We are live on ! Find out more
IYM icon

iShares US Basic Materials ETF
IYM

178 hedge funds and large institutions have $372M invested in iShares US Basic Materials ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less funds holding

Funds holding: 182 → 178 (-4)

7.71% less ownership

Funds ownership: 57.05% → 49.35% (-7.7%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

31% less call options, than puts

Call options by funds: $408K | Put options by funds: $589K

32% less capital invested

Capital invested by funds: $544M → $372M (-$172M)

100% less funds holding in top 10

Funds holding in top 10: 4 → 0 (-4)

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
49
Reduced
57
Closed
29
Calls
$408K
Puts
$589K
Net Calls
-$181K
Net Calls Change
+$297K

Top Buyers

1
Citigroup
Citigroup
New York
+$53.9M
2
MWM
MinichMacGregor Wealth Management
New York
+$4.29M
3
Goldman Sachs
Goldman Sachs
New York
+$3.49M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.61M
5
Morgan Stanley
Morgan Stanley
New York
+$2.58M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$121M
2
BFG
Barber Financial Group
Kansas
-$36.4M
3
LPL Financial
LPL Financial
California
-$35.9M
4
PFG
Piershale Financial Group
Illinois
-$16.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
1
Citigroup
New York
$56.1M +$53.9M +400,000 +130,293%
Morgan Stanley
2
Morgan Stanley
New York
$31.2M +$2.58M +19,192 +9%
UBS Group
3
UBS Group
Switzerland
$28M +$2.07M +15,360 +8%
CB
4
Commerce Bank
Missouri
$22.5M -$657K -4,882 -3%
Bank of America
5
Bank of America
North Carolina
$22.5M +$2.1M +15,588 +11%
Wells Fargo
6
Wells Fargo
California
$21.1M -$7.51M -55,785 -27%
Goldman Sachs
7
Goldman Sachs
New York
$15.2M +$3.49M +25,935 +31%
LPL Financial
8
LPL Financial
California
$12.4M -$35.9M -266,718 -75%
CAN
9
Cetera Advisor Networks
California
$11M +$1.42M +10,554 +15%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$10.9M -$3.07M -22,811 -23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.63M +$445K +3,303 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.41M +$530K +3,938 +8%
SPIA
13
Steward Partners Investment Advisory
New York
$5.23M +$56.8K +422 +1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.93M +$1.84M +13,668 +64%
RJA
15
Raymond James & Associates
Florida
$4.81M -$1.29M -9,571 -22%
CAM
16
Cresset Asset Management
Illinois
$4.74M +$53.3K +396 +1%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$4.64M -$35.7K -265 -0.8%
MWM
18
MinichMacGregor Wealth Management
New York
$4.47M +$4.29M +31,872 New
Osaic Holdings
19
Osaic Holdings
Arizona
$4.2M -$7.71M -57,285 -66%
PAG
20
Private Advisor Group
New Jersey
$3.98M +$2.39M +17,766 +167%
Citadel Advisors
21
Citadel Advisors
Florida
$3.93M +$2.52M +18,696 +200%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.85M +$63.7K +473 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.73M +$289K +2,145 +9%
SCA
24
Snowden Capital Advisors
New York
$3.65M -$91K -676 -3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.6M -$489K -3,629 -12%
1
2 3 4 5

IYM Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2021, worth a combined $372M — down 32% from $544M a quarter earlier.

Fund positioning in IYM was balanced in Q4 2021: 29 funds opened new positions, 29 closed out, 49 added to existing stakes and 57 trimmed.

The largest buyer was Citigroup, adding an estimated $53.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $121M.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2021, down from 182 in Q3 2021.
  • Funds reported $372M of iShares US Basic Materials ETF stock for Q4 2021, down 32% quarter-over-quarter.
  • 29 funds opened new iShares US Basic Materials ETF positions in Q4 2021 and 29 closed out, a net change of 0 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2021 was Citigroup, an estimated $53.9M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.