We are live on ! Find out more
IYM icon

iShares US Basic Materials ETF

182 hedge funds and large institutions have $544M invested in iShares US Basic Materials ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

2% more funds holding

Funds holding: 178182 (+4)

1.98% more ownership

Funds ownership: 55.07%57.05% (+2%)

3% more capital invested

Capital invested by funds: $528M → $544M (+$15.9M)

48% less call options, than puts

Call options by funds: $511K | Put options by funds: $989K

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
57
Reduced
48
Closed
24
Calls
$511K
Puts
$989K
Net Calls
-$478K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M +$31.1M +238,488 +33%
LPL Financial
2
LPL Financial
California
$44.2M +$34M +260,641 +276%
BFG
3
Barber Financial Group
Kansas
$36.4M +$38.1M +292,514 New
Wells Fargo
4
Wells Fargo
California
$25.7M +$5.59M +42,913 +26%
Morgan Stanley
5
Morgan Stanley
New York
$25.3M -$4.44M -34,092 -14%
UBS Group
6
UBS Group
Switzerland
$23M +$463K +3,554 +2%
CB
7
Commerce Bank
Missouri
$20.6M -$2.28M -17,525 -10%
Bank of America
8
Bank of America
North Carolina
$18M -$3.93M -30,134 -17%
PFG
9
Piershale Financial Group
Illinois
$16.2M +$17M +130,263 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$2.67M +20,446 +26%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12M +$7.07M +54,252 +128%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.9M +$4.66M +35,770 +69%
RFM
13
Royal Fund Management
Florida
$10.7M +$7.62M +58,422 +210%
Goldman Sachs
14
Goldman Sachs
New York
$10.3M -$5.83M -44,699 -35%
RIG
15
Ramiah Investment Group
Wisconsin
$9.14M +$9.57M +73,385 New
CAN
16
Cetera Advisor Networks
California
$8.49M +$464K +3,555 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.36M -$38.1M -292,517 -85%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.09M -$10.7K -82 -0.2%
CCFM
19
Clear Creek Financial Management
Washington
$5.87M +$6.15M +47,141 New
RJA
20
Raymond James & Associates
Florida
$5.47M +$1.8M +13,825 +46%
EH
21
Equitable Holdings
New York
$4.7M -$3.78K -29 -0.1%
SPIA
22
Steward Partners Investment Advisory
New York
$4.59M +$178K +1,367 +4%
ACA
23
Ascension Capital Advisors
Texas
$4.36M +$4.56M +35,004 New
EE
24
EWG Elevate
California
$4.29M -$791K -6,068 -15%
CAM
25
Cresset Asset Management
Illinois
$4.16M

IYM Hedge Fund Activity: Q3 2021 in Review

182 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2021, worth a combined $544M — up 3% from $528M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYM positions and 24 closed out — a net gain of 5 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $38.1M. The largest seller was Royal Bank of Canada, cutting an estimated $38.1M.

  • 182 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2021, up from 178 in Q2 2021.
  • Funds reported $544M of iShares US Basic Materials ETF stock for Q3 2021, up 3% quarter-over-quarter.
  • 29 funds opened new iShares US Basic Materials ETF positions in Q3 2021 and 24 closed out, a net change of +5 holders.
  • The largest iShares US Basic Materials ETF buyer in Q3 2021 was Barber Financial Group, an estimated $38.1M added.
  • The largest iShares US Basic Materials ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2021.