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iShares US Basic Materials ETF

195 hedge funds and large institutions have $606M invested in iShares US Basic Materials ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $987K

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

63% more capital invested

Capital invested by funds: $372M → $606M (+$234M)

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

11.44% more ownership

Funds ownership: 49.35%60.78% (+11%)

10% more funds holding

Funds holding: 178195 (+17)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
66
Reduced
50
Closed
18
Calls
$1.93M
Puts
$987K
Net Calls
+$947K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.3M +$66M +477,512 +803%
Morgan Stanley
2
Morgan Stanley
New York
$64M +$28.4M +205,280 +92%
Bank of America
3
Bank of America
North Carolina
$43.2M +$17.7M +128,412 +80%
Prudential Financial
4
Prudential Financial
New Jersey
$42.6M +$36.2M +262,147 +1,150%
Wells Fargo
5
Wells Fargo
California
$34.1M +$10.7M +77,492 +51%
UBS Group
6
UBS Group
Switzerland
$26.8M -$2.86M -20,727 -10%
CB
7
Commerce Bank
Missouri
$23.8M -$190K -1,373 -0.9%
Goldman Sachs
8
Goldman Sachs
New York
$22.1M +$5.47M +39,581 +36%
Osaic Holdings
9
Osaic Holdings
Arizona
$17.2M +$12.5M +90,574 +302%
MWM
10
MinichMacGregor Wealth Management
New York
$14.9M +$9.4M +68,023 +213%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.3M +$5.65M +40,932 +75%
LPL Financial
12
LPL Financial
California
$13.8M +$522K +3,777 +4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$12.2M +$11.3M +81,660 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$422K +3,053 +4%
CAN
15
Cetera Advisor Networks
California
$10.9M -$768K -5,562 -7%
AC
16
Allstate Corporation
Illinois
$8.97M +$8.29M +60,000 New
BCM
17
Brookstone Capital Management
Illinois
$8.84M +$7.81M +56,541 +1,827%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.66M -$230K -1,666 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.19M +$1.79M +12,930 +37%
Ameriprise
20
Ameriprise
Minnesota
$7.16M +$3.36M +24,292 +103%
RJA
21
Raymond James & Associates
Florida
$6.89M +$1.63M +11,769 +34%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.98M +$1.97M +14,296 +56%
CAM
23
Cresset Asset Management
Illinois
$5.01M -$41.3K -299 -0.9%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$4.95M
HF
25
HRT Financial
New York
$4.79M +$4.42M +32,000 New

IYM Hedge Fund Activity: Q1 2022 in Review

195 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2022, worth a combined $606M — up 63% from $372M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IYM positions and 18 closed out — a net gain of 17 holders — while 66 added to existing stakes and 50 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $66M. The largest seller was Citigroup, cutting an estimated $54.2M.

  • 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2022, up from 178 in Q4 2021.
  • Funds reported $606M of iShares US Basic Materials ETF stock for Q1 2022, up 63% quarter-over-quarter.
  • 35 funds opened new iShares US Basic Materials ETF positions in Q1 2022 and 18 closed out, a net change of +17 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $66M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2022 was Citigroup, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2022.