iShares US Basic Materials ETF
195 hedge funds and large institutions have $460M invested in iShares US Basic Materials ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 37 closing their positions.
230% more call options, than puts
Call options by funds: $498K | Put options by funds: $151K
8.52% less ownership
Funds ownership: 65.54% → 57.02% (-8.5%)
10% less funds holding
Funds holding: 217 → 195 (-22)
27% less capital invested
Capital invested by funds: $633M → $460M (-$173M)
29% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 68
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$11.8M |
| 2 |
Goldman Sachs
New York
|
+$5.42M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$33.4M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$27.7M |
| 3 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$9.37M |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$9.09M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.95M |
IYM Hedge Fund Activity: Q3 2022 in Review
195 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q3 2022, worth a combined $460M — down 27% from $633M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IYM and 18 opened new positions — a net loss of 19 holders — while 68 trimmed existing stakes and 48 added.
The largest buyer was MML Investors Services, adding an estimated $11.8M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $33.4M.
- 195 institutional investors held iShares US Basic Materials ETF (IYM) as of Q3 2022, down from 217 in Q2 2022.
- Funds reported $460M of iShares US Basic Materials ETF stock for Q3 2022, down 27% quarter-over-quarter.
- 18 funds opened new iShares US Basic Materials ETF positions in Q3 2022 and 37 closed out, a net change of -19 holders.
- The largest iShares US Basic Materials ETF buyer in Q3 2022 was MML Investors Services, an estimated $11.8M added.
- The largest iShares US Basic Materials ETF seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $33.4M sold.
Based on aggregated 13F filings for Q3 2022.