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iShares US Basic Materials ETF

178 hedge funds and large institutions have $310M invested in iShares US Basic Materials ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $117K | Put options by funds: $26K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 62.12%61.13% (-0.99%)

5% less funds holding

Funds holding: 187178 (-9)

16% less capital invested

Capital invested by funds: $369M → $310M (-$58.7M)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
44
Reduced
54
Closed
22
Calls
$117K
Puts
$26K
Net Calls
+$91K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$58.8M +$153K +1,060 +0.2%
PCH
2
PGIM Custom Harvest
New Jersey
$38.8M +$1.1M +7,606 +3%
Morgan Stanley
3
Morgan Stanley
New York
$34.1M +$1.57M +10,857 +4%
Bank of America
4
Bank of America
North Carolina
$16.7M +$26.9K +186 +0.1%
CB
5
Commerce Bank
Missouri
$16.5M +$1.72M +11,893 +10%
UBS Group
6
UBS Group
Switzerland
$13.2M -$467K -3,234 -3%
Wells Fargo
7
Wells Fargo
California
$11.2M -$4.75M -32,899 -28%
LPL Financial
8
LPL Financial
California
$9.96M +$1.57M +10,887 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.83M -$1.72M -11,870 -14%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.68M +$49.3K +341 +0.5%
Goldman Sachs
11
Goldman Sachs
New York
$5.76M -$2.29M -15,863 -26%
S
12
Sachetta
Massachusetts
$5.71M -$24.9K -172 -0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.32M +$286K +1,978 +6%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$4.3M
Ameriprise
15
Ameriprise
Minnesota
$3.4M -$521K -3,603 -12%
TAM
16
Tocqueville Asset Management
New York
$3.13M +$3.48M +24,055 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$3.06M +$3.41M +23,600 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.95M -$2.67M -18,482 -45%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.4M +$154K +1,066 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.29M +$139K +960 +6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.2M -$67K -464 -3%
GS
22
GTS Securities
New York
$2.18M +$1.32M +9,102 +118%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$2.17M +$2.41M +16,680 New
Raymond James Financial
24
Raymond James Financial
Florida
$2.09M +$2.33M +16,094 New
EFI
25
EHP Funds Inc
Canada
$1.87M +$2.08M +14,400 New

IYM Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q4 2024, worth a combined $310M — down 16% from $369M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYM and 16 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 44 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $3.48M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $7.51M sold.

  • 178 institutional investors held iShares US Basic Materials ETF (IYM) as of Q4 2024, down from 187 in Q3 2024.
  • Funds reported $310M of iShares US Basic Materials ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 16 funds opened new iShares US Basic Materials ETF positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Basic Materials ETF buyer in Q4 2024 was Tocqueville Asset Management, an estimated $3.48M added.
  • The largest iShares US Basic Materials ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $7.51M sold.

Based on aggregated 13F filings for Q4 2024.