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iShares US Basic Materials ETF
IYM

210 hedge funds and large institutions have $408M invested in iShares US Basic Materials ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.71M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

6% more capital invested

Capital invested by funds: $386M → $408M (+$22.6M)

0% less funds holding

Funds holding: 211 → 210 (-1)

4.09% less ownership

Funds ownership: 53.79% → 49.7% (-4.1%)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
63
Reduced
52
Closed
24
Calls
$2.94M
Puts
$1.71M
Net Calls
+$1.23M
Net Calls Change
+$621K

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$6.53M
2
PRS
Pinkerton Retirement Specialists
Idaho
+$6.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.94M
4
CAN
Cetera Advisor Networks
California
+$4.25M
5
MAP
Milestone Advisory Partners
North Carolina
+$3.46M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.66M
2
PFS
Prospera Financial Services
Texas
-$6.93M
3
Goldman Sachs
Goldman Sachs
New York
-$6.4M
4
CAM
Cresset Asset Management
Illinois
-$4.16M
5
Bank of America
Bank of America
North Carolina
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.4M +$1.87M +14,070 +5%
Bank of America
2
Bank of America
North Carolina
$40.7M -$3.67M -27,572 -8%
PCH
3
PGIM Custom Harvest
New Jersey
$37.7M +$1.03M +7,743 +3%
Wells Fargo
4
Wells Fargo
California
$26.7M +$1.51M +11,344 +6%
UBS Group
5
UBS Group
Switzerland
$20.2M -$1.54M -11,618 -7%
SFI
6
SPC Financial Inc
Maryland
$19.5M +$6.53M +49,103 +50%
CB
7
Commerce Bank
Missouri
$17.6M -$2.07M -15,608 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.4M -$9.66M -72,704 -40%
LPL Financial
9
LPL Financial
California
$11.7M +$2.34M +17,624 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.53M +$4.94M +37,187 +107%
ASN
11
Advisory Services Network
Georgia
$8.7M +$160K +1,207 +2%
Goldman Sachs
12
Goldman Sachs
New York
$8.61M -$6.4M -48,146 -43%
MML Investors Services
13
MML Investors Services
Massachusetts
$8.19M -$263K -1,975 -3%
Ameriprise
14
Ameriprise
Minnesota
$7.75M +$720K +5,418 +10%
Stifel Financial
15
Stifel Financial
Missouri
$6.68M +$593K +4,459 +10%
PRS
16
Pinkerton Retirement Specialists
Idaho
$6.1M +$6.11M +45,991 New
CAN
17
Cetera Advisor Networks
California
$5.28M +$4.25M +31,939 +405%
RFM
18
Royal Fund Management
Florida
$5.27M +$1.12M +8,461 +27%
RJA
19
Raymond James & Associates
Florida
$4.74M -$2.61M -19,609 -35%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$4.39M – – –
EH
21
Equitable Holdings
New York
$3.89M +$396K +2,979 +11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.86M +$173K +1,304 +5%
MAP
23
Milestone Advisory Partners
North Carolina
$3.72M +$3.46M +25,992 +1,270%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.48M +$1.13M +8,472 +48%
PAG
25
Private Advisor Group
New Jersey
$3.11M +$2.26M +16,966 +260%
1
2 3 4 5

IYM Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2023, worth a combined $408M — up 5.9% from $386M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYM positions and 24 closed out — a net gain of 6 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $6.53M. The largest seller was Royal Bank of Canada, cutting an estimated $9.66M.

  • 210 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2023, down from 211 in Q4 2022.
  • Funds reported $408M of iShares US Basic Materials ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 30 funds opened new iShares US Basic Materials ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2023 was SPC Financial Inc, an estimated $6.53M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $9.66M sold.

Based on aggregated 13F filings for Q1 2023.