iShares US Basic Materials ETF
211 hedge funds and large institutions have $386M invested in iShares US Basic Materials ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 39 increasing their positions, 78 reducing their positions, and 17 closing their positions.
2,444% more call options, than puts
Call options by funds: $636K | Put options by funds: $25K
129% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 17
8% more funds holding
Funds holding: 195 → 211 (+16)
3.23% less ownership
Funds ownership: 57.02% → 53.79% (-3.2%)
16% less capital invested
Capital invested by funds: $460M → $386M (-$74.3M)
50% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 78
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$6.83M |
| 2 |
OMC
Overbrook Management Corp
New York
|
+$1.57M |
| 3 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
+$1.41M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 5 |
BCV
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$60.2M |
| 2 |
Morgan Stanley
New York
|
-$23.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$9.75M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.08M |
IYM Hedge Fund Activity: Q4 2022 in Review
211 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2022, worth a combined $386M — down 16% from $460M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IYM positions and 17 closed out — a net gain of 22 holders — while 39 added to existing stakes and 78 trimmed.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $6.83M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $60.2M sold.
- 211 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2022, up from 195 in Q3 2022.
- Funds reported $386M of iShares US Basic Materials ETF stock for Q4 2022, down 16% quarter-over-quarter.
- 39 funds opened new iShares US Basic Materials ETF positions in Q4 2022 and 17 closed out, a net change of +22 holders.
- The largest iShares US Basic Materials ETF buyer in Q4 2022 was Prospera Financial Services, an estimated $6.83M added.
- The largest iShares US Basic Materials ETF seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $60.2M sold.
Based on aggregated 13F filings for Q4 2022.