Net Calls
+$770K
Net Calls Change
+$858K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.2M +$96.6M +722,842 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.8M +$42.4M +317,368 +1,209%
BCM
3
Brookstone Capital Management
Illinois
$33.6M +$34.5M +257,797 New
Morgan Stanley
4
Morgan Stanley
New York
$31M +$3.56M +26,623 +13%
CB
5
Commerce Bank
Missouri
$23.8M +$1.12M +8,387 +5%
UBS Group
6
UBS Group
Switzerland
$23.6M +$11.2M +83,657 +86%
Bank of America
7
Bank of America
North Carolina
$22.8M +$6.93M +51,871 +42%
Wells Fargo
8
Wells Fargo
California
$21.3M +$2.76M +20,621 +14%
Goldman Sachs
9
Goldman Sachs
New York
$16.6M -$5.49M -41,037 -24%
LPL Financial
10
LPL Financial
California
$12.3M +$4.78M +35,770 +61%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$5.58M +41,729 +109%
SOMRS
12
State of Michigan Retirement System
Michigan
$9.13M -$6.68M -50,000 -42%
CAN
13
Cetera Advisor Networks
California
$8.42M +$7.58M +56,708 +717%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.71M +$2.73M +20,422 +66%
MWM
15
Mattern Wealth Management
Kansas
$6.46M +$5.66M +42,349 +508%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.39M -$747K -5,587 -10%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$6.24M +$6.41M +47,935 +95,870%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.52M +$3.63M +27,179 +179%
PFA
19
Pinnacle Family Advisors
Missouri
$5.48M +$5.62M +42,025 New
EE
20
EWG Elevate
California
$5.32M +$5.42M +40,538 New
EH
21
Equitable Holdings
New York
$4.92M +$476K +3,557 +10%
SPIA
22
Steward Partners Investment Advisory
New York
$4.63M +$79.7K +596 +2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.57M -$146K -1,093 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$4.52M +$3.37M +25,223 +266%
CAM
25
Cresset Asset Management
Illinois
$4.35M +$10.2K +76 +0.2%

IYM Hedge Fund Activity: Q2 2021 in Review

178 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2021, worth a combined $528M — up 93% from $274M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IYM positions and 12 closed out — a net gain of 28 holders — while 64 added to existing stakes and 33 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $96.6M. The largest seller was Citigroup, cutting an estimated $26.5M.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2021, up from 152 in Q1 2021.
  • Funds reported $528M of iShares US Basic Materials ETF stock for Q2 2021, up 93% quarter-over-quarter.
  • 40 funds opened new iShares US Basic Materials ETF positions in Q2 2021 and 12 closed out, a net change of +28 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $96.6M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2021 was Citigroup, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2021.