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iShares US Basic Materials ETF

193 hedge funds and large institutions have $397M invested in iShares US Basic Materials ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $307M → $397M (+$89.6M)

14.68% more ownership

Funds ownership: 48.98%63.65% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 198193 (-5)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
193
Holders Change
-5
Holders Change %
-2.53%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
48
Reduced
61
Closed
19
Calls
$728K
Puts
Net Calls
+$728K
Net Calls Change
+$403K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$63.1M +$64.7M +449,900 +101,101%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.1M +$44.3M +307,985 New
PCH
3
PGIM Custom Harvest
New Jersey
$39.3M -$1.89M -13,133 -4%
Morgan Stanley
4
Morgan Stanley
New York
$36M -$1.71M -11,925 -4%
UBS Group
5
UBS Group
Switzerland
$20.2M +$899K +6,251 +5%
Wells Fargo
6
Wells Fargo
California
$19.4M +$2.21M +15,396 +12%
Bank of America
7
Bank of America
North Carolina
$18.4M -$124K -862 -0.7%
CB
8
Commerce Bank
Missouri
$16.3M -$153K -1,063 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.3M -$450K -3,130 -3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$9.1M +$144K +1,001 +2%
LPL Financial
11
LPL Financial
California
$8.94M -$1.32M -9,153 -13%
S
12
Sachetta
Massachusetts
$6.1M +$1.13M +7,838 +22%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.9M +$5.25M +36,513 +649%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.6M -$19.3K -134 -0.3%
Goldman Sachs
15
Goldman Sachs
New York
$5.22M -$1.04M -7,221 -16%
Ameriprise
16
Ameriprise
Minnesota
$4.96M +$1.55M +10,766 +44%
Jane Street
17
Jane Street
New York
$4.66M +$4.56M +31,707 +2,023%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$4.63M
Citadel Advisors
19
Citadel Advisors
Florida
$2.48M -$4.32M -30,067 -63%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.46M -$511K -3,555 -17%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.45M +$69.6K +484 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.44M -$50K -348 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.29M -$470K -3,266 -17%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.2M +$719 +5 +0%
AWM
25
AE Wealth Management
Kansas
$2.08M +$185K +1,283 +9%

IYM Hedge Fund Activity: Q2 2024 in Review

193 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q2 2024, worth a combined $397M — up 29% from $307M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IYM and 17 opened new positions — a net loss of 2 holders — while 61 trimmed existing stakes and 48 added.

The largest buyer was Citigroup, adding an estimated $64.7M. The largest seller was Citadel Advisors, cutting an estimated $4.32M.

  • 193 institutional investors held iShares US Basic Materials ETF (IYM) as of Q2 2024, down from 198 in Q1 2024.
  • Funds reported $397M of iShares US Basic Materials ETF stock for Q2 2024, up 29% quarter-over-quarter.
  • 17 funds opened new iShares US Basic Materials ETF positions in Q2 2024 and 19 closed out, a net change of -2 holders.
  • The largest iShares US Basic Materials ETF buyer in Q2 2024 was Citigroup, an estimated $64.7M added.
  • The largest iShares US Basic Materials ETF seller in Q2 2024 was Citadel Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q2 2024.