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iShares US Basic Materials ETF
IYM

Overview Fund Activity

203 hedge funds and large institutions have $368M invested in iShares US Basic Materials ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
39
Reduced
67
Closed
17
Calls
$747K
Puts
–
Net Calls
+$747K
Net Calls Change
+$267K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.3M
2
S
2
Sachetta
Massachusetts
$4.82M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$8.67M
4
CW
4
Connectus Wealth
Ohio
$2.64M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$233K
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.42M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
FHC
4
First Heartland Consultants
Missouri
$229K
5
RJA
5
Raymond James & Associates
Florida
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.3M 624,614 +324,700 +108%
Bank of America
2
Bank of America
North Carolina
$43.5M 315,095 +13,933 +5%
PCH
3
PGIM Custom Harvest
New Jersey
$39.9M 288,743 +1,825 +0.6%
Wells Fargo
4
Wells Fargo
California
$22.5M 162,507 +1,093 +0.7%
UBS Group
5
UBS Group
Switzerland
$19.4M 140,200 +8,647 +7%
CB
6
Commerce Bank
Missouri
$16.3M 117,748 -2,668 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.7M 84,561 -18,720 -18%
LPL Financial
8
LPL Financial
California
$9.97M 72,130 -6,235 -8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$8.67M 62,767 +26,200 +72%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.97M 43,230 -398 -0.9%
S
11
Sachetta
Massachusetts
$4.82M 34,898 +34,898 New
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$4.57M 33,100 – –
EH
13
Equitable Holdings
New York
$4.03M 29,136 -3,548 -11%
Ameriprise
14
Ameriprise
Minnesota
$3.71M 26,822 -8,026 -23%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.78M 20,123 -10,064 -33%
CW
16
Connectus Wealth
Ohio
$2.64M 19,069 +19,069 New
BCM
17
Brookstone Capital Management
Illinois
$2.64M 19,089 +1,525 +9%
AWM
18
AE Wealth Management
Kansas
$2.52M 18,930 -8,515 -31%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.51M 18,174 -2,261 -11%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.42M 17,532 -46,115 -72%
GW
21
GW & Wade
Massachusetts
$2.24M 16,230 -337 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$2.04M 14,776 -14,635 -50%
Goldman Sachs
23
Goldman Sachs
New York
$1.9M 13,739 -45,479 -77%
FCFC
24
First Citizens Financial Corp
Iowa
$1.9M 13,716 -302 -2%
PFA
25
Pathway Financial Advisors
Vermont
$1.8M 13,010 – –
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